Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.
Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.
The Head of Operations and Strategy will oversee all corporate-wide operations and operational strategy. Primary functions include oversight of Banking/Deposit, Loan Servicing, Private Banking and Wealth Management operational effectiveness. This individual will lead and manage the team responsible for all back office servicing and operational functions for our multi-region bank. He/she will implement new strategies to continually enhance our operational effectiveness; manage the policies and processes of the group in a cost effective manner; provide superior client experience and maintain strong controls and regulatory compliance.