Corporate Trust Relationship Manager, Level II

This is a fully remote position, open to applicants in New York, +3 more states.

📋 Description

• Accountable for overseeing a portfolio of accounts by fulfilling all responsibilities outlined in the governing documents, cultivating and maintaining client relationships, and ensuring an exceptional customer experience.

• Responsible for all facets of account administration, potentially handling accounts of moderate to high complexity.

• Oversee the comprehensive closing of new transactions by reviewing and negotiating governing documents; coordinating closing activities; addressing outstanding issues with counsel and clients; and actively gathering information to understand customer requirements.

• Provide leadership, training, and support to Corporate Trust administrators.

• Ensure client satisfaction to promote retention and referrals by addressing any account-related issues and responding promptly to inquiries.

• Be attentive and responsive to both internal and external clients; collaborate and influence clients and key stakeholders.

• Identify business risks and operational challenges, taking actions to mitigate risks and improve processes.

• Contribute to both short-term and long-term strategies aimed at achieving specific revenue and expense targets.

• Exhibit comprehensive knowledge of policies.

⛳️ Requirements

• A minimum of 10 years of proven success in Corporate Trust or a comparable role.

• Proficient knowledge of the MS Office Suite is essential.

• Familiarity with the SWP platform is advantageous.

• Experience in reading and interpreting governing documents.

• Ability to work autonomously, proactively, and innovatively in a fast-paced, deadline-oriented environment while making informed decisions.

• Capability to manage multiple priorities, embrace change, and demonstrate adaptability.

• Strong understanding of corporate trust products, as well as related banking and regulatory regulations.

• Excellent verbal, interpersonal, and written communication skills are necessary.

• Must possess strong attention to detail and the ability to organize workflow effectively.

🏝️ Benefits

• Medical, dental, and vision coverage.

• 401(k) plan.

• Life, accident, and disability insurance.

• Flexible spending accounts (FSAs) and health savings accounts (HSAs).

• Wellness programs.

• Paid parental leave.

• Military leave.

• Vacation and other paid time off.

• Sick leave in accordance with applicable state laws.

• Paid holidays.