Senior Specialist, Operations Management

About the role

We are seeking an experienced Senior Operations Specialist to join our Private Wealth Middle Office team. This role serves as a subject matter expert supporting complex client asset movement requests and federal tax payment processing activities.

Responsibilities

• Weed transfer operations: Process and oversee domestic and international asset transfers, including ACATS and non-ACATS transfers.
• Review and validate transfer documentation to ensure completeness, accuracy, and regulatory compliance.
• Partner with custodians, broker-dealers, advisors, and client service teams to resolve transfer exceptions and expedite requests.
• Investigate and resolve complex transfer issues, rejected transfers, and reconciliation discrepancies.
• Maintain documentation supporting audit, compliance, and regulatory requirements.
• Federal tax payment operations: Process federal tax payments and withholding-related transactions for client accounts.
• Cook with tax payment activities with advisors, custodians, trust officers, and external tax professionals as appropriate.
• Review tax payment requests for accuracy, authorization, and compliance with internal policies.
• Monitor payment status and resolve exceptions, rejected transactions, and payment discrepancies.

Qualifications

• Bachelor’s degree or equivalent industry experience.
• 5+ years of experience in wealth management, private banking, trust operations, brokerage operations, or related financial services operations.
• Strong experience processing asset transfers, including ACATS and non-ACATS transactions.
• Experience supporting federal tax payment processing, tax withholding transactions, or related tax operations.
• Strong understanding of operational controls, risk management, and regulatory requirements.
• Excellent analytical, organizational, and problem-solving skills.
• Able to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills.