Wealth Management Operations Manager

C&N • Charleston Township, PA

11h

About The Position

This role oversees the day-to-day operations of the Wealth Management division, supporting the delivery of exceptional service to clients and internal partners. The manager will lead and develop a team, drive operational efficiencies, support key initiatives, and collaborate across departments to ensure Wealth Management operations run smoothly and effectively. This is an opportunity to make a meaningful impact on a growing Wealth Management team by balancing leadership, process improvement, and operational oversight.

Requirements

• Bachelor's degree AND 4-6 years of related experience and/or training OR an equivalent combination of education and experience.
• Leadership & Team Development skills
• Critical Thinking skills
• Process Improvement skills
• Strong Research Skills
• Strong Communication skills
• Active Listening skills
• Attention to Detail
• Operational Management skills
• Problem Solving skills
• Collaboration & Relationship Building skills
• Project Coordination skills
• Time Management & Organization skills
• Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
• Ensures Accountability: Takes ownership, follows through on commitments, and holds self and others responsible for results.
• Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
• Manages Complexity: Analyzes situations, gathers data, and evaluates options to solve complex problems effectively.
• Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.

Responsibilities

• Lead, coach, and develop the Wealth Management Operations team by setting goals, providing feedback, supporting professional development, and ensuring consistent operational excellence.
• Assist in developing, implementing, and enhancing policies, procedures, systems, and workflows that improve efficiency, strengthen controls, and support business growth.
• Partner with Wealth Management Administration, Investment Management, Tax, Retirement Services, vendors, and other internal teams to resolve operational issues and support exceptional client service.
• Support operational systems, technology initiatives, and vendor relationships while assisting with major projects and continuous process improvements.
• Coordinate operational training, develop standard procedures, and ensure team members have the knowledge and resources needed to succeed.
• Assist with departmental reporting, operational oversight, regulatory support, and transaction reviews while maintaining compliance with internal policies and industry requirements.

Benefits

• Generous vacation, personal, sick, family sick, and community service leave.
• 401(k) with pre-tax and ROTH contribution options and a safe harbor match.
• Employee Stock Ownership Plan (ESOP).
• Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
• Employer-paid life and disability insurance.
• Additional voluntary coverages.
• Access to education and development programs.
• Ongoing support for personal and professional growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level