Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Operations Lead — Client Service & Compliance

Digital Insurance LLC

Digital Insurance LLC in New York, NY is hiring for an immediate support role within their wealth management and financial planning operations. The role focuses on ensuring smooth back-office operations and client service excellence. Responsibilities include collaborating with financial institutions, maintaining accurate records, and assisting advisors. The ideal candidate will have strong financial knowledge and communication skills, and familiarity with financial technology platforms. Competitive salary and benefits offered. #J-18808-Ljbffr Digital Insurance LLC

Vacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Wealth Operations Lead — Client Service & Compliance in New York, NY vacancy
  •  ...dedicated professional for a vital role in wealth management operations, focused on ensuring smooth back-office operations and effective client service. The ideal candidate will handle...  ...accurate records, and enforce compliance with regulations. With a Bachelor’s degree... 
    Suggested

    OneDigital

    New York, NY
    2 days ago
  • $90k - $110k

    Immediate support role within wealth management and financial planning operations, ensuring smooth back‑office and client service excellence. Responsibilities Collaborate with custodians...  ..., and beneficiary updates. Ensure compliance with regulatory requirements and... 
    Suggested
    Work experience placement
    Work at office
    Immediate start

    Digital Insurance LLC

    New York, NY
    4 days ago
  •  ...Hirehawk is seeking a client-facing specialist for a remote position in a boutique wealth management firm. The role involves handling...  ...administration, and ensuring compliance while supporting financial...  ...environment focused on exceptional client service. #J-18808-Ljbffr... 
    Suggested
    Remote work

    HireHawk

    New York, NY
    3 days ago
  • TD in New York is seeking a Business Services Manager to oversee business administration and service functions. The ideal candidate will work closely with Wealth Market Leaders to ensure compliance and effective onboarding. This role demands a strong organizational skillset... 
    Suggested

    TD

    New York, NY
    4 days ago
  •  ...management professional to oversee branch operations and lead the Client Service Associate team in New York. The...  ...within a broker dealer or wealth management firm and must hold an active...  ...performance evaluations, training staff on compliance, and addressing supervisory issues.... 
    Suggested

    Ascendo Resources

    New York, NY
    1 day ago
  • A leading security services provider is seeking a dedicated Supervisor of Security Officers in Georgia...  ...overseeing personnel, ensuring compliance with security protocols, and training...  ...customer service. Knowledge of security operations is essential for success in this position... 

    Securitas Security Services USA, Inc.

    New York, NY
    4 days ago
  • $164.5k - $205.6k

    WilmerHale is a leading, full‑service international law firm with 1,000 lawyers...  ..., excellent legal and client services; developing diversity...  ...management and business operations of the Intellectual Property...  ...employer and is committed to compliance with all applicable laws... 
    Full time
    Work at office

    WilmerHale

    New York, NY
    3 days ago
  • $125k - $150k

     ...seeking an experienced professional in New York to provide operational and client servicing support to the Fund’s intermediary partners and retail...  ...trading activities, client inquiries, and ensuring compliance with prospectus requirements. A comprehensive package of... 

    Neuberger Berman

    New York, NY
    2 days ago
  • A financial services firm in New York is seeking a detail-oriented Manager to oversee daily operational functions and support team performance in a fast-paced environment. The role involves inputting and reviewing transactions, managing workflows, and fostering a collaborative... 

    Mariner

    New York, NY
    2 days ago
  • $160k - $225k

     ...Counterparty Credit Risk (CCR) Operations IT Lead! Credit Risk Technology...  ...performance and regulatory compliance of systems that calculate aggregate...  ...key individuals, ensuring service quality, productivity, and...  ...financial services to clients in 35 countries and 800 offices... 
    Permanent employment
    Temporary work
    Fixed term contract
    Work at office
    Local area
    Remote work
    Worldwide

    Mizuho Bank Ltd

    New York, NY
    4 days ago
  • $160k - $250k

     ...as a Enterprise Architecture Operations Lead! In this role, you will...  ...applications, platforms, and services; producing dashboards and...  ...expectations (e.g., policy/standard compliance, exception handling,...  ...comprehensive financial services to clients in 35 countries and 800... 
    Work at office
    Local area
    Remote work
    Worldwide

    Mizuho Bank Ltd

    New York, NY
    3 days ago
  • $170k - $300k

     ...Citi's Global Wealth Management is building...  ...experience for our clients. We define success...  ...Reporting to the Operations Technology Head for...  ...launch of market leading advisor experiences...  ...for platform services as we grow the company...  ...spend, regulatory compliance, and application security... 
    Full time

    Citigroup Inc

    Jersey City, NJ
    11 days ago
  • $28 - $36 per hour

     ...Bank is hiring an Assistant Branch Manager for its Astoria Branch in Queens, NY. The role requires overseeing daily operations, ensuring regulatory compliance, and supervising staff. Candidates should have a High School Diploma along with 5+ years in banking or management... 
    Hourly pay

    Dime Community Bank

    New York, NY
    4 days ago
  • $19 - $22 per hour

     ...team member in New York, NY to handle customer experience, store operations, and team leadership. The candidate will assist with opening and closing the store, manage customer service, and ensure compliance with inventory processes. Ideal applicants will have a year of... 
    Hourly pay

    Walgreens

    New York, NY
    3 days ago
  •  ...transformation company, is seeking an Operations Lead for the Army TAP (Department of the...  ...stakeholders, ensures VOW/CRS compliance, reviews service delivery quality, and supports customer...  .... Experience working directly with clients and exercising independent judgment.... 

