Wealth Operations & Innovation Director

UNITED COMMUNITY BANK; Greenville (SC); On-site; USD 180,000 - 250,000; Full time

Job summary

UNITED COMMUNITY BANK seeks a Managing Director, Wealth Operations and Innovation to oversee wealth management operations, reporting, and client service. This role leads strategic enhancements to advisor and client experiences and partners with IT to optimize wealth systems.

Ideal candidate has wealth management operations background, strong regulatory knowledge, and proven leadership. Location options include Greenville, SC or Orlando, FL; travel and schedule flexibility may apply.

Qualifications

• Bachelor's degree in finance, business, or equivalent industry experience.
• Deep knowledge of financial products, services, and regulations.
• Strong leadership and team management abilities.
• Experience with risk identification and mitigation procedures.
• Strategic capability to manage complex systems and processes.
• Excellent problem solving, analytical and project management skills.
• Exceptional written and verbal communication skills.
• Familiarity with Trust Accounting Systems – FIS or SEI.
• Ability to manage external vendors and strategic partners.

Responsibilities

• Supervise and optimize day-to-day wealth management operational activities.
• Implement and enhance processes to improve efficiency and client satisfaction.
• Collaborate with internal teams to ensure accurate financial transactions and account management.
• Ensure adherence to regulatory requirements and industry standards.
• Develop and implement risk mitigation procedures and compliance policies.
• Stay updated on regulatory changes and keep the team informed and compliant.
• Evaluate and implement technology to streamline wealth management operations.
• Lead and mentor a team of operations and client service professionals.
• Collaborate with client services to resolve inquiries and concerns promptly.
• Generate and analyze reports to identify trends and efficiency gains.
• Provide updates on key performance indicators to senior management.

Skills

Leadership

Risk management

Strategic thinking

Communication

Financial products knowledge

Regulatory knowledge

Problem solving

Project management

Vendor management

Trust accounting awareness

Education

Bachelor's degree in finance or business

Tools

Trust Accounting Systems – FIS/SEI

Job description

UNITED COMMUNITY BANK seeks a Managing Director, Wealth Operations and Innovation to oversee wealth management operations, reporting, and client service. This role leads strategic enhancements to advisor and client experiences and partners with IT to optimize wealth systems.

Ideal candidate has wealth management operations background, strong regulatory knowledge, and proven leadership. Location options include Greenville, SC or Orlando, FL; travel and schedule flexibility may apply.