CEO - Trust Operations
2 days ago
Sioux Falls
Job DescriptionRare 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 Now" buttonand 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 long-term capital planning. · Ensure efficient and compliant business operations across all departments, including trust administration, compliance, client service, and finance. · Direct the allocation of resources to support strategic priorities and maintain financial stability. · Champion process improvements, technology adoption, and scalable infrastructure. Organizational Leadership & Culture · Lead, mentor, and inspire a high-performing executive team and staff. · Foster a culture of accountability, collaboration, and continuous improvement. · Model ethical behavior, professional integrity, and a client-first mindset. · Champion diversity, equity, and inclusion across all levels of the organization. Performance Indicators · Achievement of strategic and financial goals approved by the Board. · Client satisfaction and retention metrics. · Regulatory compliance and audit results. · Employee engagement and leadership development outcomes. · Successful execution of growth and innovation initiatives. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. 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Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.