Wealth Management Operations Leader

Posted · Add Comment

Adams Inc

TRIN68334 – Wealth Management Operations Leader – Southern IN
Our client is a community bank group located in Southern Indiana and they are actively looking to hire a new Wealth Management Operations Leader. The bank is a very solid performing community bank group and is expanding in Southern Indiana. In this role, you will be responsible for supervising the operations staff related to daily operational activities. Oversees that the documentation and compliance with Wealth Management operations procedures are complete. Prepares and processes all information for Audits with assistance from Leadership. The ideal candidate should have a Bachelor?s degree in business, accounting, or finance is preferred. A minimum of 1 year of related experience in banking, Wealth Management, brokerage, accounting, or insurance operations is required. This bank offers a work/life balance type of culture, competitive pay, incentive-based programs, health and wellness benefits, strong 401K, and other perks. For more information please contact Stu Kazor at: skazor@adams-inc.com or by phone at: (402) 934-3329.


Upload your CV/resume or any other relevant file. Max. file size: 8 MB.