Private Client Operations Manager
Core
Lead team members across the country in Private Client Services, serving as a mentor and coach to drive operations, process improvements, and workflow enhancements for high-net-worth clients.
Role type
Senior IC Private Client Operations Manager
Builds
Operational workflows and client service initiatives for high-net-worth clients
Domain
Financial Services / Private Wealth Management
Required skills
People management, process improvement, defect resolution, stakeholder collaboration, regulatory compliance knowledge, business acumen, data analysis, AI tool utilization (Claude/Copilot)
Preferred skills
College degree
Responsibilities
Lead and mentor team members in offices across the country, anticipate and facilitate operations through process improvements and defect resolution, collaborate with business area stakeholders to drive Client Operations initiatives, resolve complex matters using sound judgment, communicate effectively with diverse groups and senior leaders.
Seniority
Senior, hands-on IC with people management experience