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Wealth Management Operations Lead

L4

city national bankCoral Gables, FL11 days ago
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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Apply now (opens in a new tab)

Level

MidL4

Location

Coral Gables, FL

Occupation

General and Operations Managers

Industry

Portfolio Management and Investment Advice

Posted

11 days ago

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