Head of Operations, Wealth & Trust

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At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Head of Operations, Wealth & Trust leads operational excellence, process transformation, and day-to-day operational execution for the Wealth Division. This role directly manages operational teams delivering client support and transaction processing while driving comprehensive transformation through process redesign, automation, technology enhancement, and operational excellence methodologies. This position requires both visionary thinking and practical execution skills to identify operational gaps, design innovative solutions, and foster cross-functional collaboration to enhance the organization's operational maturity. The ideal candidate combines deep operational expertise with continuous improvement capabilities, thriving in ambiguity while delivering measurable outcomes through influence and direct leadership. You will balance operational discipline with innovation, ensuring exceptional client experiences while maintaining appropriate controls. This role serves as a key member of the Wealth Division Leadership Team. About This Role: Operations Leadership and Team Management 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 Oversee money movement processes, client onboarding workflows, and account maintenance procedures Partner closely with Wealth Risk and Compliance to implement operational controls, ensure timely remediation of audit findings, and embed compliance requirements into process design and operational workflows Manage operating budget, people, process design and technology to optimize results Operational Excellence & Process Transformation Establish and lead the operational excellence framework and methodology across wealth operations Develop and implement a comprehensive operational excellence roadmap aligned with strategic business objectives Conduct value stream mapping to identify and eliminate non-value-adding activities Design and implement streamlined workflows that enhance client experience while maintaining risk controls Create standardized work processes and visual management systems to sustain improvements Develop metrics and KPIs to measure process effectiveness and track transformation progress Evaluate and integrate enabling technologies (e.g., RPA, workflow tools, AI) in collaboration with IT and automation partners Change Management & Implementation Lead cross-functional change initiatives using established methodologies Develop comprehensive communication plans to foster adoption of new processes Facilitate training sessions and create enablement resources for affected teams Lead transformational change initiatives that impact the entire Wealth division Strategic Innovation & Organizational Development Research industry best practices and emerging trends in wealth operations Propose new ways of working that leverage technology and automation Pilot innovative approaches to solving persistent operational challenges Develop business cases for strategic investments in operational infrastructure Assess team structures and workflows to recommend organizational improvements Identify skill gaps and develop plans to address capability needs Partner with leadership to define roles and responsibilities within evolving operational models Support leaders in transition management during structural changes Translate division strategy into operational plans and execution Balance short-term operational needs with long-term strategic goals Talent and Culture Development Build and lead the wealth division operations teams, including at least four direct reports and 1-3 dotted line direct reports and a total of 15-20 team members. Build and develop high-performing teams through effective hiring, coaching and performance management Foster a culture of collaboration, accountability, continuous improvement, innovation and continuous learning Lead, align, and enable teams to deliver a continuous improvement mindset within a complex and dynamic environment Facilitate cross-functional collaboration and knowledge sharing to break down silos Strategic Leadership Serve as strategic advisor to division management on operational matters Participate actively in business meetings and planning sessions Build trusted relationships with risk, c

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