Wealth Management Operations Leader

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

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