Wealth Operations Manager

Job Description

We are seeking a Wealth Operations Manager to join our Ledyard Financial Advisors team. The primary responsibility of the Wealth Operations Manager is the strategic oversight of the Wealth Operation Team, including supporting the investment staff, trading, backing up treasury process, identifying process improvements and efficiencies and other various responsibilities of Client Services. The Wealth Operations Manager will play a key role in optimizing operational processes, enhancing productivity and ensuring a seamless execution of wealth management services. The Wealth Operations Manager is a member of the Ledyard Financial Advisors Senior Leadership Team. Qualifications; An Associate degree in Business or Finance is required, Bachelor’s degree preferred; five plus years’ experience required in the Investment/Trading field; two plus years’ Supervisory/Management experience required; advanced experience in investments required. Location: Hanover, NH (includes paid parking)