Wealth Ops Group Manager
a day ago
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OnsiteFull-timeSenior
Summary
Citizens is seeking a Wealth Ops Group Manager to oversee and manage the operations of their wealth management group in Westwood, MA. The role focuses on ensuring efficient delivery of operational processes and providing leadership to multiple teams.
About the Role
As the Wealth Ops Group Manager, you will monitor operational performance, develop strategies for efficiency, lead high-performing teams, ensure compliance with regulatory requirements, provide strategic leadership across trading oversight, and collaborate with senior leadership for audits and examinations.
About You
Required:
- 7+ years of experience in wealth management, broker-dealer operations, or financial services.
- Proven leadership experience managing cross-functional teams.
- Deep understanding of regulatory requirements and supervisory frameworks.
- Experience with trading oversight, QA/QC, and risk management.
- Active FINRA Series 24 and Series 7.
Preferred:
- Bachelor’s degree in business, Finance, or related field.
- Advanced degree (MBA or equivalent).
- Knowledge of Citizens’ operational and supervisory structure.
- Process improvement certification (e.g., Lean Six Sigma).
- Competencies in strategic leadership, operational excellence, risk & compliance management, team leadership & development, technical & analytical proficiency, client-centric mindset, change management, communication & collaboration.
Benefits
- Competitive pay.
- Comprehensive medical, dental and vision coverage.
- Retirement benefits.
- Maternity/paternity leave.
- Flexible work arrangements.
- Education reimbursement.
- Wellness programs.
- Paid time off policy exceeding mandatory requirements.
Citizens
At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. #MadeReady
Westwood, MA