Job Description

As the Wealth Operations Group Manager- Performance Reporting you are responsible for overseeing and managing the operations of the Wealth Management group. You ensure the efficient and effective delivery of operational processes, including client onboarding, account maintenance, and transaction processing. This role provides leadership to managers and professional associates, is accountable for the performance and results of multiple related teams, and develops departmental plans aligned with business, production, and organizational priorities

Primary Responsibilities

  • Operations Management
    Monitor operational performance, identify areas for improvement, and implement strategies to enhance efficiency across wealth operations.

  • Team Leadership and Development
    Lead and develop managers and professional associates, fostering a culture of accountability, collaboration, and continuous improvement.

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