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Confidential

Lewisville, Texas

Citadel Credit Union Logo
Citadel Credit Union

West Chester, Pennsylvania

Confidential

United States - Nationwide

Los Angeles County Employees Retirement Association (LACERA) Logo
Los Angeles County Employees Retirement Association (LACERA)

Pasadena, California

Quarry Hill Advisors Logo
Quarry Hill Advisors

Saint Paul, Minnesota

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Wealth Management Operations Manager
Responsibilities: Assisting with setting the strategy of the firm and leading the charge to implement that strategy. Effectively collaborates with the President and stays on the same page. Maintains a high level of mutual respect with the President. Realizes the unique contributions and ideas that the President has and possesses an ability to filter and translate those ideas into functional plans for the company. Manage office workflow to ensure that our client service standards are met Lead, manage, and coach team members in achieving agreed-upon commitments. Ensure everyone is truly following and adhering to the company’s processes and systems with consistency Resolve issues proactively and effectively – seeing real problems


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