Director of Trust Operations
Core
Oversees all aspects of Trust Operations including Securities Services, Service Delivery, Special Processing, Systems, and Reconciliations to support Wealth Management strategic objectives.
Role type
Director of Trust Operations
Builds
Trust Department operational excellence and unified Wealth Management strategy execution
Domain
Banking / Wealth Management / Trust Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Trust operations management, Securities services oversight, Vendor management, Regulatory compliance, Business continuity planning, Financial reporting, Wire transfer authority management, Strategic planning, Budgeting, Team leadership
Preferred skills
CPA, MBA, CSOP certification
Technologies
Trust accounting systems, Investment management systems, Wire transfer systems, Treasury management systems
Responsibilities
Direct overall strategy for Trust Operations, Manage relationships with internal IT and support departments, Serve on bank committees like Vendor Management Committee, Partner with auditors and regulators, Speak directly to clients and institutions, Lead technical projects like mergers and system conversions, Supervise associates including hiring and performance management
Seniority
Director, strategic leadership & team management
