Sr Director, Wealth Strategy & Operations

We do the right things right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role we invite you to apply.

Essential Functions/Responsibilities

• Serve as a key operational and strategic leader across the wealth business helping align people process technology risk and financial priorities.
• Evaluate recommend and help implement wealth technology platforms tools and integrations.
• Identify opportunities to streamline processes reduce manual work improve data quality and strengthen operations across the Wealth line of business.
• Supports strategic planning budgeting forecasting capacity planning and business case development for wealth initiatives.
• Monitor industry trends competitor practices regulatory developments client expectations and emerging technologies impacting wealth.
• Drive change management efforts related to new technology process changes organizational initiatives and business transformation.
• Prepare executive-level presentations recommendations and status updates for senior management as needed.
• Lead coach and influence teams directly or indirectly fostering accountability collaboration and continuous improvements.
• Represent wealth management in enterprise initiatives that affect systems data digital capabilities client experience risk management or operating processes.

Minimum Knowledge Skills and Abilities Needed to Perform Essential Functions of the Job

• Bachelors 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.
• Strong knowledge of wealth technology platforms and ecosystem components including CRM portfolio management performance reporting trading financial planning and client-facing tools.
• Proven ability to lead complex cross-functional initiatives from strategy through execution.
• Strong communication and relationship-building skills with the ability to influence senior leaders peers business partners and vendors.
• High level of professionalism discretion judgement and integrity.
• Proficiency with Microsoft Office applications including PowerPoint Excel and Word.

Preferred Knowledge and Skills

• Masters degree in Business Administration Finance Technology or a related field.
• Experience supporting or leading a wealth management technology transformation platform conversion system integration or digital modernization initative.
• Experience leading teams managing through influence and driving changes across organization.

Level of Complexity and Scope

• Responsible for helping shape and execute the divisions strategic priorities operating model technology roadmap and performance management framework.
• Influences decisions that may affect revenue growth operating efficiency client satisfaction and long-term scalability.
• Serves as primary liaison between Wealth Management and enterprise partners on major initiatives.
• Operates in a highly complex regulated financial environment with multiple stakeholders systems products and service models.
• Regularly manages ambiguity competing priorities interdependencies and time-sensitive initiatives.

Degree of Independence and Decision-Making

• Uses data business judgement risk considerations and stakeholder input to evaluate options and recommend actions.
• Exercises independent judgement on complex business and operational issues while ensuring alignment with enterprise and strategic objectives.

Required Supervisory Responsibilities

• Manages a team which may include business management operations platform support project management process improvement reporting or technology enablement resources.
• Provides leadership coaching direction and performance management to direct reports.
• Sets team priorities goals and performance expectations in alignment with Wealth Management strategy and business objectives.
• Conducts regular 1:1 meetings team meetings and development discussions.
• Fosters a culture of accountability collaboration continuous improvement client focus and strong risk management.

Physical Requirements

• Work is primarily performed in a professional office environment or hybrid work setting.
• Requires the ability to communicate clearly in person by phone and through virtual meeting platforms.
• May require occasional travel to corporate offices regional locations client events vendor meetings conferences or business partner sites.
• Must be able to manage multiple priorities in a fast-paced environment including meetings deadlines presentations and deliverables.

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act Anti-Money Laundering OFAC and Suspicious Activity reporting requirements as well as all other lending and deposit compliance requirements.

Development and Training

Pay Range:

$220000/year to $250000/year

Benefits

We have relevant thoughtful benefits and programs that support every aspect of our associates holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op Intern or Student positions.

It is our policy to not discriminate against any individual in violation of federal state and local laws as it relates to age race color religion national origin sex marital status pregnancy gender identity disability sexual orientation genetic information veteran/military service or any other characteristic protected by law.

We are an E-Verify Employer.