Wealth Management Operations Leader

City National Bank; Torch of Friendship (FL); Hybrid; USD 120,000 - 180,000; Full time

Job summary

City National Bank seeks a Wealth Management Services and Operations Manager to lead daily client onboarding, account maintenance, and cross-functional processes for high-net-worth clients. You will drive service standards, regulatory compliance, and strategic initiatives across the wealth management operations team.

You will oversee trust and investment accounts, vendor relations, and reporting, coordinating with Trust Officers, Wealth Advisors, and compliance to ensure accurate, timely

Qualifications

• 10+ years of trust administration, financial services or accounting experience.
• 2-4 years in a managerial role
• Strong understanding of wealth management, investment products, regulations, and custodial platforms.
• Experience with trust accounting platforms such as FIS, Advantage, Pershing, or SunGard.
• Familiarity with consumer protection and compliance regulations.

Responsibilities

• Lead the Services and Support team, providing day-to-day oversight, coaching, performance feedback, and professional development to maintain service standards and team engagement.
• Oversee daily operational activities including client onboarding, account setup, transfers, account maintenance, correspondence, inflows/outflows, overdraft resolution, and daily reconciliation.
• Direct operational execution of fund release requests and related transactions in Trust and Wealth Administration in partnership with Trust Officers and Wealth Advisors.
• Oversee cross-functional operational processes involving advisors, portfolio managers, compliance, and finance teams to ensure procedural accuracy and regulatory adherence.

Skills

Leadership

Operations management

Regulatory compliance

Communication

Education

Bachelor's Degree in Business/Finance

Equivalent combination of education and experience

Tools

FIS Reliance

Charles Schwab

FIServ

Laser Pro

Lawyer Pro

Envestnet TAMP

CRM systems

Job description

City National Bank seeks a Wealth Management Services and Operations Manager to lead daily client onboarding, account maintenance, and cross-functional processes for high-net-worth clients. You will drive service standards, regulatory compliance, and strategic initiatives across the wealth management operations team.

You will oversee trust and investment accounts, vendor relations, and reporting, coordinating with Trust Officers, Wealth Advisors, and compliance to ensure accurate, timely