Who are you?You're a strategic thinker who enjoys improving processes, leading teams, and ensuring operational excellence. At C&N, we're seeking a
Wealth Management Operations Manager to oversee the day-to-day operations of our Wealth Management division while supporting the delivery of exceptional service to clients and internal partners.
In this role, you'll lead and develop a team, drive operational efficiencies, support key initiatives, and collaborate across departments to ensure Wealth Management operations run smoothly and effectively. If you enjoy balancing leadership, process improvement, and operational oversight, this is an opportunity to make a meaningful impact on a growing Wealth Management team.
You will be responsible for:- Operations Leadership: Lead, coach, and develop the Wealth Management Operations team by setting goals, providing feedback, supporting professional development, and ensuring consistent operational excellence.
- Process Improvement & Operational Strategy: Assist in developing, implementing, and enhancing policies, procedures, systems, and workflows that improve efficiency, strengthen controls, and support business growth.
- Operational Support & Collaboration: Partner with Wealth Management Administration, Investment Management, Tax, Retirement Services, vendors, and other internal teams to resolve operational issues and support exceptional client service.
- Systems & Vendor Management: Support operational systems, technology initiatives, and vendor relationships while assisting with major projects and continuous process improvements.
- Training & Team Development: Coordinate operational training, develop standard procedures, and ensure team members have the knowledge and resources needed to succeed.
- Reporting & Compliance: Assist with departmental reporting, operational oversight, regulatory support, and transaction reviews while maintaining compliance with internal policies and industry requirements.
Requirements:Education & Experience - You will need a bachelor's degree
AND one 4-6 years of related experience and/or training
OR an equivalent combination of education and experience.
Skills - You should possess well-developed abilities and a proven track record in the following areas:
- Leadership & Team Development
- Critical Thinking
- Process Improvement
- Strong Research Skills
- Strong Communication
- Active Listening
- Attention to Detail
- Operational Management
- Problem Solving
- Collaboration & Relationship Building
- Project Coordination
- Time Management & Organization
Key Competencies - The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:
- Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
- Ensures Accountability: Takes ownership, follows through on commitments, and holds self and others responsible for results.
- Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
- Manages Complexity: Analyzes situations, gathers data, and evaluates options to solve complex problems effectively.
- Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
