Director of Trust Services

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Director of Trust Services for a direct hire opportunity with a financial services client.

Responsibilities:

• Establish client self-sufficiency to ensure smooth transition to appropriate service team for client retention and satisfaction.
• Ensure effective employee recruiting, onboarding, professional development, performance management, and retention.
• Provide training, education, coaching to improve the performance of team members.
• Identify and create future-ready business processes designed to accomplish business objectives.
• Promote new process innovation in the redesign of business processes and next generation digital tools.
• Identify training needs and maintain to ensure they are current and followed.
• Ensure compliance with company policies, protocols, and procedures.
• Administer a comprehensive risk management program as part of the Enterprise Risk
• Management Program’s First Line of Defense (FLOD).
• Resolve, investigate and analyze simple to complex problems.
• Ability to maintain appropriate levels of confidentiality both internal and external to the organization.
• Serve as an agent of change to inspire and empower employees to contribute to the process.
• Incorporate quality assurance checks, risk controls, and performance management measures into business processes.
• Compliance with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position, including but not limited to, prompt completion of required BSA/AML/OFAC training.

Qualifications:

• Bachelor’s degree or equivalent required. Advanced business degree or law degree preferred.
• 5 – 7 years management and leadership experience are required.
• 10 years wealth management experience with a focus on account administration and client experience.
• Robust industry knowledge of estate planning, trust administration, asset services, principal and interest accounting, fiduciary tax, and investment processing.
• Conversant in the COSO framework for internal controls.
• Performance of fiduciary risk underwriting practices.
• Prior experience in the development, testing, and management of business continuity plans.
• Knowledge of payments systems. (ACH, Wire, SWIFT)
• Trained in the Entrepreneurial Operating System or equivalent business operating system principles and practices.
• Conversant in lean processing methods, machine learning concepts, and potential applications of artificial intelligence software tools.
• Proficient in Adobe Professional, experience with mail mergers in Word and Adobe preferred.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4086. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4086. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V