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About 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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