Top 73 Wealth operations manager Jobs in Columbus

Branch Manager
KEMBA Financial Credit Union —Columbus, OH
- $72,000 - $105,000 a year
- Full-time
- Mid-level
- Organizational skills
- 1 year
- Cell phone reimbursement
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14d
Wealth Management Administrative Assistant
Vaco by Highspring —Columbus, OH
- $65,000 - $75,000 a year
- Mid-level
- Office
- Administrative experience
- Health insurance
- Dental insurance
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HR Business Partner
Plante Moran —Grandview Heights, OH
- $75,000 - $115,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Investment Management - Business Strategy Manager
Deloitte —Columbus, OH
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Research
- Analysis skills
Workplace Solutions - Quality Assurance Specialist (Service Desk)
JPMorganChase —Columbus, OH
- Full-time
- Hybrid work
- Bilingual
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Coldwell Banker Branch Manager - Columbus, OH
Anywhere Real Estate —Columbus, OH
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Paid parental leave
2027 Chase Associate Program - Summer Associate Opportunity (OH, TX, DE)
JPMorganChase —Columbus, OH
- Full-time
- Office
- 3 years
- Math
- Health insurance
- Tuition reimbursement
Asset Manager (Multifamily Real Estate)
Huber Equity Group —Columbus, OH
- $80,000 - $95,000 a year
- Full-time
- Travel
- Mentoring
- In-person
- Health savings account
- Paid holidays
Quick Apply
1d
Senior Manager | Sales Reinvention | Insurance
Accenture —Columbus, OH
- $122,700 - $317,200 a year
- Full-time
- 5 years
- US work authorization
- Military encouraged
- Paid holidays
- Disability insurance
Sr. Director, AI Leader & Discovery Specialist
Sequoia Financial Group Llc —Dublin, OH
- $180,000 - $205,000 a year
- Business development
- Presentation skills
- Travel
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Business Analyst - Banking & Wealth Management- Cleveland, Columbus, Buffalo
Photon —Columbus, OH
- $38,000 - $133,000 a year
- 7 years
- Computer Science
- Office
- Paid holidays
- Health insurance
Growth Strategy & Partnerships Manager
Safelite Group —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- SQL
- Paid holidays
- Health insurance
Senior Manager, Vertical Capability Integration
C.H. Robinson —Grandview Heights, OH
- $113,000 - $254,200 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Paid parental leave
- Health savings account
21h
Banking Center Manager
First Merchants Bank —Columbus, OH
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Cosmetic Operations Manager, Reconditioning
DriveTime Car Sales, LLC —Columbus, OH
- Full-time
- Clean driving record
- 5 years
- Pass drug screening
- Wellness program
- Disability insurance
Quick Apply
15h
Asset Management - Global Liquidity Client Account Analyst
JPMorganChase —Columbus, OH
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Vice President, Assistant General Counsel - Asset Management
JPMorganChase —Columbus, OH
- $156,750 - $230,000 a year
- Full-time
- 5 years
- Contracts
- Senior level
- Health insurance
- Tuition reimbursement
AVP, Infrastructure & Operations
Safelite Group —Columbus, OH
- Full-time
- Hybrid work
- Computer science
- Azure
- Computer Science
- Paid holidays
- Health insurance
14d
Audit Manager
Schneider Downs & Co., Inc. —Columbus, OH
- Hybrid work
- CPA
- 5 years
- Office
- Profit sharing
- Paid holidays
Key Private Bank Client Relationship Associate
KeyBank National Association —Columbus, OH
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
8d

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wealth operations manager jobs near columbus

Branch Manager

KEMBA Financial Credit Union -
Columbus, OH

Quick Apply

Job Details

Full-time
$72,000 - $105,000 a year
14 days ago

Benefits

Cell phone reimbursement

Qualifications

Mid-level
Organizational skills
1 year
Leadership
Communication skills

Full Job Description

Title: Branch Manager (I,II, Senior)

Reports to: Director of Sales and Member Experience

Supervises: Assistant Branch Manager, Concierge, Member Services Representative

Status: Exempt

Objective:

In a Tier I Branch designation or having several years’ proven experience achieving successful results across Sales, Member Care, Operational results, Associate results, and Community Engagement - the Senior Branch Manager is responsible for planning and directing all branch sales, service and operations related activities, coaching and developing associates to deliver on our mission and provide great member care, engaging in the community and calling on local businesses.

This high-contact sales and leadership position requires the ability to engage effectively with members and associates in person, by telephone and in writing along with the ability to work in a fast-paced and results-driven environment.

