Team Operations Manager (WR: 778)
RBC Bessette Wealth Management
For nearly three decades, RBC Bessette Wealth Management has proudly served Canada’s most respected families and esteemed institutions. As part of Canada’s largest full-service financial institution, Robert Bessette and his team are uniquely positioned to cater to the wealth needs of affluent individuals, family enterprises, business owners, and select organizations. Strengthened by their strategic partnerships, RBC Bessette Wealth Management channels the collective expertise of their team to ensure their clients receive the best advice and access to a network of trusted resources for optimal outcomes.
The Team Operations Manager at Bessette Wealth Management, RBC Wealth Management, is pivotal in ensuring efficient and high-quality service delivery to clients and supporting the portfolio management team. This multifaceted role involves overseeing day-to-day operations, managing team performance, and handling high-level tasks for the portfolio manager, who serves high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The most crucial aspect of this role is the unwavering commitment to providing the highest level of service to ensure an exceptional client experience. The Team Operations Manager is instrumental in executing the Bessette Wealth Management vision and is key to maintaining the seamless delivery of services and supporting the firm’s strategic goals.
The key responsibilities for this role include mastering the CRM system to generate reports, review analytics, track milestones, and ensure team proficiency and adherence to data integrity standards. Additionally, the role requires elevating client experience standards to deliver a best-in-class wealth management experience and developing a strategic operational roadmap aligned with the firm’s goals. This includes identifying key areas for process improvement and successfully executing the strategy to drive operational excellence and support the firm’s long-term objectives.
The ideal candidate will possess excellent organizational and multitasking skills, with the ability to prioritize tasks effectively. They should have exceptional communication and interpersonal skills, maintaining a client-centric approach. Proficiency in the Microsoft Office Suite and familiarity with Salesforce CRM are essential. A high degree of professionalism, discretion, and confidentiality is required. The candidate should hold a bachelor’s degree in finance, business administration, or a related field, with a minimum of 3-5 years of experience in a similar operations role within a professional services firm, financial services, or wealth management industry.
If you are interested in learning more about this exciting opportunity, please contact Mackenzie Boessenkool mackenzie@humanisadvisory.com.
