Regional Support Manager, Estate and Trust, GTA
Core
Provides leadership and operational oversight to the support professionals serving the Greater Toronto Area Trust business, ensuring consistent delivery of high-quality support to Trust Officers and clients.
Role type
Senior IC regional support manager (estate and trust)
Builds
Operational excellence and high-touch client experience for the GTA Trust business
Domain
Wealth management / Estate and Trust / Financial Services
Deliverable
Dashboards & analysis | Operational programs | Client delivery
Required skills
Estate and trust administration, Team leadership, Risk management, Process improvement, Compliance monitoring, Change management, Data governance, Strategic planning, Performance management, Business analysis
Preferred skills
Sales and service experience, Supervisory experience, In-depth knowledge of estate and trust products and technologies
Technologies
Business applications/systems (specific tools not listed)
Responsibilities
Lead, coach, and develop the Trust professional support team; oversee day-to-day operations and ensure adherence to policies and procedures; drive continuous improvement across team workflows; manage capacity and workflow; perform risk assessments and compliance monitoring; coordinate database management and data governance; design and implement change management plans; execute operational programs and administrative reviews; monitor performance of trust support professionals; support trainee mentorship and development.
Seniority
Senior, hands-on IC with leadership responsibilities