Duties and Responsibilities:

Leads, motivates, and consistently coaches associates to deliver on our mission to enrich the financial lives of members, provide excellent member care, and achieve all sales, service, and operational goals
Develops associates through ongoing coaching, one-on-one meetings, performance reviews, career development discussions, and succession planning efforts
Establishes clear expectations and fosters a culture of accountability, engagement, collaboration, continuous improvement, and results
Proactively develops business relationships both inside and outside of the branch to grow membership and business relationships through dedicated outreach and calling activities
Maintains active involvement in the community, including participation in chambers, networking organizations, and community events while developing key business and community relationships
Monitors and analyzes branch performance metrics to identify opportunities for improvement, implement corrective actions, and administer sales incentive programs
Develops and implements strategies to increase member satisfaction, deepen member relationships, and drive business growth
Handles member and internal partner inquiries and resolves issues promptly, professionally, and effectively
Establishes and nurtures collaborative relationships with interactive tellers, back-office teams, and the sales units of Business Services, Mortgage, Wealth Management, and other departments to ensure seamless operations and an exceptional member experience
Proactively calls targeted leads to ensure members are taking full advantage of their membership and all applicable products and services
Manages the overall operations of the branch, ensuring adherence to operational, security, risk, and regulatory policies and procedures
Recruits, hires, and effectively onboards new branch associates
Schedules staff, conducts one-on-one meetings, performance reviews, and career development discussions, and maintains accurate associate records, including time and attendance, cash discrepancies, and performance documentation
Oversees branch facilities to create a welcoming and professional environment that supports an excellent member experience
Leads branch-level projects and initiatives that drive operational excellence, improve member experience, strengthen sales performance, and support organizational objectives
Develops strong cross-functional partnerships and collaborates with internal stakeholders to improve outcomes for members, associates, and the organization
Identifies opportunities for process improvement, operational efficiencies, and business growth and leads implementation efforts when appropriate
Serves as a trusted resource to associates and branch leaders by sharing knowledge, onboarding and mentoring peers, and supporting branch network success
Registers with and maintains active status in the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO), including completion of all required training and compliance requirements as directed by KEMBA
Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs
Relates to others beyond giving and receiving instructions:
- Communicates with coworkers or peers without exhibiting behavioral extremes
- Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
- Responds appropriately to criticism from a supervisor
- Performs other duties as required by management

Required Qualifications

Undergraduate degree in Business, Finance, or a related field; or an equivalent combination of education and experience
One or more years of management experience in a sales environment
Three or more years of financial services experience
Consistent demonstration of strong results in sales, member experience, operational controls, and team leadership
Strong organizational, analytical, and problem-solving skills
Professional demeanor and effective communication skills

Desired Qualifications

Candidates may be considered for higher-level Branch Manager positions based on demonstrated experience and success in the following areas:
Progressively responsible financial services management experience
Proven track record of leading high-performing teams and developing future leaders
Experience leading complex branch operations and larger branch teams
Demonstrated success driving sales growth, member satisfaction, operational results, and community engagement
Experience leading branch-level or organizational projects and strategic initiatives
Ability to mentor, coach, and support other branch leaders across the organization
Teller and account assistance experience
Previous Branch Manager or Assistant Branch Manager experience

Physical Demands

The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.

The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.

Eligibility

Laptop: Yes
Remote/Hybrid Work: Yes
Cell Phone Reimbursement: No
Vehicle Reimbursement: No
Incentive(s): Yes

Position Level Notice

This position may be filled at the Branch Manager I, Branch Manager II, or Senior Branch Manager level. Placement within the Branch Manager career path will be determined based on the selected candidate's experience, demonstrated leadership capabilities, performance history, and overall qualifications. Compensation will be commensurate with the level and experience of the successful candidate.

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Refine Your Search

wealth operations manager jobs in columbus

Branch Manager

Wealth Management Administrative Assistant

HR Business Partner

Investment Management - Business Strategy Manager

Workplace Solutions - Quality Assurance Specialist (Service Desk)

Coldwell Banker Branch Manager - Columbus, OH

2027 Chase Associate Program - Summer Associate Opportunity (OH, TX, DE)

Asset Manager (Multifamily Real Estate)

Senior Manager | Sales Reinvention | Insurance

Sr. Director, AI Leader & Discovery Specialist

Business Analyst - Banking & Wealth Management- Cleveland, Columbus, Buffalo

Growth Strategy & Partnerships Manager

Senior Manager, Vertical Capability Integration

Banking Center Manager

Cosmetic Operations Manager, Reconditioning

Asset Management - Global Liquidity Client Account Analyst

Vice President, Assistant General Counsel - Asset Management

AVP, Infrastructure & Operations

Audit Manager

Key Private Bank Client Relationship Associate

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