Top Operations Jobs

Provide high-touch middle-office support for Alternative Investments by assisting financial advisors and internal partners with trade support, account management, documentation, escalations, and technical questions. Troubleshoot and resolve complex advisor/client issues, train and mentor team members, support projects and field education, and serve as a backup for supervisory responsibilities while adhering to compliance and risk guidelines.

Deliver scalable workshops and targeted coaching to improve branch productivity, customer experience, and execution of the Behavior Framework and Management Cycle. Coach select District Managers through branch visits, identify improvement opportunities, support Regional Executives in evaluations and rollouts, and collect feedback on pilots. Frequent regional travel required to Salt Lake City and Las Vegas markets.

Lead branch performance improvement by delivering workshops, coaching district managers, identifying opportunities, supporting branch leaders and pilots, and driving execution of the Behavior Framework, Management Cycle, affluent and small-business activities. Role requires frequent travel and stakeholder influence to improve customer experience and branch productivity.

Provide high-touch middle-office support for Alternative Investments by assisting advisors and internal partners via phone and email, handling trade support, account documentation, escalations, and issue resolution while following policies and compliance requirements.

Support branch operations and customer experience by processing and approving teller transactions, handling cash, resolving customer issues, educating customers on digital solutions, supporting scheduling and daily operations, escalating concerns, and maintaining compliance and loss-prevention controls.

The role involves managing IT hardware assets, leading technology operations projects, troubleshooting issues, and improving deployment processes while ensuring a superior end user experience.

Lead and participate in technology operations projects, manage production deployments, troubleshoot job failures, enforce escalation policies, and drive process improvements. Provide status reporting, vendor and incident management, mentor staff, and ensure risk and control adherence for operational stability.

Monitor real-time trade activity and exceptions for trading desks, perform trade lifecycle tasks (affirmations, allocations, validations), resolve trade fails and reconciliation breaks, produce daily P&L and attribution reporting, and support process improvements and risk controls for fixed income, mortgage securities, and derivative products.

Supervise and coach customer service associates, manage daily operations and staffing, handle escalations, monitor KPIs and service quality, implement process improvements, and support training and performance reviews.

Handle inbound/outbound phone calls to assist retail banking customers with account inquiries, transactions, payments, and basic problem resolution. Verify identity, follow bank procedures, document interactions, escalate complex issues, and promote bank products when appropriate while maintaining confidentiality and service standards.