Private Wealth Management Business Service Officer
Core
Lead and supervise Support Professionals and Service teams to modernize client experience, ensure operational excellence, and execute strategic priorities across assigned branches.
Role type
Senior IC Private Wealth Management Business Service Officer
Builds
Client service operations and support infrastructure for Private Wealth Management branches
Domain
Private Wealth Management / Financial Services
Required skills
People management, team supervision, conflict resolution, strategic thinking, process improvement, budget management, compliance adherence, stakeholder partnership, talent development, operational oversight
Preferred skills
Previous supervisory experience, industry experience
Technologies
N/A
Responsibilities
Lead, mentor, and supervise a team of Support and Service Professionals; Facilitate interviewing, selection, and onboarding of new hires; Manage travel and entertainment expenses and budget forecasting; Resolve client inquiries and requests; Identify and implement process improvements to drive efficiencies; Conduct one-on-one coaching meetings for career goal setting and team building.
Seniority
Senior, hands-on IC