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Operations Manager, Wealth Management at Hub International - ApplyBlast

Operations Manager, Wealth Management

Hub International

2 days ago

3.7 on Glassdoor

Pasadena, California, United States

Onsite

Full Time

Manager

0 applicants

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About this role

The Operations Manager, Wealth Management develops and implements operational policies and procedures for the Wealth Management division’s client service team, overseeing project completion and client deliverables. This role manages and mentors the team responsible for account maintenance, client onboarding, and CRM management while ensuring compliance with the RIA’s program. The position requires a foundational understanding of the investment management process to collaborate effectively with the Wealth Management team.

Responsibilities

Develop and implement operational policies and procedures for the Wealth Management client service team
Manage and mentor the team responsible for account maintenance, client onboarding, and CRM management
Coordinate with firm partners and compliance team to ensure adherence to regulatory requirements and project deadlines

Skills

Qualifications

Bachelor's degreeSeries 65Series 7Series 66

About Hub International

hubinternational.com

Headquarters

Chicago, Illinois, United States

Company Size

10001+ employees

Founded

1998

View Profile

HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.