440 Manager Operations Jobs in New York, NY
City National Bank is Hiring a Manager Operations Near New York, NY
For over 35 years, City National Rochdale has specialized exclusively in providing intelligently personalized portfolio management for high-net-worth individuals, families, and institutions with $1m or more in investable assets.
- Manage and lead a team of analysts across all aspects of operations. This includes employee morale, HR issues, colleague development, planning, time management, and training. Escalate critical issue to management as needed.
- Oversee daily operations process. Assist operations team with any questions or problems that arise. Coordinate with Pershing on any outstanding issues. Work with Portfolio Management teams and Financial Advisors to solve any problems or complex issues that might arise.
- Oversee and develop the middle office team. Manage and lead the associates and foster the relationship between these associates and the portfolio manager teams.
- Review and approve all asset movement requests. Ensure all procedures have been followed and proper paperwork received, signatures, and client verifications. Verify all information has been input correctly in the system and approve so Pershing can process.
- Oversees the RMD process for the Pershing clients. Tracks all clients and makes sure any account that is required to take a distribution satisfies the requirement.
- Identify and establish new process/procedures to improve current operations and streamline activities.
- Build and strengthen relationships with vendors, custodians and internal/external partners.
- Contribute to ad hoc projects as they relate to both the operational aspect of client accounts and department-wide process improvement.
- Oversee proxy voting, corporate actions, margin details, source of funds reporting, IRS B Notices, and Private Investments.
Must-Have*
- Bachelor's Degree or equivalent
- 5-7 years experience in financial services
- 2-3 years experience in management capacity
- 2 years experience using Microsoft Office applications
Skills and Knowledge
- Experience working in an operations or Client Services department for investment management firm.
- Excellent verbal/written communication skills in order to interact with all levels of firm’s colleagues and clients required. Demonstrated use of effective sales and communication skills.
- Excellent interpersonal skills to interact effectively with all levels of business.
- Ability to multi-task and perform with a high degree of accuracy in a fast-paced, dynamic environment with heavy workloads and high call volumes.
- Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to CN Rochdale Managers.
- Series licenses 7, 24 preferred
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'
#CA-DN1
Job Summary
Full Time
Banking
$134k-167k (estimate)
01/21/2024
01/18/2025
cnb.com
LOS ANGELES, CA
3,000 - 7,500
1968
KELLY COFFEY
$1B - $3B
Banking
Related Companies
About City National Bank
With $70.3 billion in assets, City National Bank provides banking, investment and trust services through locations in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis, Washington, D.C. and Miami*. In addition, the company and its investment affiliates manage or administer $81.3 billion in client investment assets. City National is a subsidiary of Royal Bank of Canada (RBC), one of North Americas leading diversified financial services companies. RBC serves more than 17 million personal, business, public sector and institutional clients thro...ugh offices in Canada, the United States and 34 other countries. For more information about City National, visit the companys website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank. Copyright 2021 City National Bank, CNB Member FDIC | All Rights Reserved Equal Housing Lender | NMLSR ID# 536994
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The job skills required for Manager Operations include Planning, Written Communication, Microsoft Office, Time Management, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be a Manager Operations. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Manager Operations. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Manager Operations positions, which can be used as a reference in future career path planning. As a Manager Operations, it can be promoted into senior positions as a Senior Operations Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Manager Operations. You can explore the career advancement for a Manager Operations below and select your interested title to get hiring information.
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