Director of Nottingham Operations

At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CBSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

The Outsourced Partner Solutions division of Nottingham Financial Group (NFG) leverages the wealth management, benefits administration, and retirement plan consulting capabilities of the Community Financial System, Inc. (CFSI) family of companies to offer turnkey, a la carte services to advisors and trustees. 

The Director of Nottingham Operations plays a crucial role within the Outsourced Partner Solutions division of Nottingham Financial Group. This individual will be responsible for the onboarding, training and orientation of new financial partner relationships for Nottingham Financial Group. This includes outsourced chief investment officer (OCIO) services, outsourced trust services (OTS), Outsourced Retirement Plan Consulting (ORPC), the Nottingham Express IRA program, and other value-added services that NFG sells through RIAs, trust companies and other financial intermediaries. The individual in this role will create the process for all of these services, including tools, marketing and sales pieces, pricing and agreements, websites, training videos, FAQs and product guides, conversion methodology, fee disclosures, proposals and other materials, and will oversee the onboarding of new FI partners until they are using various NFG services directly (in conference with Director of Nottingham Sales and other senior leadership team members across NFG and BPAS). This will involve collaboration with many other professionals throughout Nottingham Financial Group and BPAS to ensure optimal success. After the role and process is established, this individual will also assist the sales team in securing new relationships, then manage the onboarding process. This may include others in the implementation team in the future, if warranted by business growth.  

• Strategic Alignment: aligning Outsourced Partner Solutions project initiatives with its strategic plan, ensuring that projects support business goals.
• Risk Assessment: They assess risks and identify conflicts or inefficiencies between existing or proposed projects.
• Leadership: fostering a collaborative culture across silos.
• Competency Development: Ensuring project-management competencies are developed throughout NFG.

This role bridges the gap between strategy and execution, driving successful project outcomes. 

Essential Duties:

• Work with all families of business under the CFSI umbrella to help support partner solutions and to bring all divisions together through an internal referral/collaboration process.
• Communicate with Financial Intermediaries, internal partners and clients to implement each new relationship and provide necessary research, problem solving and resolution support during onboarding process.
• Successfully monitor and follow-up on items and implementation timeline, seeing tasks through to resolution and closure.
• Communicate with all internal departments to provide answers to FI and partner questions when required.
• Recommend and implement new processes, approaches and solutions as identified. 
• Assess opportunities for workflow efficiencies and develop alternative procedures and automation techniques.
• Work with appropriate groups on a continual basis to evaluate and refine existing policies and procedures.
• Having the vision to determine what tools, processes, technology and materials are needed to optimize this role, then working with MARCOM and others to build such materials to facilitate future relationships (similar to the BPAS Partner Toolbox).
• Work with MARCOM and Compliance teams to ensure the creation, review and deployment of marketing, education, and collateral pieces to help build the business.

Education, Training and Requirements:  Must have a Bachelor’s Degree in Finance, Business, or another related field.  All applicants must be 18 years of age or older.

Skills:  Proficient reading, writing, grammar, and mathematics skills; excellent computer, analytical and organizational skills; Must have good customer service and the ability to work well with others; and solid project management skills. Must have knowledge of the wealth management industry and a sharp attention to detail. 

Experience:  Must have a minimum of 15 years in the wealth management industry with a strong knowledge of the industry.

Compensation: Commensurate with experience. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

Community Bank System, Inc. will make reasonable accommodations for qualified individuals with a disability.  If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department: employment@cbna.com

Salary : $132,500 - $245,997