* Leadership in the management organization of operations by directing and coordinating activities consistent with established goals and objectives, as well as strict adherence to government guidelines and policies and Human Resources. * Provide overall direction and guidance to the operational activities of the organization as well as day-to-day leadership and management of all operational functions. * Initiate, develop, and maintain on-going customer relationships.* Work closely with sales to identify, develop, and sell customer solutions. * Develop and ensure accurate financial and customer service measurements are met.* Develop budgets, cost controls, and obtain data regarding internal and external business metrics.* Perform financial analysis of operational expenses.* Conduct budget planning and ensure adherence to annual goals.* Review and oversee implementation of organizational directives that support company strategic planning.* Review RFP's in conjunction with Sales for operations feasibility.* Develop and maintain operational plans to include all business requirements which include labor hours, production costs, and KPI reporting in meeting financial objectives.* Ensure all established costs, quality, and delivery requirement commitments are met or exceeded.* Determine appropriate staffing levels for departments.* Provide basic management guidance to all personnel toward optimal operating results; employee morale, benefit distribution, and staffing models.

• Accountable for the enhancement of private client banking experience on high net worth bank and brokerage platforms. • New client acquisition and retention through knowledge of investments, banking, trust services and financial planning. • Partnered with Merrill Lynch advisors in Dallas-Fort Worth to expand credit, lending, and estate planning footprint in their books of business.• Ongoing client management, including review and building of pitch books, coordination of information, and communication with clients.• Pipeline and territory management.• Investments, banking, and trust services, including asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities.