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Job Description
Overview:
Our client is a high-growth, multi-entity private wealth manager who is seeking a strategic Operations Manager to lead their back office support functions. This person will help to build a new team to support a newly formed division of the company. This is a pivotal leadership role designed for a proactive professional who enjoys building high-performing teams, optimizing complex financial workflows, and driving continuous improvement in a collaborative, fast-paced environment.
What you will be doing:
Team Leadership: Direct and mentor the operations staff, providing coaching and performance management to ensure a premium experience for both advisors and clients.
Workflow Management: Oversee end-to-end administrative cycles including account onboarding, documentation, and maintenance while ensuring strict regulatory compliance.
Transaction Oversight: Manage the processing of all financial req...