Private Client Group Operations Lead

1 month ago

Cincinnati, Ohio, United States Western & Southern Financial Group Full time
Job Title: Private Client Group Analyst

Overview

This role is responsible for providing operational support to the Private Client Group (PCG) business line. The successful candidate will have a deep understanding of all operational aspects of PCG and will work closely with the PCG Operations Lead to drive operational excellence and improve the client experience.

Key Responsibilities:

  • Maintain a deep understanding of all PCG technology, including Orion and the firm's CRM solution.
  • Support the PCG Operations Lead in owning custodial relationships and understanding the workflow within the custodial environment.
  • Partner with the PCG Operations Lead and PCG team to enhance/build workflows and drive efficiencies.
  • Play an active role in owning significant portions of system implementations and ongoing evaluation of technology ecosystem.
  • Assist with the ongoing development of PCG statements, including custodial offerings.
  • Possess a deep understanding of all Fort Washington operational workflows within the PCG business line.
  • Advocate for the client experience within Operations throughout all production processes and projects.
  • Play a lead role in ensuring the daily, monthly and quarterly reconciliation data is accurate and complete.
  • Own all performance tasks, including the triage of issues caught by Orion and/or the Fort Washington reconciliation processes.
  • Lead all internal and external reporting production, including quarterly statement generation, creation of executive summaries and any ad-hoc needs.
  • Manage quarterly fee billing processes.
  • Compile monthly and quarterly assets under management (AUM) reporting.
  • Coordinate all PCG audits and play a lead role in obtaining necessary information.

Qualifications:

  • Proven knowledge of private/wealth management clients and processes.
  • Demonstrated ability to present information to multiple levels within an organization.
  • Demonstrated ability to organize and prioritize tasks independently.
  • Proven excellent analytical ability and numerical skills.
  • Demonstrated ability to independently solve problems.
  • Proven excellent oral and written communication skills.
  • Demonstrated ability to think both tactically and strategically.
  • Demonstrated experience in Operational Excellence or Process Improvement initiatives.
  • Demonstrated understanding of performance measurement and the Global Investment Performance Standards (GIPS) preferred.
  • Demonstrated strong attention to detail.
  • Proven experience handling confidential information and correspondence.

Requirements:

  • Bachelor's degree in finance or business administration.
  • Advanced knowledge of Microsoft Office.
  • Demonstrated technical aptitude with the ability to quickly learn and understand new technology.
  • Must have experience working with Portfolio Management, CRM and other related systems.

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