Senior Private Wealth Operations Analyst

Completion of a university degree or equivalent work experience
3+ years of direct operations experience in wealth management industry, 5+ years of relevant experience in total preferably in the financial services industry
Risk and change management experience is an asset
Experience supporting technology integration efforts

Provide active support to the client-facing team by providing client onboarding support and resolving issues throughout the client lifecycle
Act as a critical bridge between back office, client-facing teams, compliance, and portfolio management teams
Assist with the generation of recurring client-facing reports, including quarterly statements, CRM2, and tax packages
Become a subject matter expert (SME) on internal systems, such as advisor platforms, Salesforce, and other tools
Provide support for internal process tracking, issue resolution, and escalations for Relationship Managers and client-facing teams
Drive process improvement initiatives within the Private Wealth business, identifying opportunities for increased efficiency and eliminating waste
Support the development and documentation of end-to-end operational workflows
Collaborate on the agile integration of new technology solutions
Ensure the integrity and accuracy of data across internal systems such as the CRM platform, custodian system, and other tools
Contribute to the development and maintenance of internal reporting, including dashboards, SLA tracking, and issue resolution metrics
Collaborate with the Product Owner to craft and maintain clear, user-friendly process documentation for internal stakeholders
Support change management efforts for new technology deployments and integrations within the department

CFA, CPA/CA, or additional designations/certifications is a nice to have
Client experience mindset and a passion for driving change
Excellent communication skills with an ability to articulate medium to complex issues to a variety of audiences clearly and succinctly
Quick learner and solutions-oriented problem solver
Experience with middle- and back-office operations, procedures, and policies
Excellent analytical skills with a strong ability to apply them to solve complex problems
Data driven decision making abilities
Innovation: Ability to challenge conventional thinking and drive development of innovative operational processes
Unique skills in identifying pain points, recommending improvements, and implementing value driven solutions
Results oriented, strong sense of accountability, delivering on key priorities and sustaining momentum post implementation