Wealth Management Operations Manager

Who are we?

For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily. From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including “Giving Back, Giving Together,” to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need. At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.

About the role

We are seeking a Wealth Management Operations Manager to oversee the day-to-day operations of our Wealth Management division while supporting the delivery of exceptional service to clients and internal partners. In this role, you’ll lead and develop a team, drive operational efficiencies, support key initiatives, and collaborate across departments to ensure Wealth Management operations run smoothly and effectively. If you enjoy balancing leadership, process improvement, and operational oversight, this is an opportunity to make a meaningful impact on a growing Wealth Management team.

Responsibilities

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

Requirements

• Education & Experience: A bachelor's degree AND one 4-6 years of related experience and/or training OR an equivalent combination of education and experience.
• Skills: Well-developed abilities and a proven track record in Leadership & Team Development, Critical Thinking, Process Improvement, Strong Research Skills, Strong Communication, Active Listening, Attention to Detail, Operational Management, Problem Solving, Collaboration & Relationship Building, Project Coordination, Time Management & Organization.

Key Competencies

• 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.

Why C&N?

At C&N, we’re more than just a team – we’re a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities. Achieve & Grow: Your success is our success. At C&N, you’ll grow alongside our customers as we work together to achieve meaningful goals. Learn & Develop: Collaboration is at the heart of what we do. You’ll learn from and with your teammates, fostering both personal and professional growth. Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities. Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities. We’re proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.

Benefits

• Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
• Retail Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
• Health & Wellness: 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 to meet your unique needs.
• Career Development: Access to education and development programs and ongoing support for personal and professional growth.