Wealth Operations Leader: Client Service & Workflow
Focus Financial Consultants
Focus Strategy Group (PSG) is seeking an experienced Operations Manager to strengthen operational infrastructure, oversee a four-person client service and operations team, and drive scalability. This on-site role provides visibility with firm leadership and impact on efficiency and client experience. You will lead daily workflows, cash flow monitoring, CRM workflow optimization in Salentica, and estate processing activities while maintaining accurate documentation and auditing readiness. #J-18808-Ljbffr Focus Financial Consultants
Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Wealth Operations Leader: Client Service & Workflow in White Plains, NY vacancy
$125k - $160k
...engaged and stable, and share our clients’ goals to emphasize belonging... ...”. Position Overview The Operational Process Support Manager -... ...technology, and use data to improve workflow efficiency, consistency, and... ...with business and client service objectives. Create and maintain...SuggestedWork at officeFlexible hours$85k - $95k
...Director Of Operations And Client Service Hightower Westchester is a fast-paced, thriving financial... ...that provides a holistic approach to wealth management. We're searching for a director... ...of operational tasks, activities and workflows including account services and...SuggestedPermanent employmentWork at officeLocal areaFlexible hours- TransUnion LLC is seeking a VP, Customer Support Operations, to define and execute a global commercial operations strategy that drives revenue growth. You will partner cross-functionally with various teams to ensure customer outcomes while leading transformation initiatives...Suggested
- ...York to provide strategic oversight and operational leadership across both channels. You... ...financial performance, and manage staff, workflows, inventory, and budgets. This role partners... ..., and leads initiatives to expand services and contract #J-18808-Ljbffr Direct JobsSuggestedContract work
- ...Plains is seeking an experienced Operations Manager to strengthen... ...infrastructure and enhance workflow scalability. This position involves... ...managing a four-person client service and operations team, overseeing... ...s growth. As an operational leader, you will have significant...Suggested
$90k - $110k
...than $2.7 billion in client assets and is... ...for its customized wealth management approach... ...seeking an experienced Operations Manager to help... ..., enhance workflow scalability, and support... ...operational leader within the firm -... ...four-person client service and operations team...Work at officeLocal areaFocus Financial Partners Inc.
White Plains, NY3 days ago$18.75 - $28.75 per hour
...of pet parenthood through district experiences, products, and services. Let's Go! Own & Commit. We are stronger as One Petco team. We... ...trusted member of the leadership team who helps ensure smooth daily operations, exceptional customer service, and a safe, secure environment...Hourly payMinimum wageLocal areaFlexible hoursShift workNight shiftAfternoon shiftPetco
Mamaroneck, NY1 day ago$170k
...turn it into a tested, reliable workflow — writing the prompts,... ...risk. You understand enterprise operations broadly, even where you're not... ...before they reach a person or a client, and escalates what it can't... ...s functional areas, with the leaders who own each process....OnMed
White Plains, NY3 days ago$99k - $232k
Industry/SectorAsset and Wealth ManagementSpecialismOperationsManagement... ...& SummaryAt PwC, our people in operations consulting specialise in providing consulting services on optimising operational... ...effectiveness. These individuals analyse client needs, develop operational...Full timeH1b$100k - $150k
...delivering real value to our clients.Our mission is to provide exceptional service while fostering long-... ...financial guidance and operational support to clients and... ...of AI-assisted workflows, automation tools, and... ...for family office and wealth management clients. Engage...Full timeWork at officeLocal area3 days per week- ...and promote high-quality, safe care across sites. The role emphasizes collaboration with providers and staff to maintain efficient workflows. The position requires LPN licensure in NY, CT licensure within 3 months, BLS, and IV/phlebotomy skills; experience with EMR is...
- ...than $2.7 billion in client assets and is... ...for its customized wealth management approach... ...seeking an experienced Operations Manager to help... ..., enhance workflow scalability, and support... ...critical operational leader within the firm —... ...-person client service and operations team...
- ...will provide strategic leadership for specialty pharmacy services, ensuring high-quality, patient-centered care while complying... ...standards. Responsibilities include overseeing operations, optimizing workflows, and improving performance. The ideal candidate will possess...
- ...Manager of Specialty and Retail Pharmacy to provide strategic leadership across both specialty and retail services in New York. You will oversee staff, inventory, workflows, and finances to deliver patient-centered care while maintaining accreditations and managing the 340B...
