Manager, Business Process Mgmt
Core
Lead the National Client Support Services operations team to provide daily support across Private Wealth Management services, including Money Movement, Investment Support, and Account Review Execution.
Role type
Senior Manager, Wealth Management Middle Office Operations
Builds
Operational processes and client support workflows for Wealth Management Banking, Trust, and Investment partners
Domain
Wealth Management / Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Operations management, process analysis and design, strategic leadership, team management, business strategy development, PeopleSoft systems knowledge
Preferred skills
Change management, operational process reengineering, multi-disciplinary expertise
Responsibilities
Manage multiple functions and subordinate managers, execute strategic direction of business activities, lead complex cross-functional initiatives, conduct performance management and career development, integrate new processes with existing ones
Seniority
Senior, hands-on IC with management of managers
