Fiduciary Director - New York - GCB Services LLC

    GCB Services LLC
    GCB Services LLC New York

    1 week ago

    Description
    About this role:
    The Client is seeking a Fiduciary Director to oversee the delivery of its Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple teams of trust officers and associates located in our Northeast offices, with responsibility for managing the firm's trust and agency account administration for high-net worth and ultra-high net worth clients of Client Wealth and Investment Management...
    In this role, you will:
    • Manage and develop trust centers, associated support, and specialty teams within Information, Management and Technology in roles with focus on delivering moderate complexity and risk
    • Engage and influence stakeholders, internal partners and peers associated with the Information, Management and Technology functions or affected by its outcome
    • Provide leadership and mentoring the professional development of information, Management and Technology team
    • Identify opportunities and strategies for process improvement and risk control development within Fiduciary Management team
    • Ensure the delivery of exceptional customer service, effectively resolve escalated problems or issues
    • Oversee conduct and management responses to internal audits, risk assessments, regulatory reviews as well as management and maintenance of effective systems to ensure satisfactory audit and serviced standards are met
    • Lead Fiduciary Management team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables
    • Interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk
    • Collaborate and influence all levels of professionals including managers as well as interact directly with external customers
    • Lead team to achieve objectives
    • Manage allocation of people and financial resources for Fiduciary Products Group
    • Develop and guide a culture of talent development to meet business objectives and strategy
    Required Qualifications:
    • 8+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
    • 4+ years of management or leadership experience.
    • MBA or Masters degree in Finance, Math, Economics, Stats
    Desired Qualifications:
    • A BS/BA degree or higher
    • A Juris Doctor (JD) degree
    • CTFA or similar industry designation
    • Extensive experience in trusts and estates and/or corporate fiduciary experience
    • Knowledge and understanding of trust, trust administration, fiduciary law, and federal regulations/operations
    • Leadership experience with ability to effectively manage and engage teams
    • Strong communication skills and the ability to operate autonomously in a high-pressure environment

  • Fiduciary Director

    3 days ago

    Only for registered members New York City Metropolitan Area

    We are seeking a Fiduciary Director to oversee the delivery of our Trust Services offering in the Northeast region. · Manage and develop trust centers associated with Information Management and Technology functions · Provide leadership and mentoring for the professional developme ...

  • Fiduciary Director

    1 month ago

    Only for registered members New York

    We are seeking a Fiduciary Director to oversee the delivery of our Trust Services offering in the Northeast region. · Manage and develop trust centers · Engage and influence stakeholders · ...

  • Fiduciary Director

    4 days ago

    Only for registered members New York

    +Job summaryWe are seeking a Fiduciary Director to oversee the delivery of our Trust Services offering in the Northeast region. · +Manage and develop trust centers, associated support, and specialty teams within Information, Management and Technology in roles with focus on delive ...

  • Fiduciary Director

    1 month ago

    Only for registered members New York $185,000 - $300,000 (USD)

    We are seeking candidates who embrace a workplace where everyone feels valued and inspired. · Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. · ...

  • Senior Compliance Manager

    3 days ago

    Only for registered members New York $157,400 - $262,300 (USD)

    This role oversees KYC CDD EDD AML sanctions risk management for Corporate Trust Agency Institutional Client Services Personal Trust Wealth Management and High Net Worth UHNW clients. · Identify measure escalate compliance risk issues to the Compliance Director. · Oversight of st ...

  • Senior Compliance Manager

    3 days ago

    Only for registered members New York Full time $157,400 - $262,300 (USD)

    This Compliance Manager role oversees and advises on KYC CDD EDD and AML sanctions risk management for Corporate Trust Agency Institutional Client Services Personal Trust Wealth Management and High Net Worth UHNW clients. · This role will be the primary liaison between ISWM and t ...

