Manager, Trust Program Management

Role responsibilities

The Manager, Trust Program Management supports all personal trust program functions and collaborates with various business partners to ensure program features meet operational and client needs. This role also coordinates Personal Trust Committee meetings and manages compliance with trust company policies and regulations.

Requirements

Candidates should have a bachelor's degree or equivalent experience and at least 5 years of experience in the banking or financial industry, particularly in trust and estate administration. Strong interpersonal, communication, and analytical skills are essential, along with a client-oriented focus and the ability to manage multiple priorities.

Key skills

Interpersonal Skills, Communication Skills, Problem-Solving Techniques, Risk Management, Governance Reporting, Analytical Skills, Research Skills, Organizational Skills, Client-Oriented Focus, Program Management, Presentation Skills, Collaboration, Critical Thinking, Change Management, Innovation, Data Synthesis

Keywords

Trust Program Management, Personal Trust Services, Fiduciary Trust Administration, Investment Management, Trustee IRA, Administrative Agency, Trust Reporting, Trust Outsourcing, Risk Governance, Regulatory Compliance, Business Continuity, Incident Management, Records Retention, Complaints Management, Loss Reporting, Operations Risk, Regulatory Exams, Internal Testing, Audits, Trust Company Policies, Client Needs, Meeting Coordination, Program Management, Data Synthesis, Problem Solving, Collaboration, Change Management, Innovation, Analytical Skills, Communication Skills