Senior Level Wealth Manager Jobs
Senior level wealth manager jobs place experienced professionals in charge of high-value client relationships, portfolio strategy, and the junior advisors and analysts who support them. Hiring is concentrated in Banking & Financial Services, Fintech, and Accounting & Auditing, with 43% of openings offering remote or hybrid arrangements, and employers like PwC, JPMorganChase, and Atlantic Union Bank hiring at this level now.
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Showing 5 of 7+ Senior Level Wealth Manager jobs
About us
Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!
Overview
The Wealth Management Services and Operations Manager is responsible for managing the operational and client service functions within the Wealth Management division. This position oversees daily workflows, enforces regulatory compliance, and directs service execution for high-net-worth clients. The role ensures operational accuracy across portfolio management, financial modeling, trading, reporting, trust systems, cash movements, and vendor relationships. It also manages the interface between front-office advisors and back-office operations to ensure consistent execution and adherence to internal standards. The position includes responsibility for both daily operations and strategic initiatives that impact service delivery and operational efficiency.
- Lead the Services and Support team, providing day-to-day oversight, coaching, performance feedback, and professional development to maintain service standards and team engagement.
- Oversee daily operational activities including client onboarding, account setup, transfers, account maintenance, correspondence, inflows/outflows, overdraft resolution, and daily reconciliation.
- Direct operational execution of fund release requests and related transactions in Trust and Wealth Administration in partnership with Trust Officers and Wealth Advisors.
- Oversee cross-functional operational processes involving advisors, portfolio managers, compliance, and finance teams to ensure procedural accuracy and regulatory adherence.
- Manage onboarding, maintenance, and closure of trust and investment accounts in accordance with regulatory and internal standards.
- Oversee preparation and execution of loan documentation across consumer, commercial, and real estate transactions, including due diligence, title review, and coordination with legal and title partners.
- Supervise processing of incoming funds, remote deposits, and ACH payment setups, ensuring timely reconciliation and reporting.
- Monitor daily cash balances, resolve overdrafts, and ensure proper tax coding and reporting.
- Administer agency accounts and ensure compliance with applicable regulatory requirements.
- Oversee KYC profile reviews and ensure timely completion of renewals and due diligence activities.
- Manage vendor and technology relationships to resolve operational issues and maintain service continuity.
- Provide subject matter expertise on wealth management systems, reporting tools, and platform training for internal stakeholders.
- Analyze business performance, compliance, and operational reports to identify trends and recommend improvements.
- Lead department-level initiatives, including strategic projects such as the U.S. Wealth Project.
- Maintain audit readiness and prepare responses for internal and external audits.
- Promote adherence to organizational values and ensure team accountability, recognition, and cross-training.
- Monitor staffing needs, manage overtime in compliance with FLSA standards, and allocate duties to maintain workflow continuity.
- Maintain compliance with internal policies and applicable regulatory requirements (e.g., OCC).
- Develop, implement, and improve operational policies, procedures, and quality assurance measures.
- Participate in strategic planning and communicate regularly with leadership to align departmental goals and priorities.
- Remain current on platform changes, policy updates, and best practices through leadership forums and internal communications.
- Execute additional assignments and projects as directed by management.
Qualifications
- 10+ years of trust administration, financial services or accounting experience.
- 2-4 years of experience in a managerial role.
- Strong understanding of the wealth management industry, investment products, financial regulations, and custodial platforms such as FIS/Reliance and Charles Schwab.
- Working knowledge of trust accounting platforms including FIS, Advantage, Pershing, or SunGard.
- Familiarity with consumer protection and compliance regulations applicable to financial services.
- Knowledge of collateral control and loan servicing requirements.
- Experience with financial systems and documentation platforms such as Fiserv, Laser Pro, and Lawyer Pro.
- Experience developing and implementing operational policies and procedures.
- Familiarity with Envestnet TAMP.
