Wealth Management Operations Lead
city national bankCoral Gables, FL
Wealth Management Operations Lead
city national bankCoral Gables, FL
8 days ago
Occupations
General and Operations ManagersFinancial ManagersFirst-Line Supervisors of Office and Administrative Support WorkersIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
City National Bank of Florida is seeking a Wealth Management Services and Operations Manager to lead the service and support functions for high-net-worth clients. You will oversee daily workflows, ensure regulatory compliance, and align front-office and back-office processes to deliver accurate, timely execution across portfolios and trust operations.
The role emphasizes building a compliant, efficient operations program, managing onboarding and accounts activity, coordinating with advisors and
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JOB OVERVIEW
Experience level
Mid
Location
Coral Gables, FL
Occupation
General and Operations Managers
Industry
Portfolio Management and Investment Advice
Posted
8 days ago
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