Supervisor, Income Processing – Wealth Operations

Lead and oversee income processing and related operational activities within Wealth Operations. Ensure accurate, efficient, and compliant work, supervising staff and managing daily, weekly, and monthly settlement activities. This role also involves managing liabilities, ensuring audit compliance, and developing team members.

• Supervise staff and processes for posting income transactions
• Oversee free movement activities for client accounts
• Manage liability associated with income processing
• Ensure audit and compliance requirements are met
• Develop conversion and testing plans for new enhancements
• Coach and develop team members