Job Description:
Our client is currently seeking a highly skilled and experienced Wealth Management Services Operations Manager to lead their Asset Control team. This pivotal role involves overseeing comprehensive asset servicing for trust accounts, ensuring accuracy in operations, compliance with regulations, and achieving service level objectives. The ideal candidate will bring a strategic approach to process improvement and risk mitigation, fostering a collaborative and high-performance team environment. This full-time position is an excellent opportunity for a leader passionate about making a significant impact in wealth management services.

Responsibilities:

• Manage and oversee the day-to-day operations of the asset servicing team, ensuring compliance with both internal and regulatory standards.
• Drive the implementation of process enhancements and strategic projects to improve service delivery and operational efficiency.
• Provide leadership and direction to team members, including performance management, training, and development to build a high-performing team.
• Develop and maintain strong collaborative relationships with internal stakeholders and external partners to optimize service outcomes.
• Monitor and manage operational risks, implementing controls and corrective actions to mitigate risk exposures.
• Prepare and review operational and management reports, analyzing data to inform decision-making and report to senior management.
• Ensure the accurate setup, maintenance, and reporting of trust account assets, adhering to all compliance and procedural requirements.
  

Qualifications:

• Bachelor’s Degree in Management, Accounting, Finance, or a related field.
• A minimum of 10-12 years of experience in wealth management operations, securities and/or cash processing, or securities operations.
• At least 2 years of experience in a managerial capacity overseeing financial operations teams.
• Strong leadership skills with a proven ability to manage, develop, and motivate a team.
• Demonstrated ability to implement process improvements and best practices in asset management.
• Excellent problem-solving skills and the ability to handle complex operational issues.
• Strong communication and interpersonal skills, with the ability to interact effectively at all levels of the organization.
• Experience in regulatory compliance and risk management within financial services.
• Detail-oriented with a high degree of accuracy and commitment to operational excellence.
• Certifications such as Certified Securities Operations Professional (CSOP) or Certified Trust Operations Professional (CTOP) are highly preferred.
  

About GDH:
At GDH, we believe in the power of people and the importance of caring. Our culture statement, "We care about people," isn't just a tagline – it's the core of everything we do. GDH is a premier staffing and talent solutions company dedicated to helping businesses find the best talent and assisting job seekers in finding their dream jobs.

Who We Are:
GDH, founded in 2001, has grown into a leader in providing staffing solutions across various industries. We specialize in IT across several sectors, connecting top talent with leading enterprises. As a Best of Staffing firm recognized for excellence in client, employee, talent, and women's services, we pride ourselves on our commitment to quality and service.

GDH provides equal employment opportunities (EEO) to all employees and applicants for
employment without regard to race, color, religion, sex, national origin, age, disability, genetic
information, veteran's status or any other category protected by law. In addition to federal law
requirements, GDH Consulting, Inc. complies with applicable state and local laws governing
nondiscrimination in employment in every location in which the company has facilities and/or
employees. This policy applies to all terms and conditions of employment, including recruiting,
hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence,
compensation, benefits and training. Applicants with disabilities that require an accommodation
or assistance in applying and/or for interviewing, please contact our HR Department.
 
Please visit GDH's website for notice of collection for California applicants.