FFB
Sr Director, Wealth Strategy & Operations
OH - Cincinnati - 5th St · Director
Sponsorship not specifiedDetected 30 days ago
Project ManagementCRMForecastingBudgetingExcelProcess ImprovementPerformance ManagementLeadershipCommunicationCollaborationMentoringPublic SpeakingMicrosoft Office
About the role
- We do them in a way that is relevant to our clients.
- If you are interested and qualified for this role, we invite you to apply.
- The Senior Director, Wealth Enablement & Operations is a senior leadership role within the Wealth Management division, reporting directly to the Head of Wealth Management.
Responsibilities
- May require occasional travel to corporate offices, regional locations, client events, vendor meetings, conferences, or business partner sites.
Requirements
- Must be able to manage multiple priorities in a fast-paced environment, including meetings, deadlines, presentations, and deliverables.
- Requires the ability to communicate clearly in person, by phone, and through virtual meeting platforms.
Nice to have
- Serve as a key operational and strategic leader across the wealth business, helping align people, process, technology, risk and financial priorities.
- Identify opportunities to streamline processes, reduce manual work, improve data quality, and strengthen operations across the Wealth line of business.
- Monitor industry trends, competitor practices, regulatory developments, client expectations, and emerging technologies impacting wealth.
- Prepare executive-level presentations, recommendations, and status updates for senior management as needed.
- Represent wealth management in enterprise initiatives that affect systems, data, digital capabilities, client experience, risk management, or operating processes.
- Bachelor's degree in Business, Finance, Economics, Operations or related field, or equivalent work experience.
- Significant experience in wealth management, financial services, banking, investment advisory, trust, brokerage, or related business operations.
- Demonstrated understanding of wealth management business models, advisor workflows, client service models, investment operations, fiduciary considerations, and revenue drivers.
Compensation
- $220,000/year to $250,000/year
- Incentive Eligibility
- All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
Benefits
- We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
- Please review our Benefits Guide.
Company info
- We are an E-Verify Employer.
This listing is sourced directly from FFB's careers page and normalized into a canonical job model.