Wealth Operations Manager

3 days ago

Racine, Wisconsin, United States Johnson Financial Group Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Administrative Supervisor to join our team at Johnson Financial Group. As a key member of our Wealth Administrative team, you will be responsible for managing and directing workflow, providing comprehensive support to our team, and delivering exceptional client experiences.

Key Responsibilities
  • Direct and manage department staff goals and strategies, evaluating and reviewing administrative activities to identify workflow efficiencies and provide appropriate training.
  • Evaluate and implement new technology to support the delivery of Wealth products and services.
  • Develop a thorough understanding of core operating Wealth and Bank platforms.
  • Work closely with clients, relationship managers, and business partners to ensure efficient delivery of operational support functions.
  • Research and assist in resolving client inquiries and issues through to resolution, displaying initiative to problem solve and escalate when appropriate.
  • Manage trade executions and verifications at the direction of the Wealth Advisors.
  • Responsible for team accurately opening and closing of accounts, including tracking of incoming/outgoing transfer of assets and cash.
  • Fiduciary responsibilities include estate valuations, insurance claim processing, Will File, Vault and procedures, probate and other post-death processes, and insurance trust monitoring.
  • Investment responsibilities include initiating and tracking the status of deposits, as well as cash and asset transfers to accounts.
  • Responsible for review, disbursement, and updating of required reports.
  • Process various client requests, including wire transactions, funds transfers, and requests for distributions.
  • Manage the accurate and timely preparation of correspondence, reminders/ticklers, performance reports, documents, ad hoc reports, proposals, and other administrative functions.
  • Integrate technological advances into operations to enhance productivity and provide advanced functionality.
  • Ensure client files are maintained to meet industry standards and compliance requirements.
Management
  • Effectively communicate performance expectations, monitor, and hold staff accountable for their performance and actions.
  • Act as a 'Coach' for associates to leverage strengths and understand and identify gaps in performance, conduct one-on-one meetings, and timely appraise performance.
  • Provide development opportunities for staff aligning with their career goals and develop 'bench strength' for key positions.
  • Proactively recruit and maintain a pipeline of candidates who display requisite job skills and exhibit values consistent with Johnson Financial Group.
  • Create and sustain an environment that supports teamwork and mutual respect.
  • Communicate to team corporate updates, business updates, etc., and conduct regular, meaningful team/department meetings.
  • Monitor and maintain appropriate staffing levels to efficiently execute department responsibilities.
  • Use financial information to identify and implement cost containment or reduction programs and ensure expenditures are accurate and follow policies and procedures.
  • Model exemplary behaviors and actions for associates.
Job Requirements
  • Bachelor's degree in business, accounting/finance, information systems, or relevant area preferred; with minimum 5 years of experience managing in the financial services industry and/or Wealth services.
  • Excellent oral and written communication skills, proven organizational, analytical, and follow-up skills.
  • Proficient with MS Office Suite of products, wealth accounting systems, and bank operating systems.
  • Investment custody and/or Wealth accounting system knowledge highly desired.
  • Experienced Wealth Supervisors will have working knowledge of specific software (i.e., Financial Planning software, Trading Calculators, etc.).

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