Fiduciary Practice Manager: Onsite
Core
Senior leader responsible for developing, building, and managing a centralized administrative review team to oversee fiduciary businesses and ensure compliance with laws and regulations.
Role type
Senior IC practice manager (fiduciary governance)
Builds
Centralized administrative review framework and team for fiduciary account reviews
Domain
Banking / Fiduciary Services / Regulatory Compliance
Required skills
fiduciary law expertise, risk management, team leadership, regulatory compliance, analytical judgment, stakeholder collaboration
Preferred skills
JD, CPA, or MBA, governance experience in OCC-regulated organizations, trust and tax law knowledge
Technologies
N/A
Responsibilities
Ensure fiduciary activities comply with laws and regulations; recognize and resolve fiduciary risk issues; develop and maintain procedures for fiduciary oversight; manage the administrative review team; partner with Risk and Legal colleagues to implement risk controls; serve on fiduciary governance committees
Seniority
Senior, hands-on IC with team management