Senior Operations Team Lead
Core
Overseeing the Wealth Management Performance Operations team to ensure accurate performance reporting, resolve data issues, and coordinate tasks for advisors and clients.
Role type
Senior Operations Team Lead
Builds
Performance reporting results on platforms for advisors and clients
Domain
Financial services / Wealth Management
Required skills
Process management, Risk management, Data analysis (Excel), Team leadership, SLA adherence, Process improvement, Financial data review, Training/coaching
Preferred skills
Wealth management product knowledge, Cross-functional collaboration, Retirement products knowledge
Technologies
Microsoft Excel
Responsibilities
Resolves day-to-day problems and executes deliverables, Applies knowledge of end-to-end processes and regulatory policy, Manages team workload and provides oversight, Evaluates efficiencies and implements process improvements, Maintains internal operational and financial controls, Serves as subject matter expert for training and coaching
Seniority
Senior, hands-on IC with leadership responsibilities