Trust Operations Leader — Fiduciary & Compliance Excellence

Fnbo---First-National-Bank-of-Omaha-1; Omaha (NE); On-site; USD 83,000 - 142,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Time Off Programs

Health Savings Account (HSA)

Tuition Assistance

Job summary

FNBO seeks a Senior Manager, Trust Operations to oversee all fiduciary services and trust administration activities. You will lead a team, ensure compliance with OCC regulations, and drive process improvements to deliver exceptional client service in a highly regulated environment.

Responsibilities include policy development, KPI tracking, and coordinating with Compliance and Legal teams to manage regulatory examinations and audits.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent work experience.
• 7–10 years of experience in trust operations, fiduciary services, or related field; 3–5 years in people management.
• Strong knowledge of OCC trust regulations and state fiduciary laws; experience with regulatory examinations and audits.

Responsibilities

• Oversee day-to-day trust and wealth operations including account administration, asset management, onboarding and fiduciary reporting.
• Develop and implement operational policies, procedures, and workflows for efficient trust administration; monitor service delivery and KPIs.
• Lead team coaching, performance reviews, workload planning, and continuous improvement initiatives.

Skills

Fiduciary principles

Trust operations

Leadership

Regulatory knowledge

Analytical skills

Project management

Communication

Education

Bachelor's degree in Business, Finance, Accounting, or related field

Certified Trust Operations Professional (CTOP) or similar certification

Tools

FIS

Fidelity

Job description

FNBO seeks a Senior Manager, Trust Operations to oversee all fiduciary services and trust administration activities. You will lead a team, ensure compliance with OCC regulations, and drive process improvements to deliver exceptional client service in a highly regulated environment.

Responsibilities include policy development, KPI tracking, and coordinating with Compliance and Legal teams to manage regulatory examinations and audits.