Private Client Operations Manager
Job Description
“I can succeed as a Private Client Operations Manager at Capital Group.”
As a Private Client Operations Manager in our Private Client Services group, you will be an experienced leader with comprehensive knowledge of client operations within the high-net-worth space. You will be responsible for leading team members located in offices across the country, serving as a mentor, coach, and contributor to the overall business. You will anticipate, facilitate, and advance operations through process improvements, defect resolution, and enhancements to workflows and team tasks. Additionally, you will collaborate with multiple business area stakeholders to drive related Client Operations and broad Private Client Services initiatives forward.
“I am the person Capital Group is looking for.”
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Have a minimum of 7 years of experience with at least 3 years in a people management position.
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College degree preferred
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Takes initiative by identifying issues and opportunities and recommending solutions
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Exhibits the ability to influence others effectively
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Exercises sound judgment in resolving complex matters
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Shows intellectual curiosity and strong analytical skills in areas of high complexity
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Communicates effectively, both in writing and orally, with a diverse group of associates, senior business leaders, and individuals outside the organization
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Conveys management decisions and messages clearly
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Collaborates and maintains working relationships within and outside Client Operations to achieve business objectives.
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Leads and facilitates various meetings effectively.
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Possesses in-depth knowledge of policies, reporting, and regulatory requirements.
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Demonstrates a strong business acumen, contributing to improvements in processes, communication, leadership, and development.
Southern California Base Salary Range: $131,596-$210,554
New York Base Salary Range: $139,498-$223,197
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
