Wealth Operations Specialist

The Wealth Operations Specialist performs and reviews daily operational functions across the Wealth Management platform, ensuring timely, accurate, and compliant processing of client account and transactional activities. Building on full proficiency in the core Specialist I functions, this role owns one or more specialized focus areas and serves as a day-to-day escalation point and quality control reviewer for less experienced staff.

Consistent performance with accurate execution, a keen sense of urgency and deadlines, and end to end vision of data, client, and Bank impact is expected.