Associate, Product Operations, Wealth Management
Core
Support day-to-day operations, data governance, reporting, and process enhancement for the Wealth Management product platform.
Role type
Associate Product Operations Specialist
Builds
Product databases, transaction reports, regulatory filings, and operational workflows
Domain
Wealth Management / Banking / Securities
Deliverable
dashboards & analysis
Required skills
Product data management, transaction reporting, reconciliation, process improvement, regulatory compliance, stakeholder liaison, system enhancements, invoicing and revenue recognition
Preferred skills
VBA, SAS, SQL, Power BI, automation tools
Technologies
Microsoft Excel, PowerPoint, VBA, SAS, SQL, Power BI
Responsibilities
Maintain product database for bonds, funds, structured products, and wealth planning services; Prepare product transaction data and management reports; Monitor utilization of services from other business lines; Identify operational inefficiencies and recommend process enhancements; Partner with technology teams to implement system enhancements; Manage invoicing and revenue recognition processes; Prepare daily trade reports and support regulatory reporting; Act as liaison between business, operations, technology, and stakeholders.
Seniority
Mid-level (3-8 years experience)
