About this role
Wealth Management Operations is responsible for the processes associated with wealth management operations, including the administration of client accounts and the execution of investment strategies to support the organizations growth and profitability. Activities may include:
• Managing client onboarding, processing transactions, ensuring compliance with regulatory requirements, and maintaining accurate records of client investments.
• Portfolio management, retirement account administration, and financial reporting.
• Overseeing operational workflows, enhancing service efficiency, and implementing best practices to improve client service delivery within the wealth management framework.
Career Specialization Definition
Credit Portfolio Management is responsible for monitoring, evaluating, and managing the performance, risk, profitability, and composition of credit portfolios. Activities may include portfolio analytics, risk assessments, concentration management, strategic planning, and credit performance reporting. Other duties as assigned.
Career Level Definition
Applies advanced knowledge of a job area typically obtained through advanced education and work experience. Responsibilities typically include:
• Managing projects / processes, working independently with limited supervision.
• Coaching and reviewing the work of lower level professionals.
• Problems faced are difficult and sometimes complex.
Knowledge & Experience
• Bachelor's Degree required; equivalent combination of education and experience may be considered
• Typically requires 5 - 6+ years prior experience, with in-depth knowledge of job area
Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc.
Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates' health and financial well-being, subject to plan terms and eligibility requirements. In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria. General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.