Description
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.
Who are you?
You're a strategic thinker who enjoys improving processes, leading teams, and ensuring operational excellence. At C&N, we're 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.
You will be responsible for:
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 - You will need a bachelor's degree AND one 4-6 years of related experience and/or training OR an equivalent combination of education and experience.
Skills - You should possess well-developed abilities and a proven track record in the following areas:
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 - The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:
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.
Comprehensive Benefits for Your Success:
At C&N, we offer more than just a competitive salary - our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:
Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
Retirement 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.
With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
