The Managing Director, Wealth Operations and Innovation is responsible for overseeing all operational, reporting, and client service activities within United Community Wealth. This role is a key member of the Wealth executive leadership team and will serves as strategic leader for enhancing the advisor and client experience. The ideal candidate will have a strong background in wealth management operations, product, compliance, and client service.
What You’ll Do- Supervise and optimize day-to-day operational activities within the wealth management division.
- Implement and enhance operational processes to improve efficiency, accuracy, and client satisfaction.
- Collaborate with internal teams to ensure the smooth execution of financial transactions and account management processes.
- Ensure strict adherence to regulatory requirements and industry standards.
- Develop and implement compliance procedures and policies to mitigate operational risks.
- Stay updated on changes in financial regulations and ensure that the operations team is informed and compliant.
- Evaluate and implement technology solutions to streamline operational processes and enhance client services.
- Work closely with IT and other relevant departments to integrate and optimize wealth management systems.
- Lead and mentor a team of operations and client service professionals, fostering a culture of excellence and continuous improvement.
- Collaborate with client services teams to ensure timely and accurate resolution of client inquiries and concerns.
- Implement measures to enhance the overall client experience.
- Generate and analyze operational reports to identify trends, areas for improvement, and opportunities for efficiency gains.
- Provide regular updates to senior management on key performance indicators and operational metrics.
- Perform other duties as assigned.
- Bachelor's degree in finance, business, or equivalent industry experience.
- In-depth knowledge of financial products, services, and industry regulations.
- Strong leadership and team management skills.
- Deep experience with risk identification and development of risk mitigation procedures.
- Proven strategic ability to manage complex systems and processes
- Excellent problem-solving, analytical abilities, and project management.
- Exceptional communication skills, both written and verbal
- Familiarity with Trust Accounting Systems – FIS or SEI
- Demonstrated ability to manage external vendors and strategic partners
- Must be able to pass a criminal background & credit check
FLSA: Exempt
SUPERVISORY RESPONSIBILITY
This position manages operations and client service employees and is responsible for the coaching, development, and performance management of those employees.
WORK ENVIRONMENT
Greenville, SC or Orlando, FL
POSITION TYPE
This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.
TRAVEL
This position requires up to 25% travel.
OTHER
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
Pay RangeUSD $0.00 - USD $0.00 /Yr.Skills Required
- Bachelor's degree in finance, business, or equivalent industry experience
- In-depth knowledge of financial products, services, and industry regulations
- Strong leadership and team management skills
- Deep experience identifying risks and developing risk mitigation procedures
- Strategic ability to manage complex systems and processes
- Excellent problem-solving and analytical abilities
- Project management experience
- Exceptional written and verbal communication skills
- Familiarity with trust accounting systems, including FIS or SEI
- Ability to manage external vendors and strategic partners
- Ability to pass a criminal background and credit check
United Community Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about United Community Bank and has not been reviewed or approved by United Community Bank.
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Leave & Time Off Breadth — PTO and parental leave are presented as robust, covering vacation, sick and personal time plus federal holidays. Time-away policies are highlighted as strengths relative to base pay.
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Healthcare Strength — The package includes multiple medical plan options, company-paid short- and long-term disability, and company-paid life insurance at a high multiple of salary. These protections are positioned as core strengths of the total rewards offering.
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Retirement Support — A 401(k) with employer match and HSA with employer contributions are part of the offering. These components indicate meaningful support for long-term financial security.
United Community Bank Insights
What We Do
Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve. As a top 100 U.S. financial institution, we offer comprehensive banking, wealth management, and mortgage services, serving clients across the Southeast with more than 200 locations throughout Alabama, Georgia, North Carolina, South Carolina, Tennessee, and Florida. Our commitment to service has earned us numerous accolades, including ten J.D. Power awards for #1 in customer satisfaction in the Southeast, and consistent recognition from Forbes, including multiple appearances on their lists of World's Best Banks and America's Best Banks. We were also recognized by Newsweek as one of America's Most Trusted Companies and are a multi-year recipient of American Banker's "Best Banks to Work For" award. We are an Equal Housing Lender and Member FDIC. For a better banking experience, visit your local United Community branch today. For more information about our products and services, please visit ucbi.com.
