Lead Analyst - Wealth Management Operations

Posted 3 Days Ago
Be an Early Applicant
Wilmington, DE
79K-132K Annually
Entry level
Other
The Role
The Lead Analyst in Wealth Management Operations will contribute to a Product Ownership team by managing new account openings and mid-office support. Responsibilities include tracking OKRs, providing strategic insights, redefining workflows for efficiency, and ensuring compliance with operational risk controls, all while promoting collaboration among teams.
Summary Generated by Built In
  • Sponsorship is not available for this position including anyone on an F-1 student visa including those eligible for CPT/OPT or the Stem OPT extension. 

  • Contribute to a Product Ownership team serving as a main point of contact for New Account Opening and Mid-Office Support

  • Work closely with leadership to manage and track OKRs, monitor key performance metrics, and provide strategic insights that drive decision-making and ensure teams stay aligned with the company's growth objectives

  • Assist with development of our production support strategy and identify any potential gaps

  • Work closely with our cross functional partners by facilitating collaboration between teams, ensuring smooth handoffs and effective alignment on key initiatives, timelines, and goals

  • Assist in leading efforts to redefine and automate internal workflows and tools, driving efficiency and building resources at scale

  • Identify trends, emerging issues and engage relevant stakeholders to develop project plans, organize virtual and physical events, synthesize multiple points of view and communicate findings utilizing such tools as white papers, reports and other relevant formats.

  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.

  • Promote an environment that supports diversity and reflects the M&T Bank brand.

  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

  • Complete other related duties as assigned.

Supervisory/ Managerial Responsibilities:

Acts as an advisor and coach to mentor junior team members

May provide direction and leadership to more junior staff

Education and Experience Required:

Bachelor’s degree and a minimum of 4 years related business line experience,

OR in lieu of,

A combined minimum of 8 years higher education and/or work experience

#LI-LA1

#risk

#operations

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $79,184.45 - $131,974.08 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

LocationWilmington, Delaware, United States of America

The Company
HQ: Spring, TX
10,001 Employees
On-site Workplace

What We Do

Waste Connections, Inc. is an integrated solid waste services company that provides waste collection, transfer, disposal and recycling services in mostly exclusive and secondary markets in the U.S. and Canada. Through its R360 Environmental Solutions subsidiary, the Company is also a leading provider of non-hazardous oilfield waste treatment, recovery and disposal services in several of the most active natural resource producing areas in the United States, including the Permian, Bakken and Eagle Ford Basins. Waste Connections serves more than six million residential, commercial, industrial, and exploration and production customers from a network of operations in 39 states, six provinces and the District of Columbia. The Company also provides intermodal services for the movement of cargo and solid waste containers in the Pacific Northwest.

Our corporate strategy targets secondary and suburban markets that have strong demographic growth trends and where competitive barriers to entry can be developed. We seek to avoid highly competitive, large urban markets and target markets where we can provide either non-integrated or integrated solid waste services under exclusive arrangements, or markets where we can be integrated and attain high market share. We are a leading provider of solid waste services in most of our markets, and approximately 50% of our revenues are derived from market areas where we have franchise or exclusive rights to provide our waste services.

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