Fiduciary Director
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Job Location:
Philadelphia, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
About this role:
Our client is seeking a Fiduciary Director to oversee the delivery of its Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple teams of trust officers and associates located in our Northeast offices with responsibility for managing the firms trust and agency account administration for high-net worth and ultra-high net worth clients
In this role you will:
- Manage and develop trust centers associated support and specialty teams within Information Management and Technology in roles with focus on delivering moderate complexity and risk
- Engage and influence stakeholders internal partners and peers associated with the Information Management and Technology functions or affected by its outcome
- Provide leadership and mentoring the professional development of information Management and Technology team
- Identify opportunities and strategies for process improvement and risk control development within Fiduciary Management team
- Ensure the delivery of exceptional customer service effectively resolve escalated problems or issues
- Oversee conduct and management responses to internal audits risk assessments regulatory reviews as well as management and maintenance of effective systems to ensure satisfactory audit and serviced standards are met
- Lead Fiduciary Management team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables
- Interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk
- Collaborate and influence all levels of professionals including managers as well as interact directly with external customers
- Lead team to achieve objectives
- Manage allocation of people and financial resources for Fiduciary Products Group
- Develop and guide a culture of talent development to meet business objectives and strategy
Required Qualifications:
- 8 years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience training military experience education
- 4 years of management or leadership experience
Desired Qualifications:
- A BS/BA degree or higher
- A Juris Doctor (JD) degree
- CTFA or similar industry designation
- Extensive experience in trusts and estates and/or corporate fiduciary experience
- Knowledge and understanding of trust trust administration fiduciary law and federal regulations/operations
- Leadership experience with ability to effectively manage and engage teams
- Strong communication skills and the ability to operate autonomously in a high-pressure environment
Key Skills
- Fundraising
- Management Experience
- Coaching
- Analysis Skills
- Strategic Planning
- Team Management
- Budgeting
- Leadership Experience
- Mentoring
- Public Speaking
- negotiation
- Supervising Experience
