Manage direct reports overseeing Trust Operations, Investment Operations, Wealth Operations and other operational support functions
Drive operational transformation through process redesign, automation, role clarification, technology enhancement and clear accountabilities
Lead efforts to modernize operations using digital tools, best-in-class platforms, and workflow optimization
Manage operational metrics including billing accuracy, trade processing timelines, client service delivery, and vendor performance
Ensure operational processes appropriately support regulatory requirements and business objectives
Oversee money movement processes, client onboarding workflows, and account maintenance procedures
Partner closely with Wealth Risk and Compliance to implement operational controls, ensure timely remediation of audit findings, and embed compliance requirements into process design and operational workflows
Manage operating budget, people, process design and technology to optimize results
Establish and lead the operational excellence framework and methodology across wealth operations
Develop and implement a comprehensive operational excellence roadmap aligned with strategic business objectives

Requirements

Bachelor's degree in Business, Finance, Operations Management or related field required
Master's degree in Business Administration, Finance, or related field preferred
Professional certifications (e.g., PMP, Lean Six Sigma, CAIA, CFP) preferred
10+ years of experience in operational excellence, process improvement, wealth management operations, or related areas; experience in wealth operations preferred
Demonstrated success leading process improvement initiatives and managing change
Proven experience leading transformations and integrating siloed operations
Proven track record of developing and implementing successful operational strategies that drive efficiency and enhance client service
Experience with wealth management technology platforms and automation tools
Experience implementing operational excellence programs in financial services.

Benefits

Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

operational excellenceprocess improvementbudget managementworkflow optimizationregulatory complianceclient onboardingaccount maintenancetransformation leadershipautomationmetrics management

Soft Skills

leadershipcommunicationcollaborationstrategic thinkingchange managementproblem-solvingaccountabilityrelationship managementanalytical skillsorganizational skills

Certifications

PMPLean Six SigmaCAIACFP