Private Client Operations Manager
Core
Lead team members across the country in Private Client Services, focusing on process improvements, defect resolution, 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 individuals
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
People management, process improvement, defect resolution, stakeholder collaboration, regulatory compliance knowledge, data analysis, business acumen, AI tool utilization (Claude/Copilot)
Preferred skills
College degree
Responsibilities
Lead and mentor team members located 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, lead and facilitate various meetings, apply insights from large data sets to support decision-making
Seniority
Senior, hands-on IC with people management experience
