Wealth Ops Manager - Contact Center (charlotte, Nc)

Citizens Bank

Charlotte, NC, US
100% onsite
Wealth management operations expertise
Operational risk management
Team leadership and development
The Wealth Operations Manager leads the Wealth Contact Center team in delivering high-quality client and advisor experiences

Job Summary

  • The Wealth Operations Manager leads the Wealth Contact Center team in delivering high-quality client and advisor experiences.
  • This role involves managing operational risk and ensuring compliance with regulatory standards.
  • The manager is responsible for colleague development and fostering a culture of accountability and service excellence.

Matching Summary

The Wealth Operations Manager leads the Wealth Contact Center team in delivering high-quality client and advisor experiences.

Skills & Requirements

Must-have

  • Wealth management operations expertise
  • Operational risk management
  • Team leadership and development

Nice-to-have

  • Strong communication skills
  • Continuous improvement culture
  • Collaborative team environment

Key Requirements

  • Minimum 3 years in wealth management leadership
  • FINRA Series 7 and 63 required
  • 5 years in broker dealer environment

Work Rights

Not specified

Tailored Resume

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