Wealth Mgmt Services Ops Sr Manager

Bonus Type

Summary

Are you an operations leader who enjoys building teams, improving processes, and creating sustainable operational excellence? As the Wealth Management Services Senior Operations Manager, you will help establish and mature a newly centralized operational oversight and quality function supporting Retirement Plan Services. This is a unique opportunity to shape the future operating model, develop talent, improve workflow visibility, and strengthen consistency across a growing organization. Working closely with partners across Wealth Management, Operations, and Technology, you will help create scalable solutions that improve quality, accountability, and client outcomes.

Job Description

The Wealth Management Services Senior Operations Manager provides leadership for operational oversight and quality functions supporting Retirement Plan Services operations. The team focuses on balancing oversight, aged-item monitoring, workflow visibility, operational reporting, corrections, trend analysis, and issue resolution. This is not a participant-facing, plan administration, or relationship management role.

This leader will help build and mature a centralized function that improves visibility, consistency, accountability, and operational effectiveness across Retirement Plan Services. Success in this role requires strong leadership, relationship-building skills, analytical thinking, and the ability to influence positive change across teams. The ideal candidate is someone who enjoys developing people, improving processes, solving complex operational challenges, and creating sustainable operating models that support long-term growth. Prior Retirement Plan Services experience is not required.

Team Culture

Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients.

How You'll Spend Your Time

• Lead – Develop and coach a team responsible for operational monitoring, balancing, reporting, and corrections.
• Build – Help establish the future operating model, routines, metrics, and accountability standards for a growing function.
• Improve – Identify opportunities to simplify workflows, remove friction, and improve consistency across teams.
• Partner – Collaborate with Operations, Technology, Wealth Management, and business partners to solve complex operational challenges.
• Analyze – Investigate trends, root causes, and process breakdowns to improve quality and operational performance.
• Guide – Support operational oversight, balancing activities, exception management, and workflow visibility.
• Develop – Coach and mentor team members, develop talent, build leadership depth that support succession planning efforts.
• Drive – Lead strategic initiatives, continuous improvement, and change management efforts that strengthen the organization over time.
• Strengthen – Help establish sustainable quality, governance, and accountability practices that support long-term operational excellence.

Education & Experience Requirements

• Adaptability
• Business Acumen
• Decisiveness
• Diagnostic Information Gathering
• Empowering Others
• Fostering Innovation
• Global Perspective
• Managing Performance
• Personal Credibility
• Persuasive Communication
• Vision / Values

Working Conditions & Physical Requirements