Team Operations Lead
Core
Support a high-performing Private Investment Management team by managing business operations, client service plans, and team processes.
Role type
Team Operations Lead
Builds
Client service plans, team marketing channels, and operational processes for a wealth management team.
Domain
Wealth Management / Financial Services
Required skills
Time management, Organization, Verbal communication, Written communication, Regulatory compliance knowledge, Process improvement, Team coordination, Training delivery, Client service execution, Marketing channel management
Responsibilities
Assist with Client Experience Management and Service Plan execution, Manage team calendar and client meetings, Ensure team processes are reviewed and updated, Lead team marketing and communication channels, Ensure team members are trained, Support the Wealth Management process and maintain audit of activities.
