Manager, Business Process Mgmt
Core
Lead the National Client Support Services operations team for Private Wealth Management, providing daily support across Money Movement, Investment Support, Onboarding, and Account Review.
Role type
Senior Manager, Wealth Management Middle Office Operations
Builds
Operational processes and client support workflows for Wealth Management Banking, Trust, and Investment partners
Domain
Wealth Management / Banking / Financial Services
Required skills
Operations management, Process analysis and design, Strategic leadership, Team management, Business strategy development, Technical systems knowledge (PeopleSoft)
Preferred skills
Subject matter expertise in Wealth Management, Change management
Responsibilities
Manage multiple functions and subordinate managers, Execute strategic direction of business function activities, Lead complex initiatives involving multiple disciplines, Conduct performance management and career development processes, Integrate new processes with existing ones, Liaise with business to improve efficiency
Seniority
Senior, hands-on IC