Senior Associate - Credit Portfolio Management

Responsibilities

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 organization's growth and profitability.

• 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.

• 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.

• Managing projects/processes, working independently with limited supervision.
• Coaching and reviewing the work of lower-level professionals.
• Problems faced are difficult and sometimes complex.

Requirements

• Bachelor's Degree required; equivalent combination of education and experience may be considered.
• Typically requires 5-6+ years of prior experience, with in-depth knowledge of the job area.

Benefits

Eligible teammates may participate in a comprehensive benefits package that includes:

• Medical, dental, vision, life insurance, and 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.

Certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria.