Client Engagement and Operations Vice President
Core
Vice President managing client engagement and operations for the Wealth Management Chief Data Office, coordinating cybersecurity and fraud risk initiatives with clients and financial advisors.
Role type
Senior IC operations and client engagement leader
Builds
Client engagement programs, incident response support, and operational infrastructure for the WM CDO
Domain
Financial services / Wealth Management / Cybersecurity & Fraud
Deliverable
client delivery
Required skills
Team management, budget management, hiring pipeline oversight, talent development, stakeholder communication, data analysis, project coordination
Preferred skills
Business development experience, Wealth Management industry knowledge
Technologies
Office productivity software, collaboration tools
Responsibilities
Coordinate engagements between Subject Matter Experts and clients/advisors for business development or incident response; manage administrative staff and non-comp budgets; support recruitment and onboarding; drive mentorship programs; facilitate team communications and initiatives.
Seniority
Senior, hands-on IC with management responsibilities