Manager, Wealth Service Operations

WHAT YOU WILL DO EVERYDAY

As the Manager of Wealth Service Operations you will lead the operational strategy and execution for investment services preferred banking and treasury operations. You will be responsible for ensuring a seamless member experience driving operational scalability continual process improvement implementation of existing software updates and new wealth service systems and supporting the strategy. This role will focus on optimizing ticket resolution enhancing service delivery and aligning operational practices with organizational goals.

You will collaborate cross-functionally with internal stakeholders in Wealth Commercial Retail Operations Fraud Compliance and Technology to ensure that operational processes are efficient compliant and member-centric.

Direct Reports : Treasury Operations Specialist I & II Wealth Client Advisor I Preferred Services Specialist

HOW YOU WILL MAKE AN IMPACT

30% Lead and manage daily operations across Investments Preferred and Treasury services. Ensure service levels are met processes are followed and operational risks are mitigated. Manage workforce and workflow distribution across three distinct operational areas to ensure balanced performance and timely service delivery. Ensure all member requests are properly handled including timely completion and delivery of required letters or communications. Oversee the operational onboarding process for clients ensuring a smooth and timely experience. Ensure new staff receive appropriate logins updated materials and resources for their roles.

30% Drive all process improvements within Wealth Services partnering with the SVP to ensure prioritization and alignment with strategic objectives. Lead the implementation of new software systems for all Wealth Services areas including collaboration with Credit Union divisions on related project rollouts. Stay current with investment software developments and reporting metrics to optimize efficiency and data integrity. Oversee the HALO ticketing system to ensure it remains up to date effectively used and aligned with operational tracking needs. Ensure procedures and guides are current relevant and compliant with regulatory requirements.

15% Oversee all Wealth Services auditing activities including treasury exceptions annual audits and contract management. Monitor and manage risk tolerance across operations ensuring proactive identification and mitigation of potential issues. Manage vendor relationships and agreements including price management and ongoing evaluation to ensure value and service excellence. Lead vendor software management to ensure Interra is maximizing system capabilities and cost efficiencies.

15% Ensure all reporting across Investments Preferred and Treasury areas is accurate insightful and drives both sales and operational decision-making. Serve as a second-party check reviewer for verification of new Treasury Management client setups. Inform the sales team of new software updates system enhancements and procedure changes to ensure alignment between sales and operations. Manage public fund accounts and special pricing account implementations ensuring the highest level of service and compliance. Oversee FMG software tool content accuracy distribution lists and coordination with marketing teams to ensure department needs are met.

10% Coach and develop team members fostering a culture of accountability continuous improvement and member-first service. Partner with internal teams to support new product rollouts system enhancements and process improvements that align with strategic initiatives. Monitor key performance indicators (KPIs) identify trends and recommend improvements to drive operational excellence.

Must comply with all company policies and procedures applicable laws and regulations including but not limited to the Bank Secrecy Act the USA PATRIOT Act and the Office of Foreign Assets Control in addition to all Interra policies.

WHAT YOU WILL NEED TO SUCCEED

Experience

4 years experience in managing financial operations or customer service.

Education / Certifications / Licenses

Bachelors degree in Business Management Business Administration or related discipline. (Will consider additional years of experience in lieu of education requirement).

PREFERRED SKILLS

• Proven experience in financial operations preferably in wealth management preferred banking or treasury services.
• Strong leadership and team development skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent communication problem-solving and analytical skills.
• Familiarity with CRM systems ticketing platforms and financial services regulations.
• Professional level of verbal and written communication skills are essential to the position.
• Proficiency in Microsoft Office (Outlook Word Excel PowerPoint).
• Strong organizational skills and ability to multi-task.
• Must be able to work in a team environment with the ability to interact in a positive manner with peers management and other departments.
• Ability to evaluate pros and cons risks and benefits of different solution options by asking the right questions and acquiring data from multiple and diverse sources when solving problems.
• Demonstrated ability to plan and prioritize work to meet commitments by breaking down objectives into appropriate actions and anticipate and adjust plans as needed.
• Ability to drive oneself to take initiative and action to pursue goals and complete tasks.
• Ability to execute on Interras vision mission and deliver on our Core Values.

INTERPERSONAL SKILLS

COMPETENCIES

ADA REQUIREMENTS

Physical Requirements

Working Conditions

Mental and / or Emotional Requirements

ACKNOWLEDGEMENT

Nothing in the position description restricts managements right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This Job description is not a contract and should not be constructed as a guarantee of employment for any period of time. Interra Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race color religion sex / gender national origin disability age or any other category protected by law.

Required Experience :

Manager

Key Skills

Customer Service,ABAP,Apps,Electronics Engineering,Large Account Management,Client Services

Employment Type : Full-Time

Experience : years

Vacancy : 1