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Wealth Operations Strategy Lead
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-08-25
Listing for:
BMO Harris Bank
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Compliance
Job Description & How to Apply Below
BMO Financial Group in Newport Beach is seeking an experienced professional to provide support for the Investment Operations function, ensuring adherence to regulatory and internal controls. You will deliver on investment product and service processes and produce regular and ad-hoc reports for stakeholders.
The role requires strong analytical and communication skills, experience with regulatory requirements, and the ability to lead process improvements across cross-functional teams.
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