Mgr Ops Servicing Wealth Mgmt Cns

4 days ago

Newark, United States City National Bank Full time

Overview:
**MGR OPS SERVICING WEALTH MGMT CNS**

**WHAT IS THE OPPORTUNITY?**
The Manager of Ops Servicing Wealth Mgmt CNS is responsible for managing client service functions and the execution of key strategic initiatives for the City National Securities(CNS) component of Wealth Management, within Banking & Investment Services division. This position will work closely with CNS's senior management team with emphasis on planning, processes, project management and new technologies to ensure the achievement of business plan goals and objectives. Adheres to Bank compliance policies and procedures as well as all regulatory requirements and guides directionally to staff. Ensures quality client service, operational integrity and regulatory compliance. This position will manage a team of CNS Wealth Management Services colleagues who will manage tasks such as onboarding, account management, and other client service functions.

**WHAT WILL YOU DO?**
- Execute all operating and client service deliverables with a focus on short and long term objectives that boost business growth and protocols that can improve efficiency and effectiveness.
- Work directly on planning, developing, implementing, and evaluating all operating practices to increase productivity, ensure continued delivery of best in class service and operational excellence.
- Drive timely, on-budget completion of key initiatives, in collaboration with Wealth Management stakeholders and lines of business including: creating and overseeing project plans, with budgeting, resource management, operational change, management reporting, and issue and risk evaluation. Define success criteria for both project and on-going production and prioritize projects and phases for maximum return.
- Serve as key contact for CNS operations, programs and integration activities and will represent interests directly or indirectly on committees, task forces and project teams as assigned.
- Manage the implementation of CNS product and service offerings, systems, platforms, marketing efforts, and compliance.
- Guide and direct teammates and other members of management in the pursuit of executing CNS goals and objectives across all initiatives requiring execution of priorities and making sure deliverables are achieved on a timely and quality basis.
- Incorporate Top Grading practices in evaluating and building CNS client service teams. Hire, terminate, develop, coach, and motivate colleagues. Identify staff development needs and provides appropriate opportunities or through leveraging internal or external resources. Stay abreast of new developments concerning policy and procedures, and communicate in a timely manner to staff.
- Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the processes employed and the incentives with which colleagues are awarded.
- All City National products, financial solutions and services are to be provided ethically and with integrity in a manner that is consistent with the client-first culture and values embodied in City National’s PRIDE statement.

**Must-Have**
- Bachelor's Degree or equivalent
- Minimum of 10 years of experience in financial services
- Minimum of 8 years of experience in investment operations and client service
- FINRA Series 99, 7, and 63 required

**Skills and Knowledge**
- FINRA Series 24 strongly preferred, or ability to obtain within 90 days of hire
- Deep understanding of investment operations and services
- Strong knowledge of bank operations, particularly as they result to investment management
- services
- Strong presentation and communication skills with the ability to plan and present to executive management
- Strong analytical skills
- Demonstrated leadership and collaboration capabilities
- Proven and measurable change management experience
- Ability to manage multiple initiatives simultaneously
- Must possess strong financial and business acumen and savvy
- Ability to work under pressure and excel in a fast-paced environment
- A strong understanding of technology.
- Understanding of current regulatory environment, and applicability.

**COMPENSATION**
Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
- **To be considered for this position you must meet at least these basic qualifications**

The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

**Benefits and Perks**
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.

**INCLUSION AND

  • Operations Service Project Lead Cns

    1 week ago

    Newark, United States City National Bank Full time

    Overview: **OPERATIONS SERVICE PROJECT LEAD CNS** **WHAT IS THE OPPORTUNITY?** Develops and Implements new projects and related procedures and processes to improve workflow and efficiency in regulatory, compliance, client service and operational issues. Organize and conduct training sessions, and create operational training manuals. Reports progress to CNS...

  • Salesforce Wealth Mgmt Tech Lead

    4 weeks ago

    Newark, United States Cognizant Full time

    About CognizantCognizant (Nasdaq: CTSH) engineers modern businesses. We help our clients modernize technology, reimagine processes and transform experiences, so they can stay ahead in our fast-changing world. Together, we're improving everyday life. See how at www.cognizant.com EEO Statement & AccommodationsCognizant is an equal opportunity employer. All...

  • Salesforce Wealth Mgmt Tech Lead

    4 weeks ago

    Newark, United States Cognizant Full time

    About CognizantCognizant (Nasdaq: CTSH) engineers modern businesses. We help our clients modernize technology, reimagine processes and transform experiences, so they can stay ahead in our fast-changing world. Together, we're improving everyday life. See how at www.cognizant.com EEO Statement & AccommodationsCognizant is an equal opportunity employer. All...

  • Salesforce Wealth Mgmt Tech Lead

    2 weeks ago

    Newark, New Jersey, United States Cognizant Full time

    Job DescriptionAbout CognizantCognizant (Nasdaq: CTSH) engineers modern businesses. We help our clients modernize technology, reimagine processes and transform experiences, so they can stay ahead in our fast-changing world. Together, we're improving everyday life. See how at EEO Statement & AccommodationsCognizant is an equal opportunity employer. All...

  • J.p. Morgan Wealth Management

    7 days ago

    Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The J.P. Morgan Wealth Management Client Platforms & Experiences organization is accountable for championing end-to-end client experiences for our Wealth Management clients across both our managed and self-directed investment channels. Our team’s focus is to deliver exceptional products and experiences enabled by technology solutions...

