2 дня назад
Trust Operations Distribution Manager (Trust Operations)
89 000 - 127 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Trust Operations Distribution Manager (Trust Operations): Managing outgoing distributions, transfers, rollovers, and re-registration activities for trust clients with an accent on compliant, accurate, and timely processing across cash and securities transactions. Focus on leading and developing the operations team, resolving escalated client issues, implementing workflow efficiencies, and maintaining regulatory compliance.
Location: Fully onsite in Denver, Colorado at 1801 California Street, Suite 800.
Salary: $89,000–$127,000 per year, with potential performance-based incentive compensation.
Company
provides banking and private trust services with a focus on compliant, accurate, and timely client transaction processing.
What you will do
- Lead daily operations for outgoing distributions, cash transfers, asset transfers, rollovers, recharacterizations, and beneficiary processing.
- Supervise processing and quality-control reviews for checks, wires, ACH, ACATS, and outgoing asset distributions.
- Train, mentor, coach, and evaluate staff while delegating work and monitoring workflow.
- Resolve escalated client and operational issues and collaborate with internal and external partners.
- Lead projects, maintain desk procedures, and implement workflow and process improvements.
- Monitor regulatory changes, support audits and regulatory examinations, and ensure compliance with bank policies and applicable regulations.
Requirements
- Formal college-level education in business or trust, or equivalent training and experience.
- At least 8 years of experience in Trust Operations.
- At least 3 years of direct leadership experience managing employees in a financial services environment.
- Knowledge of complex alternative-investment transactions, trust accounting systems, and relevant software.
- Strong communication, analytical, time-management, project-management, training, mentoring, and supervisory skills.
- Ability to work independently, meet tight schedules, and travel occasionally.
Nice to have
- Certified IRA Services Professional (CISP) certification.
- Retirement Industry Trust Association (RITA) Self Directed IRA Industry Professional (SDIP) certification.
Culture & Benefits
- Full-time employment with comprehensive healthcare, dental, and vision coverage.
- 401(k) retirement plan with employer match for qualifying contributions.
- Paid vacation, sick, volunteer, and holiday days.
- Life and disability insurance, employee assistance, mental health resources, and legal support.
- Tuition assistance, identity theft protection, insurance options, and access to an online discount marketplace.
- Benefits begin the first day of the month following hire for associates scheduled to work at least 30 hours weekly.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
1 день назад
Trust Relationship Specialist (Banking)
50 500 - 63 650$
5 дней назад
Trust Officer (Finance)
107 552 - 182 838$
5 дней назад
Director, Institutional Operations & Transfer Agency Services (Financial Services)
141 800 - 236 400$
5 дней назад
Pipeline Branch Manager (Banking)
72 200 - 120 300$
2 дня назад
Trust Manager - Chicago
115 500 - 150 000$
6 дней назад
Senior Compliance Manager - Corporate Trust & Custody Services (Hybrid - See Job Description for Listed Locations)
157 400 - 262 300$