Senior Trust Account Manager - Institutional

October 8

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Identity and Access Management • Integration Platform as a service • Ballerinalang • Choreo • API Management

501 - 1000

💰 $3M Series E on 2022-05

Description

• The Middle Office Team maintains the books and records for collateral managers that have outsourced middle office operations. • As primary point of contact, the Senior Trust Account Manager delivers high levels of service and relationship management for assigned institutional outsourcing clients in support of trust business objectives. • Oversee daily transaction & reporting activity of assigned outsourcing relationships and support personnel at client institutions in day-to-day routines and financial processing • Guarantee quality service levels, perform daily servicing activities, ensuring timeliness and accuracy • Establish operational objectives, work plans, and assignment delegation • Lead personnel who assist in the management of the client relationship and communicate status of client assignments with relationship managers • Select, develop and evaluate personnel to ensure efficient operations • Establish and assure adherence to budgets, schedules, work plans and performance requirements

Requirements

• Bachelor’s degree in business administration or finance, or equivalent combination of education, training, and work experience • Typically, 10 years of financial services experience in institutional assets with two or more years leadership responsibility • Working knowledge of CLO/CDOs, syndicated loans, or corporate trust securities, as well as experience with trust systems • Understanding and direct work experience with reconciliations, waterfall calculations, compliance testing, financial transaction processing, data analysis, and reporting • Client servicing experience in trust securities and exceptional communication, both verbally, in written form, and via presentation to audiences including executive levels • Ability to establish and maintain effective working relationships with all levels of management (internally/externally), employees, clients, and the public

Benefits

• A voice in the future of fintech • Always-on learning and development • Collaborative work environment • Opportunities to give back • Competitive salary and benefits