Wealth Business Support Manager

3 weeks ago


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

We are seeking a highly skilled and experienced Wealth Business Support Manager to join our team at First Citizens Bank. This is a key leadership role that requires a strong understanding of wealth management operations, compliance, and risk management.

Key Responsibilities
  • Wealth Operations: Manage operational risk and service quality of the overall Wealth team, ensuring compliance with all applicable policies and resolving complex service issues.
  • Managerial Functions: Establish and monitor expectations to achieve company and department goals, making appropriate changes to team policies, procedures, and efficiencies to meet objectives.
  • Business Support: Assist in the development and implementation of tactics that achieve overall wealth partnership and growth goals within the region, ensuring proper engagement and partnership between support and sales associates.
  • Reporting: Create, maintain, and present crucial reporting to senior leadership on portfolio management, controllable exceptions or losses, and other factors within wealth services.
Requirements

To be successful in this role, you will need a Bachelor's Degree and 6 years of experience in Banking or Wealth operations/service, including a supervisory role, or a High School Diploma or GED and 10 years of experience in Banking or Wealth operations/service, including a supervisory role.

You will also need to possess valid Series 6, 63, 26, 65/66, and state-specific life and health insurance licenses, and have strong verbal and written skills, leadership, and working knowledge of wealth specifically, banking in general.

First Citizens Bank offers a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.



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