What are the responsibilities and job description for the Manager of Wealth Operations position at F.N.B. Corporation?
Primary Office Location:
One North Shore Center. Pittsburgh, Pennsylvania. 15212.
Join our team. Make a difference - for us and for your future.
Position Title: Manager of Wealth Operations
Business Unit: WM - FNTC
Reports to: Director of Compliance Operations and Support Services
Position Overview
This position is primarily responsible for managing the Client Accounting Department of First National Trust Company (FNTC) and maintaining the integrity of the controls and systems in order to process and balance client assets. The incumbent expands and accomplishes yearly objectives as instituted by management. The incumbent develops resources to improve efficiency and productivity by supervising assigned personnel and insures compliance with all operating policies and procedures and regulatory requirements.
Primary Responsibilities
Supervises assigned personnel and manages the general operations of the department in three separate locations. Oversees daily work flow and provides system support to staff ensuring accurate and timely posting to clients’ accounts. Develops resources to improve efficiency and standardization of operational functions across regions.
Maintains current knowledge of new products and processes offered by trust accounting vendors and is responsible for the continuous training of affiliate personnel. Coordinates the integration of systems related to the client accounting function including updates and new and converted systems due to vendor changes, internal decisions or mergers.
Maintains changes to policies and procedures, updates personnel on changes and ensures compliance to all policies and procedures. Participates in various internal and corporate committees ensuring that the affiliate adheres to the testing requirements of all policies and regulatory requirements covering disaster recovery, audits, risk testing and Sarbanes-Oxley (SOX) compliance and testing.
Develops, implements and achieves annual goals and objectives as established in the Operations Business Plan. Develops annual departmental budget and manages changes to it.
Provides accurate weekly, monthly and other periodic reports as needed to management and other areas of the corporation in a timely manner.
Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
7
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in trust or a related field and knowledge of trust products, securities and software installation and system administration.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements Or Work Conditions Beyond Traditional Office Work
N/A
Equal Employment Opportunity (EEO)
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
One North Shore Center. Pittsburgh, Pennsylvania. 15212.
Join our team. Make a difference - for us and for your future.
Position Title: Manager of Wealth Operations
Business Unit: WM - FNTC
Reports to: Director of Compliance Operations and Support Services
Position Overview
This position is primarily responsible for managing the Client Accounting Department of First National Trust Company (FNTC) and maintaining the integrity of the controls and systems in order to process and balance client assets. The incumbent expands and accomplishes yearly objectives as instituted by management. The incumbent develops resources to improve efficiency and productivity by supervising assigned personnel and insures compliance with all operating policies and procedures and regulatory requirements.
Primary Responsibilities
Supervises assigned personnel and manages the general operations of the department in three separate locations. Oversees daily work flow and provides system support to staff ensuring accurate and timely posting to clients’ accounts. Develops resources to improve efficiency and standardization of operational functions across regions.
Maintains current knowledge of new products and processes offered by trust accounting vendors and is responsible for the continuous training of affiliate personnel. Coordinates the integration of systems related to the client accounting function including updates and new and converted systems due to vendor changes, internal decisions or mergers.
Maintains changes to policies and procedures, updates personnel on changes and ensures compliance to all policies and procedures. Participates in various internal and corporate committees ensuring that the affiliate adheres to the testing requirements of all policies and regulatory requirements covering disaster recovery, audits, risk testing and Sarbanes-Oxley (SOX) compliance and testing.
Develops, implements and achieves annual goals and objectives as established in the Operations Business Plan. Develops annual departmental budget and manages changes to it.
Provides accurate weekly, monthly and other periodic reports as needed to management and other areas of the corporation in a timely manner.
Adopts, advocates and effectively practices the guiding principles and tenets of the F.N.B. Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
7
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in trust or a related field and knowledge of trust products, securities and software installation and system administration.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements Or Work Conditions Beyond Traditional Office Work
N/A
Equal Employment Opportunity (EEO)
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
