Business Support Manager II
Citizens · Charlotte, North Carolina, US
The Business Operations Lead serves as a strategic advisor and trusted partner to the Head of Wealth Operations, enabling executive focus, organizational ali...
Job description
The Business Operations Lead serves as a strategic advisor and trusted partner to the Head of Wealth Operations, enabling executive focus, organizational alignment, and operational excellence across the Wealth Operations organization. This role drives strategic initiatives, oversees critical business rhythms, enhances cross-functional coordination, and ensures execution of priorities that advance efficiency, scalability, risk mitigation, and client experience across all wealth-management operational functions. The ideal candidate is an analytical, action-oriented leader who excels at orchestrating complex programs, influencing without authority, and creating structure in fast-paced environments. Key Responsibilities: Executive Support & Strategic Partnership: - Act as a strategic thought partner to the Head of Wealth Operations, providing insights, recommendations, and decision-support analysis. - Serve as an extension of the SVP’s leadership presence, managing follow-ups, and driving accountability across teams. - Prepare executive-level briefings, materials, communications, and leadership presentations. Operational Strategy & Execution: - Drive the development, monitoring, and ex...