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Wealth Ops Leader: Reporting & Automation

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Citizens Bank
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Ops Leader: Performance Reporting & Automation
A leading financial institution in North Carolina is seeking a Wealth Operations Group Manager to oversee operational processes within Wealth Management. You will lead and develop teams, ensure exceptional client service, and drive process improvements. The ideal candidate will have over 8 years of experience in wealth management operations, strong leadership abilities, and proficiency with wealth management systems. This position offers a competitive salary and a range of employee benefits, including flexible work arrangements.
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