Sr Director, Wealth Strategy & Operations

First Financial Bank • Cincinnati, OH • 7h ago

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.

The Senior Director, Wealth Enablement & Operations is a senior leadership role within the Wealth Management division, reporting directly to the Head of Wealth Management. This role is responsible for driving strategic execution, operational effectiveness, technology enablement, and scalable growth across the wealth business. This role will function to translate business strategy into actionable operating plan, improving processes, strengthening governance, and partnering across business lines, technology risk, compliance, finance, and operations.

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

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, 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

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