Wealth Mgmt Services Ops Sr Manager

Are you an operations leader who enjoys building teams improving processes and creating sustainable operational excellence As the Wealth Management Services Senior Operations Manager you will help establish and mature a newly centralized operational oversight and quality function supporting Retirement Plan Services. This is a unique opportunity to shape the future operating model develop talent improve workflow visibility and strengthen consistency across a growing organization. Working closely with partners across Wealth Management Operations and Technology you will help create scalable solutions that improve quality accountability and client outcomes.

TheWealth Management Services Senior Operations Manager provides leadership for operational oversight and quality functions supporting Retirement Plan Services operations. The team focuses on balancing oversight aged-item monitoring workflow visibility operational reporting corrections trend analysis and issue resolution. This is not a participant-facing plan administration or relationship management role.

This leader will help build and mature a centralized function that improves visibility consistency accountability and operational effectiveness across Retirement Plan Services. Success in this role requires strong leadership relationship-building skills analytical thinking and the ability to influence positive change across teams. The ideal candidate is someone who enjoys developing people improving processes solving complex operational challenges and creating sustainable operating models that support long-term growth. Prior Retirement Plan Services experience is not required.

Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive high-performing team that consistently delivers outstanding results for our clients.

• Lead Develop and coach a team responsible for operational monitoring balancing reporting and corrections.
• Build Help establish the future operating model routines metrics and accountability standards for a growing function.
• Improve Identify opportunities to simplify workflows remove friction and improve consistency across teams.
• Partner Collaborate with Operations Technology Wealth Management and business partners to solve complex operational challenges.
• Analyze Investigate trends root causes and process breakdowns to improve quality and operational performance.
• Guide Support operational oversight balancing activities exception management and workflow visibility.
• Develop Coach and mentor team members develop talent build leadership depththat support succession planning efforts.
• Drive Lead strategic initiatives continuous improvement and change management efforts that strengthen the organization over time.
• Strengthen Help establish sustainable quality governance and accountability practices that support long-term operational excellence.

• Adaptability
• Business Acumen
• Decisiveness
• Diagnostic Information Gathering
• Empowering Others
• Fostering Innovation
• Global Perspective
• Managing Performance
• Personal Credibility
• Persuasive Communication
• Vision / Values