Wealth Management Services and Operations Manager

Job Title Wealth Management Services and Operations Manager Job ID 2026-6208 Posted Date 10/6/2026 Category Wealth Management Type Full-Time Job Locations US-FL-Coral Gables Location : Location City National Bank of Florida Job Post Information* : External Company Name www.citynational.com Location : Postal Code 33134 Location : Address 2701 S.

Le Jeune Road Bachelor's Degree in Business, Finance or related, required. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Certifictions: Certified Financial Planner (CFP), preferred. Certified Fiduciary & Investment Risk Specialist (CFIRS), or similar designation, preferred.

Certified AML & Fraud Professional (CAFP), Certified Regulatory Compliance Manager (CRCM), or Certified Trust & Financial Advisor (CFTA), or similar designations, a plus. Completion of Florida Trust School, a plus. 10+ years of trust administration, financial services or accounting experience. 2-4 years of experience in a managerial role Strong understanding of the wealth management industry, investment products, financial regulations, and custodial platforms such as FIS/Reliance and Charles Schwab.

Working knowledge of trust accounting platforms including FIS, Advantage, Pershing, or SunGard. Familiarity with consumer protection and compliance regulations applicable to financial services. Knowledge of collateral control and loan servicing requirements. Experience with financial systems and documentation platforms such as Fiserv, Laser Pro, and Lawyer Pro.

Experience developing and implementing operational policies and procedures. Familiarity with Envestnet TAMP. Proficiency in CRM systems and Microsoft Office Suite. Effective written and verbal communication skills. Strong organizational and documentation skills. Attention to detail and accuracy in operational execution.

Ability to contribute to strategic planning and departmental goal alignment. Ability to manage competing priorities in a regulated, deadline-driven environment. Ability to operate in a team-based environment with a focus on service consistency. Ability to handle confidential information and sensitive data with discretion.