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We are seeking a Wealth Operations Manager to join our Ledyard Financial Advisors team. The primary responsibility of the Wealth Operations Manager is the strategic oversight of the Wealth Operation Team, including supporting the investment staff, trading, backing up treasury process, identifying process improvements and efficiencies and other various responsibilities of Client Services. The Wealth Operations Manager will play a key role in optimizing operational processes, enhancing productivity and ensuring a seamless execution of wealth management services. The Wealth Operations Manager is a member of the Ledyard Financial Advisors Senior Leadership Team. Qualifications;An Associate degree in Business or Finance is required, Bachelor’s degree preferred; five plus years’ experience required in the Investment/Trading field; two plus years’ Supervisory/Management experience required; advanced experience in investments required. Location: Hanover, NH (includes paid parking)
Full Time
Banking
$108k-136k (estimate)
04/21/2024
06/20/2024
ledyardbank.com
LEBANON, NH
100 - 200
1991
DONNA STPETTER
$10M - $50M
Banking
The Upper Valley, Lake Sunapee and Concord regions' leading financial services organization helping individuals and businesses make clear, confident decisions about how to save, borrow and manage their finances with eight convenient community banking offices throughout the region. Ledyard National Bank is home to our premiere investment and trust division, Ledyard Financial Advisors, and our Private Banking division which delivers a higher level of personal and consultative service to professionals, their practices and their families. Ledyard gives you more than just bankers with knowledge, ex ...
pertise and local decision-making capabilities. Ledyard offers true partnerships. At Ledyard, we help you plan well so you can live well. Member FDIC. Equal Housing Lender.
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The job skills required for Wealth Operations Manager include Leadership, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Operations Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Operations Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Operations Manager positions, which can be used as a reference in future career path planning. As a Wealth Operations Manager, it can be promoted into senior positions as a Senior Operations Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Operations Manager. You can explore the career advancement for a Wealth Operations Manager below and select your interested title to get hiring information.