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Wealth Management Program Director
1 week ago
We are seeking a skilled Wealth Management Program Director to lead our team in delivering exceptional financial services. The ideal candidate will have a strong background in wealth management, with experience in front office advisor support, back office account management process, investment fund records keeping, and more.
Key Responsibilities
The successful candidate will be responsible for developing and maintaining relevant documentation and reports for the Wealth management and financial services program. They will also act as a consultant to the delivery teams and business engineering team, sharing wealth management and financial services insights and best practices as applicable. Additionally, they will support the Director, of Service Enablement to develop, articulate, and implement business process improvement initiatives on an ongoing basis.
Required Qualifications
To be successful in this role, candidates should have a minimum of 2 years in wealth management or financial service operations as a Manager or Senior Manager. They should also have experience with project management, digital transformation, and SMART technologies such as artificial intelligence, machine learning, and big data analysis. A college graduate with a degree in Financial management, Marketing, Business Management, Information Technology, or any other relative discipline is preferred.
