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Financial Operations Manager

2 months ago

Raleigh, North Carolina, United States First Citizens Bank Full time
Job Summary

We are seeking a highly skilled Financial Operations Manager to join our team at First Citizens Bank. As a key member of our Wealth Management department, you will be responsible for overseeing all finance functions, ensuring timely financial regulatory filings, and managing external audit relationships.

Key Responsibilities
  • Financial Oversight: Manage all financial information for Investor Services, including income statements and balance sheets. Prepare and review compliant financial regulatory reports and respond to inquiries from regulators.
  • Financial Review: Develop and maintain processes to increase efficiencies, regulatory compliance, and accuracy in financial reporting. Ensure correct receipt of commissions, revenue, and expense accounting.
  • Business Strategy: Identify and recommend strategies for improving the financial performance of the Wealth Management division. Provide analytical information to executive management and lead projects involving business analysis and strategic planning.
  • Managerial Functions: Establish and monitor expectations to achieve company and department goals. Manage the performance, training, and evaluation of assigned staff.
  • Vendor Management: Develop and maintain productive vendor relationships, negotiate pricing, and assist in problem-solving.
Requirements
  • Bachelor's Degree and 8 years of experience in Brokerage Finance OR High School Diploma or GED and 12 years of experience in Brokerage Finance
  • License or Certification Type Preferred: Finance and Operations Principal Series 27, 24, 7, 63, 65/66, 53
  • People management experience preferred
  • Skill(s): Knowledge of accounting, securities industry rules and regulations, and computer programming logic
About First Citizens Bank

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. We employ over 6,000 associates who are focused on helping our customers achieve a lifetime of success.

First Citizens Bank. Forever First. Member FDIC.

Equal Opportunity/Affirmative Action Employer/Minority/Female/Disability/Veteran