Senior Manager, Trust Services & Operations

Sr. Manager, Operations### Sr. Manager, Operations Apply:
Omaha - FN Business Park:
Full time:
Posted Today:
R
- ** At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.
**** Summary of the Job:
** The Senior Manager, Trust Operations is responsible for overseeing all operational aspects of trust and wealth administration and fiduciary services. This role ensures the efficient, compliant, and high-quality delivery of trust and wealth services to clients while managing a team of trust operations professionals. The position requires deep knowledge of fiduciary regulations, trust governance best practices, and operational excellence in a highly regulated environment.
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* About This Role:

**** Trust Operations Program Ownership
*** Oversee day-to-day trust and wealth operations including account administration, asset management, account onboarding and fiduciary reporting
* Develop and implement operational policies, procedures, and workflows to ensure efficient trust administration
* Monitor service delivery standards and ensure timely completion of trust activities including account transactions, tax reporting, account deposits and distributions
* Manage trust accounting processes, reconciliations, and financial reporting for fiduciary accounts
* Lead initiatives to improve operational efficiency, reduce risk, and enhance client service delivery
** Performance Measurement
*** Establish and monitor key performance indicators (KPIs) for trust operations including turnaround times, accuracy rates, and client satisfaction metrics
* Analyze operational data to identify trends, risks, and opportunities for improvement
* Prepare regular reports on operational performance, service levels, and team productivity for senior leadership
* Implement quality assurance programs to ensure accuracy and completeness of trust administration activities
* Track and report on regulatory examination findings and remediation efforts
** Trust Operations Team Management
*** Provide coaching, mentoring, and performance feedback to team members
* Conduct regular one-on-one meetings and team meetings to ensure alignment and communication
* Manage workload distribution and resource allocation to meet service delivery commitments to scale for growth
* Foster a culture of continuous improvement, accountability, and client focus
* Identify training needs and coordinate professional development opportunities for team members
* Participate in talent acquisition and onboarding of new trust operations staff
** Compliance
* ** Ensure all trust operations activities comply with OCC regulations, state fiduciary laws, and internal policies
* Maintain current knowledge of regulatory requirements affecting trust operations and fiduciary services
* Coordinate with Compliance and Legal teams on regulatory examinations, audits, and inquiries
* Implement and monitor controls to mitigate operational and fiduciary risks
* Oversee annual account reviews and ensure proper documentation of fiduciary decisions
* Ensure proper handling of conflicts of interest, self-dealing prohibitions, and fiduciary duty requirements
* Manage responses to regulatory findings and implement corrective action plans
* Maintain appropriate records retention and documentation standards for trust accounts
** Program Administration
*** Oversee trust accounting systems and technology platforms used for trust administration
* Collaborate with IT and vendors on system enhancements, upgrades, and issue resolution
* Manage operational budgets and control expenses within approved limits
* Develop and maintain comprehensive procedure documentation and training materials
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