Wealth Management Operations - AVP
Core
Ensure smooth delivery of wealth management services and enable infrastructure for post-trade settlement and lifecycle management support.
Role type
Senior IC wealth management operations manager
Builds
Post-trade settlement infrastructure and lifecycle management support for wealth management services
Domain
Banking / Wealth Management / Custody Services
Required skills
Project management, stakeholder management, regulatory compliance, account lifecycle management, process flow documentation, conflict resolution, analytical skills, negotiation
Preferred skills
Private banking experience, understanding of O&T functions, knowledge of Custody/Nostro agents/Securities Services/Derivatives, senior management interfacing
Technologies
N/A
Responsibilities
Liaise with custodians and nostro agents on account opening, maintenance, and closure; manage tracking and closure of project deliverables for new products; represent Operations in functional specialist meetings to document process flows; drive operational transformation initiatives; perform periodic reviews with custodians regarding service and AML/CFT compliance.
Seniority
Senior, hands-on IC