wealth management operations, manager.

about the company.
A leading securities firm is hiring for its Wealth Management Operations team. The role will be responsible for a broad range of operational functions. This includes leading the coordination and management of corporate action as well as monitoring and validating income distribution transactions to ensure accuracy and timeliness.

• Oversee events like dividends, stock splits, and interest payments, making sure they're accurate and on time.
• Help manage daily tasks like setting up new client data, processing trades, handling settlements, managing cash, and nominee services.
• Work with different teams and outside partners to quickly fix any operational issues.
• Make sure that all operational activities adhere to regulatory requirements and internal guidelines.
• Lead efforts to automate processes to enhance workflows and boost productivity.
• Engage in the creation and execution of new products and business processes, ensuring that appropriate controls and adequate resources are established before launch.
• Assist in monitoring discrepancies or processing issues by quickly identifying and addressing any discrepancies.