Manager, Wealth Administration and Operations Support

A career as an Manager, Administration & Operations in the Wealth Management team at National Bank means acting as a strategic operational partner for one of our largest wealth management offices. This role allows you to have a meaningful impact through your expertise in branch operations, people leadership, regulatory oversight, and business management. Your ability to coordinate multiple priorities, support leaders, and drive operational excellence will contribute directly to the success of our teams and client experience. Based on the intake discussion, the role supports a large Vancouver wealth management office with more than 100 employees and serves as a key partner to regional leadership.

Your role 

• Lead the operational and administrative activities of a large wealth management office to ensure an efficient and compliant environment. 
• Coordinate recruitment, onboarding, workforce planning, and employee management activities in partnership with business leaders. 
• Ensure adherence to regulatory requirements, risk controls, governance standards, and operational procedures. 
• Support leaders in performance management processes, employee development initiatives, and resource planning. 
• Facilitate technology, operational, and organizational change initiatives while promoting effective adoption across teams. 
• Identify opportunities to improve processes, optimize workflows, and enhance the employee and client experience. 

Your team 

The Wealth Management Operations team works in an agile, proactive, and collaborative manner to support business growth, operational excellence, and exceptional client service. 

Within the Wealth Management department, you will be part of a dynamic leadership team supporting one of National Bank's largest wealth management locations in downtown Vancouver. You will collaborate closely with regional leadership and operational partners while supporting a large and diverse employee population. Our team stands out for its collaborative approach, strong business partnership, and commitment to delivering high-quality support to employees and advisors. We aim to offer you maximum flexibility to promote your quality of life.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times. 

Requirements 

• Hold a bachelor's degree in business administration, finance, human resources, or a related field, and several years of experience in operations, administration, or people leadership. 
• Experience managing operational activities within a regulated financial services environment. 
• Knowledge of wealth management operations, branch administration, or investment industry practices. 
• Experience supporting recruitment, employee management, workforce planning, and performance management activities. 
• Ability to lead operational change initiatives, process improvements, and technology implementations. 
• Completion of, or eligibility to obtain, required investment industry registrations and certifications. 

Soft Skills 

• Relationship building 
• Communication 
• Leadership 
• Collaboration 
• Influence 
• Adaptability 
• Initiative 
• Sound judgement 
• Resilience 
• Emotional intelligence 
• Organizational awareness