Private Wealth Management Business Service Officer
Core
Lead branch operations and supervise support professionals to modernize client experience and ensure service delivery for Private Wealth Management clients.
Role type
Senior IC Private Wealth Management Business Service Officer
Builds
Client service operations and support infrastructure for Financial Advisors
Domain
Private Wealth Management / Financial Services
Required skills
People management, coaching, conflict resolution, budget tracking, process improvement, strategic thinking, compliance knowledge, relationship management, talent development, organizational skills
Preferred skills
Supervisory experience, industry experience
Technologies
N/A
Responsibilities
Lead and mentor a team of Support and Service Professionals; manage travel and entertainment expenses and budget forecasting; facilitate client inquiry resolution; conduct performance reviews and coaching; implement process improvements to drive efficiency.
Seniority
Senior, hands-on IC