- VEG ER for Pets in White Plains, NY seeks an Operations Manager to oversee daily hospital operations and drive culture, efficiency, and growth. You will lead non-clinical teams, manage scheduling, budgeting, and inventory while improving the customer experience and teamwork...Local area
- Rentokil North America, Inc. seeks a supervisor to lead technician recruitment, training, and accountability to maximize retention and service quality. You will hire residential and commercial pest and lawn technicians and continually assess performance through ride-alongs...
- Next Move Healthcare seeks an Anatomic Pathology Operations Manager to oversee daily clinical, technical, and administrative operations of Anatomic Pathology and Histology services in White Plains, NY. The role requires strong supervisory experience, hospital laboratory...Day shift
- CVS Health in Yonkers, NY is seeking an Operations Manager to join the Store Management team. You will drive store execution, supervise... ...achieving performance goals while delivering excellent customer service. Key responsibilities include supervising daily operations,...
- ...Manager is responsible for leading the daily operations of the Central Sterile Processing... ...procedures. Supervise staffing, scheduling, workflow, employee training, and departmental... ...preferred. CRCST (Certified Registered Central Service Technician) Certification required....
Diverse Lynx
White Plains, NY1 day ago - ...Palette Pro Painting & Renovation is a full-service painting, carpentry, renovation, and... ...contracting company serving high-end residential clients across Westchester and Fairfield County,... ...and maintain strong control of field operations Coordinate painters, employees,...Full timeTemporary workFor subcontractor
Palette Pro Painting & Renovation
Port Chester, NY2 days ago - ...Restoring Communities is seeking a General Manager in White Plains, NY. This full-time, on-site role demands expertise in financial, operational, and regulatory performance to maintain high standards of property management. Responsibilities include recruiting a skilled site...Full time
$65k - $90k
...Capital Advisors, a Westchester-based family wealth management firm, is seeking an entry-... ..., document management, and daily operating workflows. The associate will work closely with the... ...custodians, accountants, attorneys, and other service providers for required follow-up....Full timePrivate practiceWork at officeCognetic Capital Advisors
White Plains, NY13 days ago$171.6k - $338.3k
...Business Process as a Service (LBPaaS) offering provides... ..., end-to-end learning operations model that goes far... ...for large enterprise clients—operating as a strategic... ...content authoring, workflow automation, or analyticsAbility... ...employees to senior leaders, we believe there’s...Local areaVisa sponsorship- Spsnorthamerica is looking for an Office Services Manager responsible for overseeing a client law firm location with on-site staff. The ideal candidate will... .... The role requires extensive experience in operations leadership, preferably within a law firm. Benefits...Work at office
- ...Summary: The Network Director, IT Operations, reporting directly to the IT... ...partner and operational leader within the Information Technology... ...IT environment, optimizing workflow and resource utilization.... ..., key metrics (e.g., uptime, service desk performance), project status...Work at office
$129k - $177.1k
...priority projects and initiatives in local communities where NYPA operates. Towards this end, the Integrated Marketing & Media Program... ..., optimize and analyze Customer Relationship Management (CRM) workflows, ensuring high-quality data management, segmentation logic,...Work at officeLocal area$90k - $107k
...of the division's business plan in the transit sector. Key responsibilities include managing performance indicators, supervising operations department managers, and ensuring compliance with policies. Candidates should have significant experience in paratransit operations...$100k - $150k
...approach, and a commitment to delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term relationships built on... ...strategies related to income, estate, gift, and wealth transfer taxes.Serve as a primary point of contact for...Full timePrivate practiceLocal area3 days per week- Montefiore is seeking a Clinical Manager to oversee day-to-day operations of multidisciplinary teams implementing care management and... ...policies, using EPIC and CIS. It includes staff development, workflow monitoring and program performance improvement across outpatient...
$205k - $341.6k
...-site 3 days per week and 2 days from home. A fully remote role is not possible for this position. Role Overview: The Program Operations Leader (POL) leads the operational strategy for delivering one or more complex programs in Clinical Trial Management (CTM). This individual...Remote workFlexible hours3 days per weekRegeneron Pharmaceuticals
Armonk, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Operations Leader: Client Service & Workflow. Be the first to apply!
Related searches
- operations lead White Plains, NY
- operations leader White Plains, NY
- business operations White Plains, NY
- data center operations technician White Plains, NY
- distributed mission operations White Plains, NY
- operations representative White Plains, NY
- hr operations White Plains, NY
- creative operations White Plains, NY
- revenue operations White Plains, NY
- operations chef White Plains, NY