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Senior Operations Executive; Wealth Management Services
2 months ago
The Senior Operations Executive; Wealth Management Services at Capital Group is a pivotal role that ensures the seamless functioning of our Private Client Services (PCS) operations. This position will collaborate closely with the technology division to define and implement a forward-thinking technology roadmap.
This executive will also coordinate with various internal and external operational teams, including technology, outsourcing, and custodial services, to create a streamlined and effective operational framework that enhances client satisfaction.
It is crucial for this leader to foster a culture of continuous enhancement across our operational landscape, focusing on people, processes, and technology.
Key Responsibilities
- Collaborate with fellow leaders to establish a clear vision and strategic direction for our operational framework, encompassing personnel, processes, and technologies, especially in a dynamic business environment with an expanding array of products and services.
- Oversee daily operational activities, managing both direct and indirect responsibilities, while addressing issues in partnership with client-facing teams.
- Champion continuous improvement initiatives across our platforms, engaging both internal and external partners, and setting appropriate Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).
- Navigate a high-risk operational landscape while ensuring exceptional client service delivery.
- Identify, develop, and promote best practices to enhance scalability and support sustainable growth.
Candidate Profile
The ideal candidate will possess over 15 years of operational and technological expertise within the wealth management sector, including a minimum of 10 years in leadership roles. A profound understanding of both current and emerging technologies in wealth management is essential.
This individual will be recognized as a motivating leader, capable of inspiring teams with enthusiasm, vision, and transparency. Experience in managing other leaders is a prerequisite.
We seek a solution-oriented professional who thrives in dynamic environments, adept at driving success in client-focused scenarios, demonstrating a natural service orientation, and exhibiting high learning agility and comfort with uncertainty.
Previous achievements in strategic and operational project delivery are highly valued. A deep curiosity and passion for unraveling complex operational challenges and identifying root causes to develop high-quality solutions are essential traits.
This candidate will confidently challenge conventional practices and possess a BA or BS degree, with a preference for a Master's degree (certifications such as CFP or CPWA are advantageous).
Compensation and Benefits
Capital Group offers a competitive base salary, along with eligibility for an individual annual performance bonus, an annual profitability bonus, and a retirement plan with a generous contribution from Capital.
We are committed to being an equal opportunity employer, adhering to all applicable federal, state, and local laws that prohibit discrimination in employment decisions.
Our policies ensure that unlawful discrimination based on race, religion, color, national origin, sex, age, disability, and other protected characteristics is strictly prohibited.
