What are the responsibilities and job description for the Director, Operations & Client Services - Mariner Trust Company position at Mariner?
Job Description
The Director, Operations & Client Services is primarily responsible for directing the next generation operating model to stabilize and scale Mariner Trust services. This leader reports to the NMD, Strategy & Growth – Mariner Trust Company and is responsible for overseeing transformational activities to support anticipated rapid growth while ensuring efficiency and effectiveness, inspiring change, optimizing processes, and leading cross-functional teams to achieve organizational goals.
Responsibilities
About Us
Mariner is a privately held, national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $253 billion in assets as of 9/30/24. Learn more at www.mariner.com .
About The Team
Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.
The Director, Operations & Client Services is primarily responsible for directing the next generation operating model to stabilize and scale Mariner Trust services. This leader reports to the NMD, Strategy & Growth – Mariner Trust Company and is responsible for overseeing transformational activities to support anticipated rapid growth while ensuring efficiency and effectiveness, inspiring change, optimizing processes, and leading cross-functional teams to achieve organizational goals.
Responsibilities
- Lead the insourcing of work formerly performed by South Dakota Trust Company. This includes, but is not limited to:
- Determination of which back-office operations, trust accounting, compliance and regulatory functions reside in HQ and which functions stay in MTC
- Establish and monitor SLAs, metrics and KPIs for both MTC and HQ Trust functions
- Assist with preparation of regulatory audits and exams
- Lead adoption and optimization of Cheetah
- Oversee all money movement activities
- Oversee all fee collection
- Collaborate with cross-functional teams to drive change and implement initiatives in MTC aligned with company missions and strategies. This includes but is not limited to those mentioned above
- Contribute with innovative solutions for both current and future operations and service challenges. Leverage efficient and cost-effective processes
- Support continued sales volume growth through alignment of department resources
- Lead with a continuous improvement mindset and cultivate innovation. Identify areas for improvement and develop strategies to optimize business processes
- Develop, monitor, measure, and manage appropriate KPIs to ensure teams are delivering on service commitments
- Coach and develop associates to meet personal career goals and shared organizational goals. Build teams that efficiently adapt and respond to rapid growth
- Provide advice, expertise, and decision-making around operational and service issues on committees and working groups
- Candidate will manage account data and transactions using trust administration software and systems
- Bachelor's degree in finance, accounting, law, or a related field
- Professional certifications like Certified Trust and Fiduciary Advisor (CTFA) will be preferred
- A min of 15 years of trust services and operations experience
- Expertise in trust accounting principles and practices for managing trust accounts
- Background in wealth management and estate planning is preferred
- Proven ability to lead and manage a team of trust operations professionals, including specialists and administrators
- Experience designing and implementing efficient trust operations workflows to ensure accuracy and compliance. Experience monitoring performance metrics and risk management practices to mitigate potential risks associated with trust administration
- Strong customer service skills to build and maintain positive relationships with clients and advisors
- Ability to effectively interact with clients, legal counsel, and internal stakeholders
- In-depth understanding of relevant regulatory requirements related to trust services
- Strong decision-making and communication skills
About Us
Mariner is a privately held, national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $253 billion in assets as of 9/30/24. Learn more at www.mariner.com .
About The Team
Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.
