GWIM Associate Team Ops Mgr- Wealth Management Ops Private Bank Project Enablement

$62,000 - $100,000 yearly
  • The Resume Review - Recruiting Department
  • Dallas, TX, USA
  • May 26, 2022
Full time Accounting Finance

Job Description

Job description
Enterprise Overview:
The purpose of the role is to support and foster the overall service strategy for Wealth Management. The associate managers a diverse team, placing focus on mentoring, coaching and training, the business support structure, problem resolution and service efficiencies. Their broader responsibilities include identifying and implementing strategic service and technology solutions, working closely with business partners across diverse business to cultivate relationships with key stakeholders representing a broad range of functions and levels, as well as vendor and project management.
LOB Description:
The successful candidate will be an individual contributor within the Private Bank Project Enablement Team with responsibility for managing small, medium and large technology initiatives on behalf of Private Bank Operational units.  The individual in this role will interact closely with operations, technology and compliance teams to analyze, design and prepare formal business requirements, develop business cases and secure technical cost estimates to achieve Private Bank Operations business objectives. 
The individual will be responsible for developing detailed project plans and managing all required project documentation, coordinate creation and execution of test plans as well as the post production validation activities in support of technology releases.  Additionally, the individual will coordinate efforts to capture, track and resolve issues arising during the course of project assignments to ensure successful outcomes.  This individual will also provide ongoing production support for one or more applications leveraged by Private Bank Operations and coordinate production defect remediation activities between the line of business and Technology as required. 
Required Skills:
  • Project management experience managing projects related to enlacing back office applications.
  • Working familiarity with the Private Bank Custody and Accounting platform (PACE)
  • Familiarity with the Agile project process methodology.
  • The successful candidate will possess strong organizational, influencing and communication skills and the ability to manage multiple tasks and deadlines. 
  • Bachelor’s degree required. 
​Desired Skills:
  • Broad-based experiential knowledge of Trust Operational processes (i.e. Trade Operations, Settlements, Asset Servicing, Corporate Actions, Fees, Billing) is strongly preferred
  • Experience with JIRA or other Agile workflow tools
  • Intermediate to advanced knowledge of Microsoft applications (Excel, PowerPoint, etc.)