Investment Operational Manager

Old National Bank•Chicago, IL

12d•Onsite

About The Position

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Requirements

2-5 years of financial services experience.

Nice To Haves

Licensing is preferred not required.

Responsibilities

Overseeing operational support functions for Old National Wealth Advisors, ensuring efficient advisor and client account administration, escalation management, and platform support.
Serving as a key operational resource for advisors and leadership by managing account maintenance, representative onboarding activities, technology access, money movement issues, complex client account matters, and operational risk resolution.
Driving operational excellence, supporting asset growth initiatives, and enhancing the overall advisor and client experience through timely execution and problem resolution.
Generating and maintaining representative codes and ID’s.
Facilitating advisor transitions, account changes, and book reassignments.
Submitting and managing technology and platform access requests.
Supporting advisor onboarding and operational readiness.
Processing and coordinating networking and direct business requests.
Managing collateralized accounts, including pledge additions and removals.
Resolving money movement, deposit, and account servicing issues.
Serving as a primary escalation point for operational matters involving LPL Financial.
Overseeing and resolving NIGO items to ensure efficient processing.
Handling sensitive and complex account situations, including estates, death claims, divorce settlements and other special circumstances.
Identifying and implementing operational efficiencies to support advisor growth and increasing AUM.
Providing specialized support for high-priority advisor and client matters.
Serving as back-up support for trading and investment operations as needed.
Mitigating operational risk through process monitoring, issue resolution and adherence to procedures.
Collaborating with leadership to improve service quality and scalability across the wealth platform.