Job Description
Wealth Operations Manager
Large Community Bank
The Wealth Operations Manager acts as a primary client contact for wealth operations,
overseeing the daily management of customer accounts and ensuring accurate processing of financial transactions.
This role is responsible for maintaining compliance with regulatory standards, managing the
distribution of statements and reports, and optimizing operational processes.
The manager also leads the team in providing a high level of service quality, efficiency, and client satisfaction.
They will work closely with clients, auditors, vendors, and team members, ensuring effective wealth operations and supporting the banks mission and values.