Wealth Operations Group Manager - Full-time / Part-time

Description

The Wealth Ops Group Manager is responsible for leading a team of financial services professionals providing specialized and dedicated service to our high-net-worth Wealth Managers and their clients.   In this role, you will help to increase customer loyalty and drive business development opportunities.  This individual must have the appropriate FINRA registrations including, but not limited to:  Series 4, Series 7, Series 24, Series 63, Series 65 and/or Series 66. 

Other Key Responsibilities will Include:

• Coaching and development of team
• Monitoring to ensure service levels are met
• Embed and embrace continuous improvement within the team 
• Develop procedures and training plans as new products and services are deployed
• Participate in system testing when necessary
• Monitor daily workflows and make necessary adjustments to staffing
• Participate in Operational Strategy and execution of said strategy
• Provide exceptional customer service to clients and Wealth Managers
• Work directly with other Citizens Wealth Management Operations managers and leaders in support of decision making regarding all operational improvements or required procedure changes
• Ability to work effectively with sales leadership and sales managers daily

 

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth