Jobs
>
West Lebanon

    Wealth Operations Manager - West Lebanon, United States - MRINetwork Jobs

    MRINetwork Jobs
    MRINetwork Jobs West Lebanon, United States

    14 hours ago

    Default job background
    Description

    Job Description

    Job Description

    About Our Company:

    Management Recruiters International (MRI) is the world's largest executive search and recruitment organization with a global network of offices and recruiting professionals. Founded in 1966 and consisting of five offices across New England, The Boston Group is one of MRI's oldest, largest and most highly acclaimed members.

    General Statement of Duties

    The primary responsibility of the Wealth Operations Manager is the strategic oversight of the Wealth Operations Team, including supporting the investment staff, trading, backing up treasury process, identifying process improvements and efficiencies and other various responsibilities of Client Services. The Wealth Operations Manager will play a key role in optimizing operational processes, enhancing productivity and ensuring a seamless execution of wealth management services.

    Job Description:

    • Responsible for the strategic direction and oversight of the Wealth Operations Team, to include: supporting the investment staff, trading, backing up treasury process, identifying process improvements and efficiencies and other various responsibilities of Client Services. Lead and manage the operations team, providing guidance, support, and mentorship to team members.
    • The Wealth Operations Manager will play a key role in optimizing operational processes, enhancing productivity and ensuring a seamless execution of wealth management services.
    • Collaborate with cross-functional teams to provide streamlined procedures and implement new processes, systems and tools.
    • Identify and address operational risks and implement appropriate risk mitigation strategies. Foster a culture of continuous improvement and innovation within in the operations team.
    • Responsible for trading activities that include: executions of both equity and fixed income trades for Managed, Joint Advisory, and Custody accounts. Interacts with Approved Brokers for trading execution completion. Save daily trade blotters and supporting documentation to Identifi and distributes to the PM team. Maintain records in appropriate system.
    • Support requests from the Portfolio Manager team, Investment Strategy team, Trust Committee, bank auditors & examiners.
    • Keep Business Continuity information current for the Investment area through various systems.
    • Support Financial Advisor/Portfolio Management team with reviewing existing and potential client statements to be sure the assets can be brought in and held in the client accounts. Report any potential issues with an asset to the FA/PM team.

    Qualifications:

    • An Associate degree in Business or Finance is required, Bachelor's degree preferred.
    • 5+ years' experience required in the Investment/Trading field.
    • 2+ plus years' Supervisory/Management experience required.
    • Advanced experience in investments required.
    • Ability to calculate figures and amounts such as foreign exchange rates, interest, percentages, multiplication and division.
    • Ability to organize and manage workload and propose adjustments when needed.
    • Ability to work independently with minimal supervision,
    • Identify process/efficiency issues and develop and implement solutions.
    • Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret a variety of technical instructions in written or diagram form and deal with several abstract and concrete variables.
    • Read, analyze, and interpret technical procedures.
    • Document procedures.
    • Professional written and verbal communication skills
    • Client focus.
    • Prepare client documents and reports with accuracy.
    • Performs all duties conforming with Bank Policies and Procedures surrounding Regulatory
    • Compliance, including BSA/AML regulations and requirements.

    ONLY QUALIFIED CANDIDATES TO THESE REQUIREMENTS may send a "word" version of your resume to - Due to the large volume of resumes received only candidates with specific qualifications requested by our client will be contacted.


  • Mali Inc.

    Operations Manager

    14 hours ago


    Mali Inc. East Windsor, United States

    Job Description · Job DescriptionDescription:Hotels Unlimited operates mid-level franchised hotels and has great career opportunities for individuals who are highly motivated, have a take-charge attitude, and good communication skills. We are currently seeking an Operations Manag ...

  • BradyPLUS of Vermont

    Operations Manager

    14 hours ago


    BradyPLUS of Vermont White River Junction, United States

    Job Description · Job DescriptionPosition Summary: The Operations Manager is responsible for the oversight of warehouse and distribution for BradyPLUS Vermont. This role leads a team of 20 warehouse/driver associates. · Responsibilities include:Oversees receiving, warehousing, di ...


  • Boston Group Executive Offices West Lebanon, NH, United States

    Management Recruiters International (MRI) is the world's largest executive search and recruitment organization with a global network of offices and recruiting professionals. Founded in 1966 and consisting of five offices across New England, The Boston Group is one of MRI's oldest ...


  • Concord Coach Lines Lebanon, United States

    Dartmouth Transportation Company is seeking a Terminal Operations Manager who will be responsible for overseeing the day-to-day operations of our busy terminal in Lebanon, NH. The Terminal Manager, who will report directly to the General Manager, will oversee full- and part-time ...