- Proficiency in CRM systems and Microsoft Office Suite.
- Effective written and verbal communication skills.
- Strong organizational and documentation skills.
- Attention to detail and accuracy in operational execution.
- Ability to contribute to strategic planning and departmental goal alignment.
- Ability to manage competing priorities in a regulated, deadline-driven environment.
- Ability to operate in a team-based environment with a focus on service consistency.
- Ability to handle confidential information and sensitive data with discretion.
Education
Bachelor's Degree in Business, Finance or related, required. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Certifications
Certified Financial Planner (CFP), preferred.
Certified Fiduciary & Investment Risk Specialist (CFIRS), or similar designation, preferred.
Certified AML & Fraud Professional (CAFP), Certified Regulatory Compliance Manager (CRCM), or Certified Trust & Financial Advisor (CFTA), or similar designations, a plus.
Completion of Florida Trust School, a plus.
Benefits & Perks
We offer a competitive benefits package designed to support your success:
- Health Coverage: Medical, dental, and vision plans with employer contributions.
- Retirement Savings: 401(k) with matching.
- Paid Time Off & Holidays: Generous PTO and paid holidays.
- Wellness Support: Access to mental health and financial wellness resources.
Join City National Bank of Florida. The possibilities are endless.
Special Information To Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information. Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.
About us
Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!
Overview
The Wealth Management Services and Operations Manager is responsible for managing the operational and client service functions within the Wealth Management division. This position oversees daily workflows, enforces regulatory compliance, and directs service execution for high-net-worth clients. The role ensures operational accuracy across portfolio management, financial modeling, trading, reporting, trust systems, cash movements, and vendor relationships. It also manages the interface between front-office advisors and back-office operations to ensure consistent execution and adherence to internal standards. The position includes responsibility for both daily operations and strategic initiatives that impact service delivery and operational efficiency.
- Lead the Services and Support team, providing day-to-day oversight, coaching, performance feedback, and professional development to maintain service standards and team engagement.
- Oversee daily operational activities including client onboarding, account setup, transfers, account maintenance, correspondence, inflows/outflows, overdraft resolution, and daily reconciliation.
- Direct operational execution of fund release requests and related transactions in Trust and Wealth Administration in partnership with Trust Officers and Wealth Advisors.
- Oversee cross-functional operational processes involving advisors, portfolio managers, compliance, and finance teams to ensure procedural accuracy and regulatory adherence.
- Manage onboarding, maintenance, and closure of trust and investment accounts in accordance with regulatory and internal standards.
- Oversee preparation and execution of loan documentation across consumer, commercial, and real estate transactions, including due diligence, title review, and coordination with legal and title partners.
- Supervise processing of incoming funds, remote deposits, and ACH payment setups, ensuring timely reconciliation and reporting.
- Monitor daily cash balances, resolve overdrafts, and ensure proper tax coding and reporting.
- Administer agency accounts and ensure compliance with applicable regulatory requirements.
- Oversee KYC profile reviews and ensure timely completion of renewals and due diligence activities.
- Manage vendor and technology relationships to resolve operational issues and maintain service continuity.
- Provide subject matter expertise on wealth management systems, reporting tools, and platform training for internal stakeholders.
- Analyze business performance, compliance, and operational reports to identify trends and recommend improvements.
- Lead department-level initiatives, including strategic projects such as the U.S. Wealth Project.
- Maintain audit readiness and prepare responses for internal and external audits.
- Promote adherence to organizational values and ensure team accountability, recognition, and cross-training.
- Monitor staffing needs, manage overtime in compliance with FLSA standards, and allocate duties to maintain workflow continuity.
- Maintain compliance with internal policies and applicable regulatory requirements (e.g., OCC).
- Develop, implement, and improve operational policies, procedures, and quality assurance measures.
- Participate in strategic planning and communicate regularly with leadership to align departmental goals and priorities.
- Remain current on platform changes, policy updates, and best practices through leadership forums and internal communications.
