Key skills
Leadership
About this role
Role Overview
- Lead wealth servicing operations across assigned teams, functions, or regions
- Deliver consistent service levels, quality outcomes, and client experience for wealth clients
- Manage workload, staffing, and operational execution to meet performance targets
- Ensure service continuity and operational effectiveness during periods of change or growth
- Own customer satisfaction, issue resolution, and end-to-end case ownership
- Support life-event servicing, retention strategies, and service recovery for high-value clients
- Monitor and analyze performance across service, quality, productivity, and risk metrics
- Identify trends and drive improvements in processes, workflows, and servicing models
Requirements
- Experience in wealth servicing, private banking, or high-touch client operations
- Leadership experience in operations, servicing, or contact center environments
- Strong understanding of relationship-based servicing models and client experience expectations
- Experience managing performance, operational metrics, and process improvement
- Knowledge of regulatory, risk, and compliance requirements
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law