Analysis & Report Manager

Analysis & Report Manager Manage Wealth Management Analysis & Reporting operations within a bank environmentLead and develop a team of Analysis & Reporting Operations SpecialistsServe as subject matter expert (SME) and primary escalation point for complex operational, system, regulatory, and client issuesOwn operational risk management, quality control, and regulatory oversight related to client reportingEnsure daily workflows meet service, risk, and compliance standardsDrive team productivity, process efficiency, and continuous improvementDesign and implement coaching, development, and training programsRequired QualificationsExperience5+ years of experience in Wealth Management or Brokerage OperationsIncluding complex operational workflowsIncluding risk and client reporting management in a bank environment2+ years in a team lead, supervisory, or managerial role within Wealth Management operationsDirect accountability for team performance, coaching, and developmentOperational & Technical ExpertiseStrong expertise in Wealth Management operations processes and systemsHands-on experience with brokerage platforms:TamaracBlack DiamondEscalation-level troubleshooting experienceProven ability to manage:Operational riskRegulatory riskClient reporting riskExperience overseeing:Quality control reviewsAuditsAdherence to policies and proceduresLeadership & Management:Day-to-day management of operational workflows using independent judgmentAbility to set priorities and adjust staffing or processes to meet service levelsExperience leading teams with accountability for:ProductivityOperational effectivenessCoaching and development of colleaguesAbility to monitor service levels and performance metricsProblem Solving & Decision Making:Demonstrated ability to resolve complex:Operational issuesSystem issuesClient-related issuesStrong judgment and discretion in escalationsAbility to clearly communicate resolutions to stakeholdersCollaboration & Communication:Strong cross-functional collaboration skillsExperience partnering with Wealth Management and Operations leadersExcellent written and verbal communication skillsAbility to provide clear guidance, feedback, and escalation communicationOther Required Skills:Ability to manage multiple concurrent initiatives and competing prioritiesStrong customer service mindsetProficiency with Microsoft Office SuiteFlexibility to manage both planned initiatives and unplanned operational issuesWillingness to embrace continuous improvementPreferred Qualifications:Associate’s or Bachelor’s degreeDirect experience managing:Analysis and reporting teamsBrokerage operations teamsWealth operations specialistsExperience serving as a primary escalation point for:Regulatory issuesAudit issuesClient reporting issuesProven success designing or implementing:Formal coaching programsDevelopment programsSuccession planning initiativesExperience developing or enhancing:Operational proceduresWorkflowsTraining materialsTrack record of driving:Operational efficiencyContinuous improvementControl enhancementsExperience partnering with senior operations leadership on:Process changesStaffing modelsOperational risk mitigationDemonstrated job stabilityWork Schedule40 hours per weekMonday–Friday