Wealth Banking Services Solutions Manager – Operations

Role Overview

• Lead, coach, and develop an operations team responsible for Wealth Banking Services client support
• Set clear expectations, monitor performance, and provide ongoing feedback and development
• Manage staffing levels, workflow distribution, and capacity planning to meet SLAs in a high-growth environment
• Foster a culture of accountability, collaboration, and continuous improvement
• Oversee daily execution of client servicing activities, including: Teller-type transactions, Wire transfers, Loan payments, Account opening and maintenance, Ongoing client service requests
• Ensure operational processes are executed accurately, efficiently, and in compliance with internal policies and regulatory requirements
• Identify opportunities to improve efficiency, scalability, and risk mitigation
• Ensure adherence to legal, regulatory, and accounting requirements impacting Wealth Management and Securities Services
• Maintain strong operational controls and documentation
• Partner with compliance, risk, and audit teams as needed
• Partner with internal stakeholders across Wealth Management, Operations, and leadership teams
• Communicate effectively with peers and leaders regarding performance, capacity, risks, and improvement opportunities
• Support change initiatives related to growth, process optimization, and systems

Requirements

• Bachelor's degree in accounting or finance, or equivalent work experience
• Three to five years of experience in trust and securities operational functions
• Three to five years of management experience
• Thorough knowledge of trust and securities operational functions, systems, procedures, products and services
• Thorough knowledge and understanding of legal, regulatory and accounting principles which directly affect Wealth Management & Securities Services business lines and clients
• Well-developed analytical, problem-solving, organizational and project management skills
• Effective interpersonal, verbal and written communication skills
• Excellent supervisory and management skills, including a well-developed knowledge of human resources
• Ability to manage multiple, unrelated tasks
• Additional one to three years experience managing Managers preferred

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law