Senior Director, Wealth Enablement & Operations
This senior leadership role within the Wealth Management division reports directly to the Head of Wealth Management and is responsible for driving strategic execution, operational effectiveness, technology enablement, and scalable growth across the wealth business.
Responsibilities
- Serve as a key operational and strategic leader across the wealth business, aligning 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.
- Support strategic planning, budgeting, forecasting, capacity planning, and business case development for wealth initiatives.
- Monitor industry trends, regulatory developments, client expectations, and emerging technologies impacting wealth.
- Drive change management related to new technology, process changes, organizational initiatives, and business transformation.
- Prepare executive‑level presentations, recommendations, and status updates for senior management.
- Lead, coach, and influence teams directly or indirectly, fostering accountability, collaboration, and continuous improvement.
- Represent wealth management in enterprise initiatives that affect systems, data, digital capabilities, client experience, risk management, or operating processes.
Qualifications
- 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.
- Strong knowledge of wealth technology platforms and ecosystem components (CRM, portfolio management, performance reporting, trading, financial planning, 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 (PowerPoint, Excel, Word).
Preferred Qualifications
- Master’s degree in Business Administration, Finance, Technology, or a related field.
- Experience supporting or leading wealth management technology transformation, platform conversion, system integration, or digital modernization initiatives.
- Experience leading teams, managing through influence, and driving changes across an organization.
Physical Requirements
Work is primarily performed in a professional office environment or hybrid setting. The role may require occasional travel to corporate offices, regional locations, client events, vendor meetings, conferences, or business partner sites. Ability to manage multiple priorities in a fast‑paced environment is essential.
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed by First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes Bank Secrecy Act, Anti‑Money Laundering, OFAC, Suspicious Activity reporting requirements, and all other lending and deposit compliance requirements.
Compensation
Pay Range: $220,000/year to $250,000/year
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates’ holistic well‑being. Please review our Benefits Guide.
All roles are incentive eligible with the exception of Co‑Op, Intern, or Student positions.
EEO Statement
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.
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