Wealth Mgmt Services Operations Manager

Our Wealth Management Securities Services group specialize in providing comprehensive asset servicing for trust accounts including asset setup maintenance pricing trade execution settlements and more. Our expertise extends to fund accounting services performance reporting and shadow accounting for our Advisor Trust Services line of business. We are seeking an experienced leader to join our team as an Operations Manager on the Mutual Fund Processing team! If youre passionate about making a difference for clients fostering a positive work environment and contributing to your community this is your opportunity to lead and grow with us!

The Wealth Management Services (WMS) Operations Manager is primarily responsible for all aspects of management over assigned teams within WMS providing leadership and oversight in daily operations metric reporting process improvement and the managing of compliance and risk exposure ensuring operational processes are executed accurately and efficiently while adhering to governing body regulations and achieving service level objectives. This position works with senior management to resolve high impact issues requiring urgent and immediate resolution.

We celebrate each others wins big and small. We respect honor and praise one another for a job well done. We are transparent. We are involved committed and collaborative. Simply put: We Achieve More Together.

• Lead Provide staff with clear concise guidance set performance expectations and deliver ongoing coaching and feedback to ensure adherence to internal standards and quality expectations.
• Oversee Manage daily department operations ensuring work is completed accurately efficiently and in alignment with business objectives.
• Resolve Address complex operational issues that require independent judgment and decision-making beyond staff experience and authority.
• Evaluate Review internal policies procedures and programs to identify opportunities for increased efficiency effectiveness and risk mitigation.
• Implement Recommend and execute process improvements program enhancements and operational changes that support departmental and organizational goals.
• Mitigate Minimize operational losses and market exposure through the establishment and monitoring of effective internal controls.
• Ensure Maintain consistent work procedures and operational practices that align with departmental priorities and broader divisional objectives.
• Troubleshoot Resolve technical issues related to departmental processes systems and equipment to support uninterrupted operations.
• Collaborate Partner with internal business units and external vendors to address operational needs improve service delivery and support strategic initiatives.
• Optimize Continuously assess and enhance department processes and procedures to meet customer needs and deliver a high-quality service experience.

• Adaptability
• Business Acumen
• Decision Making/Judgement
• Diagnostic Information Gathering
• Empowering Others
• Fostering Innovation
• Interpersonal Effectiveness
• Managing Performance
• Motivational Support
• Oral/Written Communication
• Personal Credibility
• Vision/Values