Demo

Recovery and Resolution Plan Consultant

Russell Tobin
Purchase, NY Contractor
POSTED ON 4/2/2025
AVAILABLE BEFORE 5/1/2025

We are seeking a detail-oriented and strategic Wealth Management Resolution Plan Manager to lead the update of the Wealth Management (WM) portion of our 2025 Title 1 Resolution Plan. This critical role ensures the plan reflects organizational changes, supports the sale or divestiture strategy, and maintains compliance with regulatory requirements.


Key Responsibilities:

  • Lead the refresh of the 2025 WM Title 1 Resolution Plan, updating content and supporting materials related to the Wealth Management business and sale package.
  • Coordinate the actions of content contributors and manage the acquisition of data, ensuring all materials are up to date and aligned with current strategies.
  • Document and analyze the operational baseline for in-scope personnel, technology, vendors, facilities, and intellectual property across WM front office and supporting Firmwide functions.
  • Collaborate with cross-functional teams to demonstrate the separability of WM brokerage and US Bank businesses, supporting the divestiture process.
  • Develop strategies for transferring personnel, vendor services, technology, and related contracts to potential buyers on day one after divestiture.
  • Work with operationally and financially resilient MSEs to ensure the seamless execution of Transitional Services Agreements (TSAs), based on existing SLAs.
  • Assess potential impediments, conduct legal risk assessments, and ensure the execution of the plan aligns with the ISG Solvent Wind Down process.


Qualifications:

  • Strong understanding of regulatory requirements related to Title 1 Resolution Plans and financial stress scenarios.
  • Experience in Wealth Management operations, particularly in relation to divestitures, acquisitions, or strategic restructuring.
  • Strong project management skills, with the ability to coordinate multiple stakeholders and contribute to large-scale initiatives.
  • Excellent communication and documentation skills, capable of clearly articulating complex processes and strategies.
  • Proven ability to analyze operational processes and collaborate with cross-functional teams.


***Pay Rate- $80-$81/hour


Benefits Info

Pride Global offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Salary : $80 - $81

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