Bell Bank Benefits Overview

Lead the Associate team supporting Advisors by overseeing daily operations, compliance, and form governance. Manage hiring, onboarding, scheduling, performance, and workflow. Provide administrative and operational support for client accounts, prepare meeting materials, coordinate reporting, and ensure adherence to regulatory and internal policies while driving high-quality client service.

The VP/Senior Wealth Advisor manages wealth management services, develops client relationships, conducts financial planning and ensures compliance, with a focus on business growth and teamwork.

Lead the IT Process Automation team to define and execute enterprise automation strategy, administer platforms (UiPath, SharePoint, DocuSign), ensure governance and security, manage vendors, deliver scalable automation solutions, and develop automation talent while partnering with business and IT stakeholders.