- Lead, Manage, and hold Accountable - Wealth Operations associates.
- Provide support to Wealth Markets and Wealth Leadership to ensure positive client experience.
- System owner for all core platforms that support the Wealth business including implementations, monitoring, enhancements, and training.
- Manage Wealth Account Opening, Wealth Fees, and Tax Reporting to ensure accuracy of information.
- Develop, identify, and implement operational efficiencies by continuously reviewing systems and processes. This includes providing training to all associates affected by these improvements.
- Lead and manage the Wealth Operations team by providing strategic direction, guidance, and hands-on support. Hold team accountable for their performance and adherence to operational standards.
- Owns and implements key processes within Wealth that drive client satisfaction as well as efficiencies in Operations:
- New Account Opening
- Asset Transfer
- Tax Reporting
- Servicing Request (copies of statements/notices)
- Continuous implementation of best practices focused on streamlining operational processes, enhancing overall efficiency, and achieving quarterly and annual team goals that align with the strategic direction of the company.
- Implement and monitor KPI service standards to meet or exceed Client Advisor and client expectations.
- Collaborate with cross-functional teams to ensure alignment with organizational goals including client support associates to ensure a high-quality client experience.
- Actively participate in ongoing discussions with markets to proactively identify issues and provide education to staff or address with vendor and systems.
- Oversee approval for all account paperwork and discretionary agreements.
- Maintain current vendor service relationships. When needed source, vet, and onboard new vendors to create operational efficiencies and provide additional investment solutions.
- Partner with the technology team to implement and support new systems.
- Work closely with legal and compliance teams to address any regulatory issues or updates.
- Bachelor's degree in business administration, finance, or related field
- Five or more years of operational experience in a leadership role within a wealth management firm, including trust/fiduciary.
- Demonstrated success in scaling operations in a high growth environment.
- Experience with RIA custodians preferred.
- Experience in Black Diamond preferred.
- Proven history of developing optimized and efficient operational processes leveraging technology in the financial services industry
- Strong leadership skills and experience leading and growing a dynamic team.
- Excellent communication and interpersonal skills.
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Director of Wealth Operations - Birmingham, United States - Oakworth Capital Bank
Description
Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham, AL We are looking for a Director of Wealth Operations that will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic).
Summary:
The Director of Wealth Operations is responsible for leading and overseeing all operational functions and procedures within Oakworth Wealth Management. Works closely with company leadership, wealth leadership, operations teams, and market associates to ensure a coordinated approach in supporting our clients, client support associates and client advisors.
Key Roles/Responsibilities:
Responsibility Details:
Qualifications and Skills:
Oakworth has been named the #1 Best Bank to Work For, for 6 years in a row, by American Banker Magazine. To learn more our story and what makes Oakworth unique, visit
If you are interested in this excellent opportunity, please send your resume to
