Director of Operations

What You’ll Do

• Operational Leadership
  • Lead and oversee the day-to-day operations of the trust administration function.
  • Develop, implement, and continuously improve operational policies, procedures, and workflows to enhance efficiency, accuracy, and service quality.
  • Monitor operational performance metrics and identify opportunities for process improvements and scalability.
  • Ensure timely and accurate administration of trust, fiduciary, and estate accounts.
  • Drive operational excellence through workflow optimization, automation, and technology solutions.
  • Manage operational projects and strategic initiatives from planning through implementation.
• Risk Management and Compliance
  • Partner with Trust Officers, Legal, Compliance, and Executive Leadership to ensure adherence to fiduciary standards, regulatory requirements, and internal controls.
  • Establish and maintain effective operational controls to mitigate risk and enhance compliance.
  • Oversee operational audits, examinations, and reviews while ensuring timely remediation of findings.
  • Stay informed of industry trends, regulatory developments, and best practices affecting trust administration operations.
• Team Leadership and Talent Development
  • Recruit, develop, and retain a high-performing operations team.
  • Provide leadership, coaching, and professional development opportunities to operations staff and managers.
  • Establish performance expectations and accountability measures aligned with company objectives.
  • Promote a culture of collaboration, client service excellence, continuous improvement, and operational discipline.
  • Serve as the primary escalation point for complex operational issues and process-related challenges.
• Strategic Partnership
  • Collaborate with senior leadership to develop and execute operational strategies that support organizational growth and client service objectives.
  • Build strong relationships with internal stakeholders, external vendors, custodians, financial institutions, legal partners, and other service providers.
  • Provide operational expertise and recommendations to improve service delivery, client experience, and organizational effectiveness.
  • Support business continuity planning and operational resilience initiatives.

What You Bring

• Bachelor's degree in Business Administration, Finance, Accounting, Management, or a related field required.
• Minimum of 7-10 years of progressive operations leadership experience, preferably within trust administration, fiduciary services, wealth management, banking, or financial services.
• Demonstrated experience leading teams, managing operational risk, and implementing process improvements.
• Experience with trust accounting systems, workflow management platforms, and fiduciary operations preferred.