Trust & Securities Services - Head of California - Managing Director
Core
Leading financial success, controls, and budget planning for Trust & Securities Services (TSS) businesses in Santa Ana and the Americas region.
Role type
Managing Director, Head of California for Trust & Securities Services
Builds
TSS business strategy and financial performance for the Americas region
Domain
Banking, Corporate Trust, Fund Administration, Custody & Clearing
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Corporate Trust expertise, Fund Administration expertise, Custody & Clearing expertise, P&L ownership, risk management, fiduciary responsibility, strategic planning, client relationship management, talent management
Preferred skills
Client-facing presentation skills, cross-selling capabilities, agile thinking
Technologies
N/A
Responsibilities
Contribute to and implement TSS strategy for the Americas; own the TSS financial plan including revenues, costs, and resources; oversee audit, compliance, and customer complaints; manage client on-boarding and relationships; define risk appetite and manage fiduciary risks; manage regional talent and compensation
Seniority
Senior, hands-on IC with strategic leadership