Advance your career as a Senior Operations Manager/Wealth Associate at National Bank. This dynamic hybrid role involves collaborating with investment advisors and providing exceptional customer service.
This position offers the chance to lead operations while ensuring that all services align with the bank's values. You will manage onboarding, develop marketing strategies, and supervise processes to optimize efficiency and compliance. Your expertise will directly contribute to improving client experiences and team performance.
Key Responsibilities:
• Supervise onboarding and team training processes
• Develop marketing materials for client presentations
• Coordinate and plan educational seminars for clients
• Oversee compliance and regulatory adherence projects
• Implement systems to enhance operational productivity
Requirements:
• Minimum of 5 years in financial services or related fields
• Completed college or university diploma required
• Proficient wi...