Job Description:
Enterprise Overview:
The purpose of the role is to support and foster the overall service strategy for Wealth Management. The associate manages a diverse team, placing focus on mentoring, coaching and training, the business support structure, problem resolution and service efficiencies. Their broader responsibilities include identifying and implementing strategic service and technology solutions, working closely with business partners across diverse business to cultivate relationships with key stakeholders representing a broad range of functions and levels, as well as vendor and project management.
LOB Description:
Client Account Operations provides branch office operational support for Client Onboarding & Account Maintenance for the full suite of non-retirement brokerage account types and client ownership roles. Client Account Operations consists primarily of document review in support of account opening and maintenance; but also a wide variety of other processes and operations.  Support is primarily provided through a systematic workflow portal.
The CAO Team Manager will lead a team of 10-15 direct reports and partner with other Team Managers across multiple sites to manage multiple processes for the department.  The Team Manager is expected to contribute to an atmosphere and culture of teamwork and partnership across the various teams within  CAO and across the broader Operations network. The skills that this role is responsible for include but may not be limited to Individual, Joint, Custodial, and Trust as well as the Special Fiduciary Team.
The CAO Team Manager’s primary responsibilities include the following:
• Resource allocation across processing queues
• Developing and maintaining qualitative and quantitative measures to ensure compliance with current process procedures
• Ensuring high accuracy of processing outputs through quality assurance testing and training
• Handling of escalated inquiries
• Coaching and development of Associates
Required Skills:
• Supervisory or leadership experience
• Process management experience
• Proven decision-making skills, and the ability to effectively manage risk
• Excellent analytical and problem-solving skills
• Strong organizational and teamwork skills
• Strong interpersonal/leadership and oral/written communication skills
• Must be flexible with schedule (Operational hours are 8:00 AM – 6:30 PM EST)
• One on one meetings and performance reviews with Associates
• Ownership and involvement in team and department projects
Shift:
1st shift (United States of America)
Hours Per Week:
40
Job Type: Full time