Director of Operations

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Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Blue spring partners can benefit from Arden Trust’s expertise in trust services.

Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.

The Director of Operations is responsible for leading and overseeing the company's trust administration operations, ensuring efficient, compliant, and client-focused service delivery. This role is accountable for optimizing operational processes, driving continuous improvement initiatives, managing operational risk, and supporting strategic business objectives. The Director will foster a collaborative and high-performing culture that promotes accountability, professional development, and exceptional client service.

The Director of Operations serves as a key leader in ensuring the effective administration of trusts, estates, and fiduciary accounts while maintaining adherence to applicable regulations, company policies, and fiduciary standards.

Operational Leadership

• Lead and oversee the day-to-day operations of the trust administration function.
• Develop, implement, and continuously improve operational policies, procedures, and workflows to enhance efficiency, accuracy, and service quality.
• Monitor operational performance metrics and identify opportunities for process improvements and scalability.
• Ensure timely and accurate administration of trust, fiduciary, and estate accounts.
• Drive operational excellence through workflow optimization, automation, and technology solutions.
• Manage operational projects and strategic initiatives from planning through implementation.

Risk Management and Compliance

• Partner with Trust Officers, Legal, Compliance, and Executive Leadership to ensure adherence to fiduciary standards, regulatory requirements, and internal controls.
• Establish and maintain effective operational controls to mitigate risk and enhance compliance.
• Oversee operational audits, examinations, and reviews while ensuring timely remediation of findings.
• Stay informed of industry trends, regulatory developments, and best practices affecting trust administration operations.

Team Leadership and Talent Development

• Recruit, develop, and retain a high-performing operations team.
• Provide leadership, coaching, and professional development opportunities to operations staff and managers.
• Establish performance expectations and accountability measures aligned with company objectives.
• Promote a culture of collaboration, client service excellence, continuous improvement, and operational discipline.
• Serve as the primary escalation point for complex operational issues and process-related challenges.

Strategic Partnership

• Collaborate with senior leadership to develop and execute operational strategies that support organizational growth and client service objectives.
• Build strong relationships with internal stakeholders, external vendors, custodians, financial institutions, legal partners, and other service providers.
• Provide operational expertise and recommendations to improve service delivery, client experience, and organizational effectiveness.
• Support business continuity planning and operational resilience initiatives.

Supervisory…