OPERATIONS DIRECTOR - PRIVATE WEALTH
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POST DATE 9/16/2016
END DATE 12/9/2016
DM Stone JobsInBrokerage.com
San Francisco, CA
JOB DESCRIPTIONYou will work with business line managers across PWM to look for ways to improve processes and reduce risks. You will be coordinating and managing project deliverables, reporting on key measurable and metrics, and data management.Writing business requirements for PWM projects including financial forecasts and risk mitigation factors, owning and driving project initiatives, working with the data management team to deliver clean metrics for business dashboards, helping coordinate (liaise) PWM risk matrices, documenting operational processes and requirements, updating operational manuals, coordinate document gathering in response to internal and regulatory audits/exams, owning and maintaining PWM resource sites (SharePoint, EaglesNet and Collaborate), and participating in meetings as a representative for the PWM Middle Office. You will be involved in all business planning and resource discussions as an important member of the Operations Management team.Create, maintain and publish a weekly business dashboard for operational transactions and activity metrics. This will require proficiency in Excel and PowerPoint. QUALIFICATIONS:5 to 7 years of financial services experiences at a brokerage firm or RIA/Manager2 to 3 years of experience dealing directly with operations functions 1 to 2 years in project and/or risk management 4-year college degree with a business concentrationPMP certification A PLUSMaster?s in Business A PLUSSeries 7 license A PLUSExcel, Word and PowerPointABLE T
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