5 дней назад
Director of Fiduciary Administration
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director of Fiduciary Administration (Trust and Wealth Management): Leading national fiduciary administration across personal trusts, estates, agency relationships, special needs trusts, custody, and other complex fiduciary offerings with an accent on governance, risk management, client service, and operational excellence. Focus on directing geographically dispersed leadership teams, transforming fiduciary processes, resolving complex administrative matters, and ensuring compliance with trust laws and regulatory requirements.
Location: Columbus, OH, United States. Workplace type: Office; specific flexible arrangements will be provided by the hiring team.
Company
provides banking, wealth management, trust, and fiduciary services.
What you will do
- Lead the strategic vision and organizational priorities for fiduciary administration across a national platform.
- Oversee personal trusts, agency relationships, estate settlement, special needs trusts, custody, and other complex fiduciary offerings.
- Ensure consistent fiduciary policies, procedures, service standards, governance, and regulatory compliance across teams.
- Manage fiduciary risk through quality reviews, exception management, remediation, escalation processes, and collaboration with Legal, Compliance, Audit, and Risk Management.
- Lead managers and a significant number of fiduciary professionals through coaching, succession planning, talent development, and performance management.
- Drive capacity planning, process transformation, technology adoption, operational improvement, performance measurement, and budget management.
Requirements
- Bachelor’s degree in Business, Finance, Accounting, Law, Trust Management, or a related field.
- 10+ years of trust and fiduciary administration experience, including substantial leadership responsibility.
- 7+ years of senior-level people leadership experience managing leaders and large teams across multiple locations.
- Deep knowledge of fiduciary administration, fiduciary law, estate administration, trust operations, risk management, governance, and regulatory requirements.
- Experience leading complex fiduciary organizations in a large financial institution, trust company, or wealth management firm.
Nice to have
- Advanced degree such as a JD, MBA, LLM, or equivalent.
- CTFA or ATFA designation.
- Experience overseeing estate settlement, special needs trusts, and specialty fiduciary services.
- Experience leading geographically dispersed teams and working within a large regional or national banking organization.
Culture & Benefits
- Work in partnership with Wealth Management, Legal, Risk, Compliance, Operations, Technology, Product, and Strategy leaders.
- Build a high-performance, inclusive, collaborative, and engaged fiduciary organization.
- Flexible work arrangements may be available for certain positions outside the branch network, combining in-office and work-from-home work.
- Exempt position and full-time employment.
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