  • Dartmouth Coach Inc Lebanon, United States

    Job Description · Job DescriptionDartmouth Transportation Company is seeking a Terminal Operations Manager who will be responsible for overseeing the day-to-day operations of our busy terminal in Lebanon, NH. The Terminal Manager, who will report directly to the General Manager, ...


  • Dartmouth College Hanover, United States

    Position Details · Position Information · Posting date: 04/10/2024 · Closing date: · Open Until Filled: Yes · Position Number: · Position Title: Advancement Operations Manager · Department this Position Reports to: Tuck Advancement · Hiring Range Minimum: $26.30 · ...

  • ITW

    Operations Manager

    3 weeks ago


    ITW East Windsor, United States

    **Company Description** · Since its founding more than 100 years ago, ITW has become one of the world's leading diversified manufacturers of specialized industrial equipment, consumables, and related service businesses. We place a high premium on the development of innovative sol ...


  • Boston Group Executive Offices West Lebanon, NH, United States

    About Our Company: · Management Recruiters International (MRI) is the world's largest executive search and recruitment organization with a global network of offices and recruiting professionals. Founded in 1966 and consisting of five offices across New England, The Boston Group i ...

  • Dartmouth Health

    Operations Manager

    2 weeks ago


    Dartmouth Health Lebanon, United States

    Overview · Onsite - 40 hours/week : Dartmouth Cancer Center · Coordinates and/or manages all aspects of complex, multi-component research projects, general research and projects for the assigned service line. Manages activities related to regulatory compliance and staff trainin ...


  • Dartmouth Coach Inc Lebanon, United States

    Dartmouth Transportation Company is seeking a Terminal Operations Manager who will be responsible for overseeing the day-to-day operations of our busy terminal in Lebanon, NH. The Terminal Manager, who will report directly to the General Manager, will oversee full- and part-time ...


  • Concord Coach Lines Lebanon, United States

    Dartmouth Transportation Company is seeking a Terminal Operations Manager who will be responsible for overseeing the day-to-day operations of our busy terminal in Lebanon, NH. The Terminal Manager, who will report directly to the General Manager, will oversee full- and part-time ...


  • Dartmouth Coach Lebanon, United States

    Dartmouth Transportation Company is seeking a Terminal Operations Manager who will be responsible for overseeing the day-to-day operations of our busy terminal in Lebanon, NH. The Terminal Manager, who will report directly to the General Manager, wil Operations Manager, Operation ...


  • FusionTech Windsor, United States

    The PM-International AG is a European family-owned company with 30 years of success in the distribution of high-quality health and fitness products. With our self-developed nutritional supplements and cosmetics under the brand FitLine, we consciously focus on the premium segment ...

  • Phoenix Technologies

    Department Head

    3 weeks ago


    Phoenix Technologies Grafton, United States

    Get to know us and join our team as · Department Head (m/f/d) for Financial Accounting and Controlling · at our location in Schwerin · You are our focus. Within the EDEKA Group, we operate nationwide as a consulting firm for taxes, finance, and business management. With over 900 ...


  • Sapphire Enterprises Grafton, United States

    Location: 97082 Würzburg/ Zellerau | Contract type: Full-time, permanent | Job ID: 827918 · What you'll be doing with us: · You love it when your guests feel right at home and you can give them your full attention? With ease, you convey to our customers in sales and at the cash r ...


  • Kellermeyer Bergensons Services Windsor, United States Full time

    Warehouse Janitorial Site Manager · Location Windsor, CT Department KBS Type Full Time Experience Mid Level Apply Now Share Job Kellermeyer Bergensons Services (KBS) has an immediate full-time opportunity to join our operations team as a Warehouse Janitorial Site Manager. If you ...


  • InfoStride East Windsor, United States

    Data Analyst/Power BI - Financial Modelling · Location: East Windsor, NJ (3 days onsite) · Potential CTH · Note - · Someone with building financial modelling · Hiring manager wants someone that can build dashboards from scratch and able to talk about how they helped facilitate s ...


  • BeaconFire Inc. East Windsor, United States

    We are seeking a highly motivated and detail-oriented Business Operations Specialist Intern to join our team. For this unpaid internship, you'll contribute to understanding business operations and administration in the IT industry and related businesses. This hands-on opportunity ...


  • Germer International - Pharmaceutical Recruiting East Windsor, United States

    2299z SENIOR MANAGER PRODUCTION OPERATIONS · COMPANY OVERVIEW: · Our client is a global full service CDMO focusing on drug substance and drug product development and manufacturing (clinical and commercial). · This position is based out of their East Windsor, NJ site. This site ...

  • Insight Global

    Data Analyst

    4 days ago


    Insight Global East Windsor, United States

    Compensation: · $24/hr to $28/hr · Exact compensation may vary based on several factors, including skills, experience, and education. · Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, ...