
Wealth Portfolio Management Lead
4 days ago
As a Wealth Underwriting Manager, you will oversee the daily activities of a team and work collaboratively with various stakeholders to drive results.
This role requires exceptional leadership skills and the ability to make informed decisions that align with business objectives.
The ideal candidate will have extensive experience in custom/commercial underwriting and management, including underwriting high net-worth individuals.
Key Responsibilities- Manage and develop a team of individual contributors with low to moderate complexity and risk
- Engage stakeholders and internal partners associated with the functional area
- Identify opportunities for process improvement and risk control development
- Make decisions regarding resources, objectives, and operations
- Interpret and develop policies and procedures
- 10+ years of custom/commercial underwriting and management experience
This position offers a unique opportunity for professional growth and development. The successful candidate will have access to ongoing training and mentorship programs.
Other InformationWe are committed to creating a workplace culture that values diversity, equity, and inclusion. We strive to attract and retain talented individuals who share our commitment to excellence.
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