
Director, InterSYNC Implementation Support Lead
Posted Jul 29

Posted Jul 29
This is a fully remote position, open to applicants in United States.
• Oversee the execution of client contracts by coordinating efforts among business, legal, and clients.
• Initiate new relationship requests through established approval procedures.
• Complete necessary account opening documentation and due diligence for the establishment of new accounts.
• Act as a liaison between the Bank and Broker Dealer to ensure the accurate and timely completion of account openings.
• Open client depository accounts within the interSYNC system.
• Collaborate with interSYNC technology to ensure clients are set up according to operational requirements.
• Manage file coordination among clients, interSYNC, Webster Bank, and other external parties as necessary.
• Lead initiatives to establish E-Treasury accounts across various Webster verticals.
• Verify SLA deadlines and ensure tasks are completed within the agreed timeframe.
• Educate clients on system functionality, encompassing timing, reporting, and maintenance processes.
• Conduct a successful transition to the Operations and Relationship Management team once the account is opened.
• Maintain thorough and accurate documentation for business requirements, operational procedures, and implementation artifacts for audit purposes.
• A Bachelor's Degree in Arts/Sciences (BA/BS) is mandatory.
• A minimum of 8-9 years of business experience and product knowledge is required.
• At least 8-9 years of relevant client-facing experience is necessary.
• Proven experience in project management.
• Familiarity with the cash management sector, including operational best practices.
• Outstanding organizational and record-keeping abilities.
• Excellent written and verbal communication skills.
• Capability to multitask in a fast-paced environment.
• Strong problem-solving skills accompanied by a solid sense of ownership.
• Confident in working independently, with the ability to self-initiate with minimal supervision.
• Comprehensive health and wellness programs.
• Opportunities for professional development and career advancement.
• Flexible work arrangements.
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Unitarian Universalist Association
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