Wealth Servicing Operations Leader
Job in
Maple Grove, Hennepin County, Minnesota, 55311, 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
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×