Manager, Operations and Support, Private Wealth
Role Overview
The Manager, Operations Support leads the Support Professional team serving Private Banking professionals and clients.
The manager oversees day-to-day operations, develops team capability, manages risk and complex escalations, and reinforces bank and regulatory requirements.
Key Skills for This Role
Full Job Posting
Role overview
The Manager, Operations Support leads the Support Professional team serving Private Banking professionals and clients.
The manager oversees day-to-day operations, develops team capability, manages risk and complex escalations, and reinforces bank and regulatory requirements.
People leadership and operations
- Coach, direct, and develop team members; support performance management, onboarding, training, career development, and succession planning.
- Coordinate coverage and resources, monitor workload and capacity, resolve workflow bottlenecks, and promote consistent service practices.
- Resolve complex or unusual transactions and operational escalations in partnership with Private Bankers and internal stakeholders.
- Monitor operational quality, errors, exceptions, audit findings, and irregularities; identify causes and implement corrective actions.
Risk, policy, and business partnership
- Reinforce bank policies, procedures, operational controls, and applicable regulatory requirements.
- Translate policy and regulatory changes into team expectations, and lead adoption of new systems, processes, tools, and programs.
- Build effective relationships across Support Professionals, Private Bankers, Compliance, Risk, Operations, and other partners.
- Support pilots, monitor adoption, and identify opportunities to improve processes, service consistency, and client experience.
Qualifications
- Typically 5 to 7 years of relevant experience in banking, wealth management, financial services, operations, or a related environment.
- Demonstrated experience leading, coaching, and developing employees.
- Strong operational experience with complex or non-routine client and transaction situations.
- Strong understanding of operational risk, controls, policies, and procedures in a regulated financial-services environment.
- Experience supporting or leading changes to systems, processes, policies, or operating procedures.
- Strong judgment, problem-solving, organization, relationship-management, and communication skills.
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