Head - Operations - Wealth Management Firm

Job Description:

- Own and oversee Wealth Spectrum, CRM, BIRR, and Wealth Partner Portal, among other Wealth Management tools, to guarantee user uptake and efficient operations.

- Oversee the AUM repository, reconciliation, and prompt AUM transfer between ARNs and products.

- Create, execute, and constantly enhance wealth operations procedures in accordance with industry best practices.

- Oversee partner payout models and make sure partner payouts and direct sales incentives are processed accurately and on schedule.

- Oversee the entire onboarding process for clients and wealth partners, making sure that code is created and onboarded within specified turnaround times.

- To increase operational efficiency, take the lead in integrating front-office and back-office technologies with internal and external platforms.

- Drive automation to improve accuracy and decision-making while managing your company's MIS, dashboards, planning, and reporting.

- Work together with the teams in charge of sales, products, technology, finance, and compliance to guarantee smooth execution.