    Caliber Systems Inc.

    Brooklyn, NY
    19 hours ago
  • $65k - $72k

    First Central Saving Bank in New York, NY is seeking a leader to oversee branch operations, ensuring compliance with policies and providing excellent customer service. The ideal candidate will manage staff, handle customer inquiries, and ensure operational efficiency.... 

    First Central Saving Bank

    New York, NY
    3 days ago
  •  ...seeking an Assistant Manager for a full-time role. You will oversee daily dispensary operations, ensuring compliance with New York cannabis regulations while providing exceptional customer service. This leadership position demands a candidate with experience in retail or... 
    Full time

    Coma Coffee Roasters

    New York, NY
    3 days ago
  •  ...Tax Partner for Private Client Services At EisnerAmper, we look for...  ...Administrative and Practice Operations Leader. This role is focused...  ...of practice priorities Lead PCS scheduling, resource planning...  ...turnarounds or streamline compliance work, we're able spend more... 
    Private practice
    Work at office
    Local area

    EisnerAmper

    New York, NY
    19 hours ago
  • $90k - $110k

     ...Financial Services Specialist When you ask people what gives...  ...teams to process client transactions, resolve discrepancies...  ...updates. Ensure compliance with regulatory requirements...  ...~5+ years' experience in wealth management operations preferred. ~ Familiarity... 
    Work experience placement
    Work at office
    Local area

    OneDigital

    New York, NY
    3 days ago
  • $82k - $133k

     ...Coordination and Execution Lead the development and...  ...integration within Wealth Management, including...  ...opportunities and their operational impact. Partner with...  ...organizational frameworks and compliance measures are in place....  ...a related financial services role. Exceptional... 
    Temporary work

    6AM City, LLC

    New York, NY
    3 days ago
  •  ...practices. Act as the internal expert on UDRP cases, and registry compliance matters, partnering closely with Legal and external registries...  ...and support compliance initiatives to ensure registrar operations align with evolving policy and contractual obligations. Partner... 
    Flexible hours

    Squarespace

    New York, NY
    3 days ago
  •  ...LLC seeks a Branch Manager in Pennsylvania to oversee operations and ensure client services meet quality standards. The ideal candidate will manage...  ...training, execute business development strategies, and ensure compliance with regulations. Preferred qualifications include... 
    Work at office

    AmeriBest Home Care LLC

    New York, NY
    2 days ago
  •  ...Inc. is seeking an experienced Phlebotomist to oversee operations at the Patient Service Center. You will verify test requisitions, perform blood...  ...collections, and manage phlebotomy program functions ensuring compliance with regulations. The ideal candidate should have a... 

    Natera

    New York, NY
    3 days ago
  •  ...members deliver essential services that make spaces...  ...revenue and a blue-chip client base, ABM delivers innovative...  ...seeking a Director of Operations - Client Services to...  ...Service Delivery * Lead daily operations...  ...contractual commitments. Compliance, Safety & Quality... 
    Contract work
    Local area

    ABM SERVICES

    Flushing, NY
    4 days ago
  • $130.14k - $175k

     ...Overview** ABM is seeking a Director of Operations - Client Services to oversee all aspects of facilities...  ...also oversees overall contract compliance, customer satisfaction, service performance...  ...Oversight & Service Delivery** + Lead daily operations across janitorial,... 
    Contract work
    Local area

    ABM Industries

    Flushing, NY
    4 days ago
  •  ...Business Transformation Office (BTO) leads critical change initiatives that create tangible value for clients and advisors in the $6B+ Wealth Management business. Our programs,...  ...Product Specialists, Legal, Risk, Compliance, Operations, Technology, and Marketing to implement... 
    Work at office
    Shift work

    JPMorgan Chase & Co.

    New York, NY
    1 day ago
  •  ...remote role. This position involves leading a team that manages provider enrollment...  ...a strong background in healthcare operations and leadership experience. The role also requires compliance oversight and support to enhance service level expectations. Strong... 
    Work at office
    Remote work

    RemoteFetch

    New York, NY
    1 day ago
  •  ...A healthcare equipment provider is seeking a detail-oriented Operations Supervisor to manage remote DME operations. This role involves...  ...insurance coverage, handling prior authorizations, and ensuring compliance with healthcare regulations. Ideal candidates will have over 3... 
    Remote work

    1st Choice DME

    New York, NY
    3 days ago
  •  ...A leading family office is looking for a Family Office Administrator/Operations Lead to manage day-to-day operations, coordinate with external advisors, and oversee staff. The ideal candidate will have over 10 years of experience in related operational roles and possess... 
    Work at office
    Remote work

    Agreus

    New York, NY
    3 days ago
  • $30 - $37 per hour

     ...FashionUnited seeks a Lead Operations professional to oversee production transactions and manage logistics within compliance. The role requires 4-5 years of operations experience, strong communication abilities, and problem-solving skills. Candidates should be proficient... 
    Hourly pay

    FashionUnited

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Operations Lead — Client Service & Compliance. Be the first to apply!