Senior Wealth Operations & Controls Manager

Wiss; Florham Park (NJ); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits including 401(k)

Job summary

A leading client advisory firm located in Florham Park, New Jersey, is seeking a Financial Operations Manager for their Wealth Management division. This entry-level senior back-office leadership role involves acting as the final control point for financial transactions and managing operational risks. Candidates should have a bachelor's degree in finance or a related field, strong attention to detail, and experience in wealth management operations. The position offers competitive compensation and benefits including a 401(k).

Qualifications

• Bachelor's degree preferred in a relevant field.
• CTP certification preferred.
• Prior experience in wealth management operations or public accounting is essential.
• Strong understanding of money movement and operational risk.
• Experience as a final approver in high-risk environments.

Responsibilities

• Act as final approver for all financial transactions.
• Manage workload while adhering to policies and regulations.
• Oversee accuracy of wealth management billing.
• Coordinate custody audits with independent auditors.
• Maintain data integrity across various systems.

Skills

Attention to detail

Judgment

Ability to manage fluctuating workloads

Operational risk understanding

Education

Bachelor’s degree in Accounting, Finance, or related field

CTP certification

Tools

Fidelity Wealthscape

Job description

A leading client advisory firm located in Florham Park, New Jersey, is seeking a Financial Operations Manager for their Wealth Management division. This entry-level senior back-office leadership role involves acting as the final control point for financial transactions and managing operational risks. Candidates should have a bachelor's degree in finance or a related field, strong attention to detail, and experience in wealth management operations. The position offers competitive compensation and benefits including a 401(k).