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Wealth Management Services and Operations Manager

City National Bank of Florida • Coral Gables, FL, US • published 2026-10-07 15:03:33.343788

Description

Overview: The Wealth Management Services and Operations Manager is responsible for managing the operational and client service functions within the Wealth Management division. This position oversees daily workflows, enforces regulatory compliance, and directs service execution for high\-net\-worth clients. The role ensures operational accuracy across portfolio management, financial modeling, trading, reporting, trust systems, cash movements, and vendor relationships. It also manages the interface between front\-office advisors and back\-office operations to ensure consistent execution and adherence to internal standards. The position includes responsibility for both daily operations and strategic initiatives that impact service delivery and operational efficiency. **What You'll Do:*** 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 exec...

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