Wealth Management Analysis Manager

Job Summary

A company is looking for an Analysis & Report Manager.

Key Responsibilities

• Manage Wealth Management Analysis & Reporting operations within a bank environment
• Lead and develop a team of Analysis & Reporting Operations Specialists
• Own operational risk management, quality control, and regulatory oversight related to client reporting

Required Qualifications

• 5+ years of experience in Wealth Management or Brokerage Operations
• 2+ years in a team lead, supervisory, or managerial role within Wealth Management operations
• Strong expertise in Wealth Management operations processes and systems
• Proven ability to manage operational, regulatory, and client reporting risks
• Associate's or Bachelor's degree preferred