Trust Operations Director
Core
Develop commercial operational frameworks and oversee daily trust administration, system development, and client support for family trust services.
Role type
Senior IC Trust Operations Director
Builds
Trust management platforms covering front-, middle-, and back-office workflows
Domain
Wealth Management / Trust Services
Required skills
Trust administration, system optimization, data management, project lifecycle tracking, automated compliance reviews, financial reporting, risk monitoring, stakeholder coordination
Preferred skills
TEP certification, CPA certification, 3+ years supervisory experience
Technologies
Trust management systems, MS Office Suite
Responsibilities
Develop commercial operational frameworks and SOPs, oversee trust administration and client support, lead end-to-end trust platform development, automate operational workflows, identify and resolve operational bottlenecks, ensure regulatory compliance
Seniority
Senior, hands-on IC with management responsibilities