  • Senior Compliance Manager

    3 days ago

    Only for registered members New York, NY

    The Global Fiduciary Risk Oversight Team provides independent oversight across M&T Bank's Institutional Services & Wealth Management (ISWM) division. · This role oversees and advises on KYC, CDD, EDD, and AML/sanctions risk management for Corporate Trust & Agency, Institutional C ...

  • Wealth Director

    1 week ago

    Only for registered members New York, New York, United States of America

    +Fiduciary Trust International is seeking an experienced Wealth Director to secure new business from high-net-worth individuals and their families. The role involves investment management opportunities and requires strong communication skills. · ...

  • Senior Director, Investment and Wealth Management Audit

    2 weeks ago

    Only for registered members New York

    We are seeking a highly experienced Senior Director Senior Audit professional to lead the development and execution of a comprehensive audit program focused on Investments and Wealth Management. · Design, implement, and continuously enhance a robust Investments and Wealth Managem ...

  • Investment Analyst- Family office

    2 days ago

    Only for registered members New York

    Prominent ultra high net worth family office seeking investment analyst assist investment portfolio management process. · ...

  • Tax Director

    2 weeks ago

    Only for registered members New York

    We are partnering on a search for a highly experienced Director of Tax to lead complex tax compliance and enhance the sophistication of a growing tax practice. · The ideal candidate brings deep technical tax knowledge, strong leadership capability, · and a passion for building sc ...

  • Risk Management

    2 days ago

    Only for registered members New York, NY, United States

    We are seeking a Risk Management - Investment Risk & Analytics – Trust and Estates Fiduciary Risk Executive Director to oversee the risk of our Trust and Estates business. · ...

  • Investment Data Analyst

    3 days ago

    Only for registered members New York

    A prominent ultra high net worth family office seeks an investment analyst to assist with investments and financial reporting. · Coordinate with investment and finance teams to develop reporting including balance sheet cash flow and investment related information to be reviewed b ...

  • Senior Director, Investment and Wealth Management Audit

    2 weeks ago

    Only for registered members New York $136,500 - $275,000 (USD)

    We are seeking a highly experienced Senior Director Senior Audit professional to lead the development and execution of a comprehensive audit program focused on Investments and Wealth Management. · ...

  • Senior Director

    1 month ago

    Only for registered members New York

    As the Director of Business Development, you will play a pivotal role in expanding JTC's presence and market share within the U.S. trust and fiduciary services sector. · ...

  • Regional Director

    4 days ago

    Only for registered members New York

    The Regional Director of the Activation to Impact team is a senior leadership position responsible for the operational management and strategic success of the Activation to Impact (A2I) program on behalf of High Noon and Lucky One within their assigned region. · ...

  • Associate General Counsel, Registered Funds

    1 month ago

    Only for registered members New York

    We are seeking an experienced Associate General Counsel to join our legal team at the Director level focusing on registered investment funds under the Investment Company Act of 1940. · This role offers an opportunity to provide strategic legal guidance for a diverse suite of prod ...

  • Chief Legal and Governance Officer

    1 month ago

    Only for registered members New York

    Mentor A Promise es una organización sin fines de lucro dedicada a apoyar a niños y jóvenes entre 5-18 años que experimentan inestabilidad habitacional. · ...

  • Chief Legal and Governance Officer

    1 week ago

    Only for registered members New York

    Mentor A Promise (MAP) is a New York City nonprofit dedicated to supporting children and youth ages 5–18 experiencing housing instability. · Serve as MAP's primary legal advisor across all programs initiatives partnerships · Provide guidance on nonprofit governance fiduciary duti ...

  • Financial Litigation Associate/Counsel: D&O Coverage Matters—NYC

    2 weeks ago

    Only for registered members New York, NY

    +A well-established boutique seeks to hire a litigator focused on D&O coverage litigation. · +About 2-6 years of litigation experience · Strong academic credentials · ...

  • Financial Director

    4 weeks ago

    Only for registered members New York

    The Director of Finance is a strategic partner and a hands-on leader responsible for the financial reporting (both internal and external), treasury, budgeting, and Risk management functions of the organization. · ...

Jobs
>
New York City