CEO - Trust Operations

Rare Chief Executive Officer Role with stable Trust Organization, working very talent leadership and trust and wealth management executives

This Jobot Job is hosted by:
Mark

C. Johnson
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $200,000 - $250,000 per year

A bit about us:

We pride ourselves on being the strong, foundational piece that supports your family’s financial well-being. We are dedicated to helping high-net-worth families and small to medium-sized companies navigate the complexities of wealth management and legacy planning. Our mission is to provide specialized, focused, and flexible solutions that are tailored to meet your unique needs and goals.

Why join us?

Chief Executive Role partnering with a well established Trust organization with deep relationships, etc.
Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
Rest and Relaxation. 18 days paid time off, 8 paid holidays.
Health Benefits. Medical with HSA and FSA options, dental, and vision.
Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
Give back. Get paid to give your time to the community: ask us about this!
Educational Benefits. Whether you are studying for your industry certifications, or currently enrolled in higher education, we can help cover some of those expenses.
Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.

Job Details

Job Summary:

The Chief Executive Officer (CEO) provides overall strategic planning, serves as the chief operating and performance leader. The CEO is responsible for defining the firm’s vision, the execution of the company’s strategic plan, ensuring fiduciary and regulatory compliance. The CEO serves as the organization’s chief cultural leader. This role guides long-term strategic direction, oversees financial and operational performance. The CEO fosters a culture of collaboration, accountability.

The CEO partners closely with the President, Board, Parent Company, and executive team to ensure that the company operates efficiently, meets compliance standards.

Supervisory Responsibilities:

· Recruits, interviews, hires, and trains new staff

· Oversees the daily workflow of the Retirement, Trust, Operations, HR, Finance Departments

· Provides constructive and timely performance evaluations

· Handles discipline and termination of employees in accordance with company policy

Duties/Responsibilities:

Strategic Leadership

· Implement the company’s strategic goals and translate them into actionable operational plans.

· Direct operational areas including trust administration, client service, Insurance, Sales and Marketing.

· Develop and monitor performance metrics that ensure operational efficiency, quality, and profitability.

· Drive continuous improvement initiatives to enhance scalability, technology use, and process excellence.

· Develop and execute the organization’s strategic plan in alignment with its mission, vision, and values.

· Directs operational areas including HR, Finance, Operations, Trust and Retirement

· Evaluate emerging industry trends, competitive positioning, and market opportunities to ensure continued growth and differentiation.

· Provide strategic oversight for business development, client acquisition, and partnership initiatives.

· Lead long-term organizational planning.

Governance & Fiduciary Oversight

· Serve as the primary liaison between the Board of Directors, Parent Company and senior management.

· Ensure the company’s policies and practices comply with applicable fiduciary, legal, and regulatory standards.

· Maintain open and transparent communication with the Board, providing timely updates on performance, risk, and strategic issues.

Compliance & Risk Management

· Ensure all business practices align with fiduciary regulations, internal controls, and audit standards.

· Collaborate with compliance and legal teams to proactively identify and mitigate risk.

Operational & Financial Stewardship

· Oversee financial performance, budgeting, and…