Senior Director, Business Enablement, Trust Co.
Core
Driving operational excellence and enabling strategic priorities for a trust, estate, and wealth administration company serving high-net-worth individuals and families.
Role type
Senior Director, Business Enablement (Operations & Strategy)
Builds
Integrated solutions for wealth preservation, growth, and transfer across generations; operational resilience and service delivery for trust and estate accounts.
Domain
Financial Services / Trust & Estate Administration / Wealth Management
Required skills
Operational risk management, strategic initiative execution, employee experience leadership, vendor relationship management, change management, fiduciary stewardship, business continuity planning, service level monitoring, cross-functional collaboration, data-driven decision making.
Preferred skills
TEP certification, CFA, MBA, CA, or LLB.
Technologies
Encircle services, Risk Management Framework, BCP tools.
Responsibilities
Lead business operations, Will Bank operations, and employee experience initiatives; oversee operational risk, control management, and business continuity; manage strategic third-party partnerships and vendor relationships; act as product owner for Encircle services; provide subject matter expertise in trust administration and compliance; lead change management programs for operations and estate administration; manage multiple programs and projects simultaneously; serve as a trusted advisor to senior leaders.
Seniority
Senior Director, strategic leadership & operational oversight.