Regional Support Manager, Estate and Trust, Private Wealth
Core
Provides leadership and operational oversight to support professionals serving the Greater Ontario and Atlantic (GOA) and Quebec Areas Trust business, ensuring consistent delivery of high-quality support to Trust Officers and clients.
Role type
Senior regional operations manager (estate and trust)
Builds
Operational support services for Trust Officers and clients in GOA and Quebec
Domain
Wealth management / Estate and Trust / Financial Services
Required skills
Estate and trust administration, team leadership, risk management, process improvement, compliance monitoring, strategic planning, data governance, change management, performance coaching, regulatory adherence
Preferred skills
Sales and service experience, supervisory experience, French language proficiency
Technologies
Estate and trust products and related technologies
Responsibilities
Lead and coach the Trust professional support team; oversee day-to-day operations and workflow efficiency; ensure adherence to policies, procedures, and regulatory requirements; drive continuous improvement and risk mitigation; support business planning and revenue growth; manage talent development and performance; coordinate strategic initiatives and reporting; handle client escalations and compliance issues.
Seniority
Senior, hands-on IC with leadership responsibilities