JR-45344 Wealth Operations Sr Specialist (Hybrid)
Core
Provides technical support and process expertise for investment account opening operations, ensuring quality outputs for subscribers and field teams.
Role type
Senior Individual Contributor Wealth Operations Specialist
Builds
Investment account opening processes and client onboarding workflows
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Investment account opening expertise, technical training development, process improvement implementation, quality assurance planning, complex issue resolution, team mentoring, system enhancement execution
Preferred skills
Cross-functional project collaboration, stakeholder influence, priority management
Technologies
FPS systems, investment account opening technologies
Responsibilities
Provide day-to-day technical support for investment account opening operations, develop and deliver technical training to onboarding and support teams, resolve complex plan requests and procedural errors, mentor less experienced staff, design and execute quality assurance plans, identify and implement process and workflow improvements
Seniority
Senior, hands-on IC with mentoring responsibilities