- Execute additional assignments and projects as directed by management.
Qualifications
- 10+ years of trust administration, financial services or accounting experience.
- 2-4 years of experience in a managerial role.
- Strong understanding of the wealth management industry, investment products, financial regulations, and custodial platforms such as FIS/Reliance and Charles Schwab.
- Working knowledge of trust accounting platforms including FIS, Advantage, Pershing, or SunGard.
- Familiarity with consumer protection and compliance regulations applicable to financial services.
- Knowledge of collateral control and loan servicing requirements.
- Experience with financial systems and documentation platforms such as Fiserv, Laser Pro, and Lawyer Pro.
- Experience developing and implementing operational policies and procedures.
- Familiarity with Envestnet TAMP.
- Proficiency in CRM systems and Microsoft Office Suite.
- Effective written and verbal communication skills.
- Strong organizational and documentation skills.
- Attention to detail and accuracy in operational execution.
- Ability to contribute to strategic planning and departmental goal alignment.
- Ability to manage competing priorities in a regulated, deadline-driven environment.
- Ability to operate in a team-based environment with a focus on service consistency.
- Ability to handle confidential information and sensitive data with discretion.
Education
Bachelor's Degree in Business, Finance or related, required. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Certifications
Certified Financial Planner (CFP), preferred.
Certified Fiduciary & Investment Risk Specialist (CFIRS), or similar designation, preferred.
Certified AML & Fraud Professional (CAFP), Certified Regulatory Compliance Manager (CRCM), or Certified Trust & Financial Advisor (CFTA), or similar designations, a plus.
Completion of Florida Trust School, a plus.
Benefits & Perks
We offer a competitive benefits package designed to support your success:
- Health Coverage: Medical, dental, and vision plans with employer contributions.
- Retirement Savings: 401(k) with matching.
- Paid Time Off & Holidays: Generous PTO and paid holidays.
- Wellness Support: Access to mental health and financial wellness resources.
Join City National Bank of Florida. The possibilities are endless.
Special Information To Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information. Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.
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Find JobsSenior Level Wealth Manager Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Accounting & Auditing
- Investment & Asset Management
Senior Level Wealth Manager Jobs: Frequently Asked Questions
How do I get a senior level wealth manager job?
Employers at this level look for a demonstrated book of business, deep expertise in financial planning or investment management, and the ability to mentor junior staff. Holding credentials like CFP, CFA, or CIMA strengthens your candidacy significantly. What gives candidates an edge is showing measurable client retention, revenue growth, and leadership in developing team processes, not just technical competence.
Which companies hire senior level wealth managers?
Companies hiring senior level wealth managers right now include PwC, JPMorganChase, and Atlantic Union Bank, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to concentrate in private banks, independent registered investment advisors, wirehouses, and regional wealth management firms that are expanding their high-net-worth and ultra-high-net-worth client practices.
Are there remote senior level wealth manager jobs?
Yes, though availability varies by employer and client base requirements. About 43% of senior level wealth manager openings are remote or hybrid as of November 2026, with fully remote roles more common at firms serving clients nationally through digital advisory platforms, while client-facing positions at traditional wealth management practices typically expect some in-person presence.
What makes a wealth manager role senior level?
Senior level wealth manager roles are defined by ownership of a substantial client portfolio, accountability for revenue and retention outcomes, and responsibility for guiding the work of junior advisors or analysts. These positions require independent judgment on complex financial planning scenarios, cross-functional collaboration with tax and legal specialists, and often direct input into team strategy, service model design, or practice development.
Which industries hire the most senior level wealth managers?
Senior Level wealth manager roles concentrate in Banking & Financial Services, Fintech, and Accounting & Auditing, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they serve clients with complex, multi-asset wealth needs, require seasoned professionals who can manage sophisticated planning conversations, and often operate at the scale where senior-level oversight of advisory teams is essential.