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Wealth Management Operations Leader

2 months ago

Albany, New York, United States Fusco Personnel Inc. Full time

OPERATIONS MANAGER

Fusco Personnel is actively seeking an Operations Manager for a prominent wealth management firm. This position offers a full-time direct hire opportunity within the financial services sector. The successful candidate will oversee the client-facing team, ensuring exceptional service delivery and operational efficiency.

Key Responsibilities:
- Lead and manage a team dedicated to client services in the wealth management industry.
- Foster a collaborative environment that promotes high performance and accountability.
- Implement best practices to enhance operational workflows and client satisfaction.

Qualifications:
- A Bachelor's degree in Finance, Accounting, or a related discipline is preferred.
- 5-10 years of relevant experience in finance or accounting.
- Proven leadership capabilities with a focus on team development.
- Excellent organizational skills and meticulous attention to detail.
- Proficiency in Microsoft Office Suite, particularly advanced Excel.
- Familiarity with Orion, Salesforce, and DocuXplorer is advantageous.

Compensation:
Salary range is competitive, reflecting experience and expertise, typically between $80,000 and $120,000.

At Fusco Personnel, we take pride in aligning talent with organizational culture for our esteemed clients. Our dedicated team of specialized recruiters works diligently to ensure the best matches.

Whether you are exploring your next career opportunity or seeking top talent to elevate your business, we invite you to connect with our professionals.


Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity Employer.