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Wealth Management Operations Manager

Company: Windward Recruiting
Location: New Orleans
Posted on: April 10, 2021

Job Description:

Windward Recruiting has partnered with a respected RIA in the search for a Sr. Operations Manager in New Orleans. The Sr. Operations Manager will be responsible for providing leadership and managerial ownership of the firm's day-to-day wealth management operations. The ideal candidate will be responsible for data management in operational systems, reporting, and trading.
Responsibilities:

  • Play an integral role in growing our private client business focused on servicing sophisticated high net worth individuals and families.
  • Analysis and auditing of client information across key systems, requiring a robust understanding of relational databases and analytical skills
  • Reporting management to provide accurate information to clients through portals and deliverable content, requiring creativity and problem-solving skills
  • Management of key financial account and transactional information in our portfolio management software
  • Daily Trade and Rebalance execution and reconciliation, requiring attention to detail and critical thinking skills
  • Recognize areas of opportunities for improvement across the organization, including opportunities to boost revenue, reduce cost, and increase profitability throughout the organization.
  • Assist Sr. Managing Partners in special projects and with initiatives designed to streamline firm policies and procedures.
    Qualifications:
    • Bachelor's degree in Finance, Business or Economics
    • Minimum of 8-10 years of professional experience in a financial operations role
    • Strong analytical, investigative, and critical thinking skills
    • Advanced proficiency in Microsoft Excel is required
    • Advanced use of mental models to translate strategic concepts into tactical results
    • Proficiency in Salesforce, eMoney, MoneyGuide Pro, Tamarac Reporting, and Tamarac Trading is a plus
    • Excellent written and verbal communication skills, especially with regard to technical writing
      Competitive compensation commensurate with experience and qualificationsRelocation assistance available

Keywords: Windward Recruiting, New Orleans , Wealth Management Operations Manager, Executive , New Orleans, Louisiana

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