Wealth Management Services Operations Manager - Asset Control

Join our dynamic Wealth Management Services team as an Operations Manager in the Asset Control department! We 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 held-away accounting for collective investment funds and unitized assets. If you're 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!

Take the lead as a Wealth Management Services (WMS) Operations Manager - Asset Control, where you'll oversee a team responsible for critical asset management functions. From new security setup and pricing to classification and maintenance, your leadership ensures accurate operations, compliance with regulations, and achievement of service level objectives. You'll drive process improvements, mitigate risk exposure, and collaborate with senior management to tackle high-impact challenges. If you're ready to make a difference by delivering excellence and leading a skilled team in a dynamic environment, this is your opportunity to thrive!

Our team thrives on respect, responsibility, continuous learning, and collaboration-while never forgetting to have fun! We're committed to delivering exceptional accuracy and consistently exceeding client expectations.

• You will manage assigned personnel, determine work priorities, recommend additions and/or changes to staffing; exercise usual authority of a manager concerning performance reviews, salaries, discipline, counseling, incentives and terminations, provide staff with clear concise guidelines and provides performance feedback related to internal standards.
• You will be responsible for department operations, provides solutions to complex problems which require judgment and handling beyond staff experience and knowledge, review internal policies, operating procedures, and programs to ensure efficiency and recommends/implements new programs or enhancements as necessary.
• You will minimize operational losses and market exposure through effective internal controls, ensures internal work procedures are consistent with departmental and overall divisional goals and objectives, resolves technical problems related to work and equipment, partner with other departments and vendors and ensures department processes and procedures meet customer needs.
• You will work with Corporate Compliance and Audit to ensure compliance with governing regulatory guidelines. compiles and generates monthly reports for senior management review, define annual department objectives, develop operating plan, prepare management reports, expense reports, budget variances, operational statistics and quality reports.