Wealth Servicing Operations Leader
Job in
Bloomington, Hennepin County, Minnesota, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Management
Regulatory Compliance Specialist, Risk Manager/Analyst, Change Management -
Finance & Banking
Regulatory Compliance Specialist, Risk Manager/Analyst
Job Description & How to Apply Below
Responsibilities
- Lead wealth servicing operations across assigned teams, functions, or regions
- Deliver consistent service levels, quality outcomes, and client experience for wealth clients
- Manage workload, staffing, and operational execution to meet performance targets
- Ensure service continuity and operational effectiveness during periods of change or growth
- Own customer satisfaction, issue resolution, and end-to-end case ownership
- Support life-event servicing, retention strategies, and service recovery for high-value clients
- Monitor and analyze performance across service, quality, productivity, and risk metrics
- Identify trends and drive improvements in processes, workflows, and servicing models
- Experience in wealth servicing, private banking, or high-touch client operations
- Leadership experience in operations, servicing, or contact center environments
- Strong understanding of relationship-based servicing models and client experience expectations
- Experience managing performance, operational metrics, and process improvement
- Knowledge of regulatory, risk, and compliance requirements
Demonstrates expertise in leading wealth servicing operations, ensuring high-quality client experiences, and managing performance metrics. Proficient in driving process improvements and maintaining compliance within private banking and high-touch client environments.
Highest-signal resume keywords- Wealth Servicing Experience
- Leadership In Operations
- Performance Management
- Process Improvement
- Regulatory Compliance Knowledge
- Client Experience Management
- Issue Resolution
- Team Management
- Private Banking
- High-Touch Client Operations
- Service Continuity
- Operational Effectiveness
- Service Recovery
- Risk Metrics
- Quality Outcomes
- Workload Management
- Retention Strategies
- Servicing Models
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