Job Description
Join CC&L Financial Group as the Manager of Retail Portfolio Operations in a hybrid role. Lead a dynamic team focused on asset management and operational efficiency.
As a leader in the Investment Resource Group, you will guide Analysts and Specialists, overseeing important functions like billing and reconciliation. Your role ensures that operational processes meet compliance standards while fostering staff development and efficiency-driven practices. You'll be instrumental in identifying issues and implementing solutions.
Key Responsibilities:
• Lead daily operations and ensure quality management
• Act as a subject matter expert for affiliate support
• Analyze and redesign workflows for increased efficiency
• Manage inquiries from various departments effectively
• Troubleshoot operational and technology challenges
Requirements:
• 5-10 years of relevant experience in wealth management
• Bachelor's degree in Business, Finance, or a related discipline
• In...
As a leader in the Investment Resource Group, you will guide Analysts and Specialists, overseeing important functions like billing and reconciliation. Your role ensures that operational processes meet compliance standards while fostering staff development and efficiency-driven practices. You'll be instrumental in identifying issues and implementing solutions.
Key Responsibilities:
• Lead daily operations and ensure quality management
• Act as a subject matter expert for affiliate support
• Analyze and redesign workflows for increased efficiency
• Manage inquiries from various departments effectively
• Troubleshoot operational and technology challenges
Requirements:
• 5-10 years of relevant experience in wealth management
• Bachelor's degree in Business, Finance, or a related discipline
• In...