  • Project Mgmt Office

    3 weeks ago

    Newark, United States TekWissen LLC Full time

    Job DescriptionJob DescriptionOverview: Tekwissen Group is a workforce management provider throughout the USA and many other countries in the world. The below client is with one of our client which is a leading global medical technology company. It offers a wide range of diagnostic imaging and laboratory diagnostics, as well as advanced therapies and digital...

  • J.P. Morgan Wealth Management

    6 days ago

    Newark, United States JPMorgan Chase Bank, N.A. Full time

    The J.P. Morgan Wealth Management Client Platforms & Experiences organization is accountable for championing end-to-end client experiences for our Wealth Management clients across both our managed and self-directed investment channels. Our team's focus is to deliver exceptional products and experiences enabled by technology solutions and in partnership with...

  • Wealth Management Solutions, Trust

    2 weeks ago

    Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our Global Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors....

  • Spec, Ops, Transportation

    3 weeks ago

    Newark, United States 2139 GG Inc. US Operations Full time

    We’re looking for motivated, engaged people to help make everyone’s journeys better. Position is responsible for serving as the primary administrative support for our major client's operations. Main Duties and Responsibilities: • Analyze data from custom computer screens and prepare driver run sheets for each flight • Assign Drivers to gates and...

  • Mgr Service Desk

    2 weeks ago

    Newark, Delaware, United States Chesapeake Utilities Full time

    Service Desk Manager Location: Hybrid remote with minimum of 2 days per week in Newark, DE or Dover, DE as needed What makes us great: At the heart of our Company is a dedication to delivering energy that drives progress. We put people first, work to keep them safe and build trusting relationships. What you'll be working on... Manage all staffing aspects of...

  • Mgr Service Desk

    1 month ago

    Newark, United States Chesapeake Utilities Full time

    Description Service Desk Manager Location: Hybrid remote with minimum of 2 days per week in Newark, DE or Dover, DE as needed What makes us great: At the heart of our Company is a dedication to delivering energy that drives progress. We put people first, work to keep them safe and build trusting relationships. What you'll be working on... Manage all staffing...

  • Mgr Service Desk

    4 weeks ago

    Newark, United States Chesapeake Corporation Full time

    Service Desk ManagerLocation: Hybrid remote with minimum of 2 days per week in Newark, DE or Dover, DE as neededWhat makes us great: At the heart of our Company is a dedication to delivering energy that drives progress. We put people first, work to keep them safe and build trusting relationships. What you’ll be working on…Manage all staffing aspects of...

  • Wealth Management Fraud

    5 days ago

    Newark, United States Bank of America Full time

    Wealth Management Fraud & Claims - Sr. Fraud Analyst page is loaded Wealth Management Fraud & Claims - Sr. Fraud Analyst Apply locations Newark time type Full time posted on Posted 2 Days Ago job requisition id 24018539 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every...

  • 2024 Fall Semester Co-Op: Chemical, Mechanical and Electrical Engineering Opportunities

    4 weeks ago

    Newark, United States Dupont Full time

    JOB DESCRIPTION At DuPont, we are working on things that matter; whether it’s providing clean water to more than a billion people on the planet, producing materials that are essential in everyday technology devices from smartphones to electric vehicles, or protecting workers around the world.  If you would like to be a part of a premier multi-industrial...

  • Tax Senior | Wealth Management firm | $80k

    4 weeks ago

    Newark, United States Cope Staffing LLC Full time

    Job DescriptionJob DescriptionJob Title: Senior Tax AssociateLocation: 100% Remote but with offices all over the countrySalary: $80,000 to $110,000 + bonus + benefitsCPA or EA preferred Great opportunity to be part of a holistic approach to Tax Planning & Wealth Management.Amazing hours! No more brutal tax seasons. Get out of the grind of CPA firms. This is...

  • Financial Services Professional

    4 weeks ago

    Newark, United States Bankers Life Full time

    Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider...

  • Strategy Analyst, PGIM Executive Office

    1 week ago

    Newark, United States Prudential Ins Co of America Full time

    Job Classification: Project Mgmt, Transformation & Strategy - Project Mgmt, Transformation & Strategy A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, were always looking for ways to improve financial services. Were passionate about making a meaningful impact - touching the lives of millions and solving...

  • Process Management Associate

    2 weeks ago

    Newark, United States Prudential Full time

    Job Classification: Operations - Insurance Operations Prudential is a company of smart, ambitious, customer obsessed professionals working together across a multitude of disciplines. Together, we are building a better financial future for our customers and our communities around the globe. At Prudential, we understand that a company is only as good as its...

  • Latin America Private Bank

    4 weeks ago

    Newark, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** If you deliver premier client service, strong attention to detail and want to create a personalized experience for J.P. Morgan’s Private Bank Clients, you have found the right team! The Personal Services Team delivers a first-in-class experience for the Private Bank’s Latin American client base, working as a team to provide...

  • Assistant Manager Event Services

    4 weeks ago

    Newark, United States Rutgers University Full time

    **Position Details**: - Position Information**Recruitment/Posting Title** - Assistant Manager Event Services**Job Category** - Staff & Executive - Student Affairs and Services**Department** - Housing & Residence Life - Nwk**Overview** - Events & Conference Services at Rutgers University-Newark is at the heart of campus life, dedicated to planning and...