Advice & Wealth Management Operations Manager

The Advice & Wealth Management Operations Manager enables effective day-to-day operations that support Advice & Wealth Management (AWM) Investment Optimization (IO) program execution on behalf of Program and Field Implementation (PFI).

Requirements

• Bachelor’s degree in Finance, Business, or related field; or equivalent work experience.
• 4-6 years of relevant experience required
• 3+ years of successful track record with high comfort level in managing transformational initiatives, change management and financial management
• Ability to navigate stakeholder relationships and work effectively across organizational boundaries
• Strong leadership, analytical and relationship management skills
• Highly effective verbal and written communication skills

Benefits

• Vacation time
• Sick time
• 401(k)
• Health, dental and life insurance