Barista preparing and serving beverages and food at a specialty coffee shop. Delivering exceptional customer service and maintaining high standards of product knowledge.
About the role
- Head of Operations for FNBO's Wealth Division, overseeing operational excellence and transformation. Managing cross-functional teams to deliver exceptional client experiences and regulatory compliance.
Responsibilities
- Manage direct reports overseeing Trust Operations, Investment Operations, Wealth Operations and other operational support functions
- Drive operational transformation through process redesign, automation, role clarification, technology enhancement and clear accountabilities
- Lead efforts to modernize operations using digital tools, best-in-class platforms, and workflow optimization
- Manage operational metrics including billing accuracy, trade processing timelines, client service delivery, and vendor performance
- Ensure operational processes appropriately support regulatory requirements and business objectives
- Develop and implement a comprehensive operational excellence roadmap aligned with strategic business objectives
- Lead cross-functional change initiatives using established methodologies
- Serve as strategic advisor to division management on operational matters
Requirements
- Bachelor's degree in Business, Finance, Operations Management or related field required
- Master's degree in Business Administration, Finance, or related field preferred
- Professional certifications (e.g., PMP, Lean Six Sigma, CAIA, CFP) preferred
- 10+ years of experience in operational excellence, process improvement, wealth management operations, or related areas; experience in wealth operations preferred
- Strong understanding of RIA, SEC, OCC and/or trust regulations
- Regulatory fluency - Direct experience with SEC and OCC operations
- Ability to build credibility with business leaders
Benefits
- Medical, Dental, Vision Insurance
- 401k, With Matching Contributions
- Time Off Programs
- Health Savings Account (HSA)/Dependent Care
- Employee Banking
- Growth Opportunities
- Tuition Assistance
- Short-Term/Long-Term Disability Insurance
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