Director of Operations

Herring Bank; Amarillo (TX); On-site; USD 130,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

401(k)

401(k) matching

Dental insurance

Job summary

Herring Bank is seeking a Director of Operations to lead the operational functions of our Wealth Management department, including Personal and Corporate Trust divisions. This role focuses on efficient day-to-day operations, regulatory compliance, and delivering an exceptional client experience while supporting strategic growth.

The ideal candidate is a strategic leader with a strong banking/financial services background, capable of improving processes, building teams, and partnering across

Qualifications

• Bachelor’s degree in business, finance, accounting, management or related field.
• 7+ years in banking, wealth management, or financial services.
• 3+ years of leadership/management experience.
• Working knowledge of trading, custodial platforms and trust/accounting systems.

Responsibilities

• Lead the daily operations of the Wealth Management department.
• Develop operations staff and foster accountability and continuous improvement.
• Oversee workflows, onboarding high-net-worth clients, securities and investments.
• Ensure compliance with bank policies, regulatory requirements and controls.
• Partner with Trust Officers, Wealth Advisors, Compliance, Finance, IT, and Retail Banking.
• Lead operational initiatives, technology implementations and process improvements.
• Manage operational risk, vendor relationships and reporting.
• Support strategic planning and scalable growth of Wealth Management.

Skills

Leadership

Operations management

Process improvement

Regulatory compliance

Project management

Vendor management

Team development

Communication

Education

Bachelor’s degree in business, Finance, Accounting, Management, or a related field

Tools

Trust accounting systems

Portfolio accounting systems

Trading platforms

Job description

Benefits:

• Health insurance
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance

Director of Operations

Location: Amarillo, TX (or applicable location)

Department: Wealth Management

Status: Full-Time | Exempt

Position Summary

Herring Bank is seeking an experienced Director of Operations to lead the operational functions of our Wealth Management department, including both Personal and Corporate Trust divisions. This role is responsible for ensuring efficient day-to-day operations, maintaining regulatory compliance, enhancing the client experience, and supporting the strategic growth of the department. The ideal candidate is a strategic leader with a strong operational background in banking or financial services who thrives on improving processes, developing teams, and partnering across departments to deliver exceptional service.

What You'll Do

• Lead the daily operations of the Wealth Management department.
• Develop operations staff while fostering a culture of accountability and continuous improvement.
• Oversee operational workflows, onboarding of high-net-worth clients, securities and investment transactions, departmental operations procedures.
• Ensure compliance with bank policies, regulatory requirements, and internal controls.
• Partner with Trust Officers, Wealth Advisors, Compliance, Finance, IT, and Retail Banking to support business objectives.
• Lead operational initiatives, technology implementations, and process improvement projects.
• Manage operational risk, vendor relationships, and departmental reporting.
• Support strategic planning and scalable growth of the Wealth Management division.

What We're Looking For

• Bachelor’s degree in business, Finance, Accounting, Management, or a related field required.
• Seven or more years of banking, wealth management, or financial services experience.
• Three or more years of leadership or management experience.
• Working knowledge of trading and custodial platforms, trust accounting systems, portfolio accounting systems, and asset transfers,
• Strong operational, project management, and process improvement skills.
• Working knowledge of trust, wealth management, or securities operations is required.
• Excellent communication, organizational, and problem-solving abilities.

Why Herring Bank?

Herring Bank is committed to building lasting relationships with our clients and our employees. We offer the opportunity to work alongside experienced professionals in a collaborative environment where your leadership will directly contribute to the growth and success of our Wealth Management division. If you're passionate about operational excellence, continuous improvement, and delivering an exceptional client experience, we'd love to hear from you.