Associate Director, Operations, Wealth Management, Operations
Core
Managing key operational functions including static data administration, post-trade processing, settlement, cash management, and nominee services for wealth management operations.
Role type
Associate Director, Wealth Management Operations
Builds
Operational workflows and processes for securities brokerage and wealth management
Domain
Financial Services / Wealth Management / Securities Operations
Required skills
Securities processing systems knowledge (CCASS, DCASS, Euclid, CMU, CTM), Post-trade processing, Settlement operations, Cash management, Nominee services, Regulatory compliance, Process automation, Project management, Team performance management, Management reporting
Preferred skills
Advanced IT knowledge, System enhancements, User acceptance testing
Technologies
CCASS, DCASS, Euclid, CMU, CTM
Responsibilities
Assist in managing team performance and fostering a professional work environment, Prepare management reports and conduct ad-hoc analyses, Collaborate with internal departments and external partners to resolve operational problems, Drive process automation initiatives to streamline workflows, Support system enhancements by participating in user acceptance testing and deployment phases, Ensure all operational activities comply with regulatory standards and internal policies
Seniority
Senior, hands-on IC
