Role responsibilities
The Senior Manager, Operations will lead a team to deliver high-quality operational support and drive process improvements within the wealth management business. This role includes overseeing daily operations, managing investment accounting activities, and ensuring operational excellence.
Requirements
Candidates must have a bachelor's degree, preferably in Finance, Business, Economics, or Accounting, along with 10+ years of experience in financial services operations. A minimum of 5 years in a leadership role is required, with a preference for familiarity with Addepar or similar platforms.
Key skills
Leadership, Coaching, Talent Development, Communication, Relationship Building, Analytical Thinking, Problem Solving, Operational Improvements, Change Initiatives, Attention to Detail, Excel, Addepar, CRM Systems, Microsoft Office Suite
Keywords
Operations, Wealth Management, Investment Accounting, Portfolio Management, Process Improvement, Client Service, Data Integrity, Risk Management, Performance Reporting, Workforce Planning, Operational Excellence, Cross-Functional Collaboration, Quality Assurance, Addepar, Excel, CRM Systems, Dynamics 365, Salesforce