Director of Operations

About the role

The Director of Operations serves as a strategic business partner, ensuring operational capabilities evolve alongside the firm's growth. Through strong leadership, data-driven decision making, and effective change management, this individual builds efficient, scalable processes that enable exceptional service to clients and support the firm's long-term strategic objectives.

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, Operations Management, or a related field.
• Minimum of ten years of progressive operational leadership experience within a wealth management firm, trust company, bank, or registered investment adviser.
• Demonstrated success leading process improvement initiatives, operational transformation, and cross-functional projects.
• Experience managing complex operational environments with multiple business stakeholders.
• Strategic thinking with the ability to translate organizational goals into operational execution.
• Strong process improvement, workflow analysis, and operational design capabilities.
• Proven ability to influence and collaborate across departments and leadership teams.
• Excellent communication, facilitation, and relationship-building skills.
• Strong analytical, problem-solving, and decision-making abilities.
• Experience leading organizational change and driving adoption of new processes.
• Understanding of investment accounting, custody operations, trust administration, and operational controls within a wealth management environment.
• Advanced proficiency with FIS Trust Desk and Advent APX preferred.
• Ability to balance strategic initiatives with operational execution.
• Strong leadership, coaching, and talent development skills.
• Advanced organizational and project management capabilities.
• Proficiency with Microsoft Office applications, particularly Excel.
• Experience evaluating and implementing operational technology solutions and workflow automation tools.

Operations

Omaha, NE