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About the Role
We are seeking a detail-oriented and proactive Manager to oversee daily operational functions, ensure compliance with internal processes, and support team performance within a fast-paced wealth environment. This role is responsible for inputting and reviewing transactions, managing workflows, and fostering a collaborative and accountable team culture.
Responsibilities
- Input and review money movement transactions within Wealthscape and Charles Schwab.
- Manage the day-to-day execution of operations tasks, including preparing and reviewing account opening paperwork and account maintenance.
- Review requests for opening Taxable, Retirement, Trust, & Business accounts within Fidelity & Charles Schwab.
- Serve as liaison between Wealth Teams and custodians, proactively contacting custodians daily to resolve issues and ensure requests are processed with accuracy.
- Delegate tasks and assist with team members workloads to ensure smooth execution of workflow.
- Foster accountability, collaboration, and continuous improvement within the team.
- Manage quarterly projects, maintain internal spreadsheets, and oversee completion of team members daily tasks.
Requirements
- 5-7 years of experience in financial business operations, ideally within a fast-paced, growth-oriented environment.
Skills
- Salesforce
- Fidelity (Wealthscape) and Charles Schwab Platforms
- Strong analytical and problem-solving abilities
- Excellent project management skills, with experience managing cross-functional teams
- Strong communication and interpersonal skills, with the ability to work effectively with all levels of the organization
- Proficiency in Excel
Experience Level
- 5-7 years
Education Level
- Bachelor’s degree in Business Administration, Operations Management, or related field.
About the Company
- We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community.
- We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals.
- We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
Equal Opportunity
- EOE M/F/D/V