Executive Director, Wealth Management Operations

6 days ago

Wilmington, Delaware, United States International Search Consultants Full time
Job Description

We are seeking a highly experienced Senior Vice President to lead our Client Services and Operations teams in the Wilmington office. The ideal candidate will have a strong background in wealth management and a proven track record of success in managing high-touch client relationships.

Key Responsibilities
  • Monitor all workflows for Client and Operations teams for accuracy and efficiency.
  • Provide strategic leadership to the team, managing Associate's workloads and capacity.
  • Actively develop direct and indirect reports through recruiting, mentoring/coaching, and continued education.
  • Lead projects to improve internal process efficiencies, leveraging technology and optimizing team strengths.
  • Lead Operations and Client Servicing teams through any future acquisitions, providing input and guidance to senior-level individuals on M&A and client onboarding.
  • Serve as process owner for money movements and billing, ensuring accuracy and timeliness.
  • Oversee key vendor relationships.
  • Manage all escalated issues and respond appropriately.
Requirements
  • Bachelor's Degree Required.
  • 10 years' experience in financial services, specifically wealth management.
  • 5 years management experience.
  • UHNW Client Servicing/Exposure.
  • Strong Project Management skills.
  • Exposure to Trusts/Estates prep preferred.
  • Excellent communication skills, written and verbal, with internal and external stakeholders.
Benefits
  • Rapidly growing and well-established organization.
  • High visibility to Executive Leadership with opportunities for professional development.
  • Competitive base, bonus, and compensation structure with excellent benefits.
  • Rewarding culture and team within a client-focused, family-oriented firm.

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