Job Title: Trust Operations Superior Subject Matter Expert
Job Responsibilities:
The Trust Operations Superior Subject Matter Expert is a director-level position that involves leading and managing all securities processing activities within the trust department. Key responsibilities include:
- Assisting the Director of Trust Operations in fostering the long-term growth and strategic direction of the department, ensuring alignment with firm-wide goals, and implementing firm-wide initiatives.
- Promoting coordination and collaboration with other departments within the firm.
- Leading securities processing activities, including trade settlement, pricing, risk management, asset movements, record maintenance, reconciliation, reporting, and managing mutual funds and alternative assets.
- Providing exceptional service to a diverse range of clients, trustees, and high-net-worth families, focusing on intricate financial accounting and innovative reporting solutions.
- Ensuring compliance with the firm's policies, procedures, and regulatory standards, playing a key role in shaping compliance and conducting high-level reviews and audits.
- Overseeing and innovating in the production of complex financial reports, including cutting-edge family office materials and bespoke financial reporting.
- Spearheading the development of new operational processes that drive efficiencies, leverage accounting software, and set industry benchmarks.
Education and Experience Information:
The position requires an advanced degree in Finance, Accounting, Investment Theory, or a related field. Candidates need to have:
- 15+ years of progressive, senior-level experience in trust operations, financial services, or a related industry.
- Deep, comprehensive, and cutting-edge knowledge of trust and investment systems, with extensive experience in systems such as Advent, APX, Moxie, InvestCloud, and Unity/G+.
- Masterful communication skills, with a strong emphasis on sophisticated client relations, high-level stakeholder management, and persuasive negotiation.
- Demonstrated leadership abilities, including a history of mentoring, leading projects, and decision-making.
- Outstanding organizational acumen with a proven track record of steering high-performance teams toward exceptional achievements.
- Exceptional ability to multitask and prioritize, with an eye for detail and commitment to excellence.
Salary Information:
The text does not provide specific salary information for this position.
Legal Terminology and Important Requirements:
The role requires adherence to the highest levels of client confidentiality and elevated service standards. Compliance with the firm's policies, procedures, and regulatory standards is mandatory. The candidate must demonstrate unparalleled judgment, problem-solving, and independent decision-making capabilities.
The law firm is committed to equal employment opportunities and does not discriminate based on race, religion, color, national origin, sexual orientation, gender identity, age, veteran status, disability status, or any other applicable characteristics protected by law. The firm encourages applications from a diverse pool of candidates and bases employment decisions on business needs, job requirements, and individual qualifications. They support an inclusive workplace and are committed to creating a welcoming environment for all employees.
