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ECLARO · 5 hours ago

Fiduciary Director

New York, NY

Full-time

Onsite

Director/Executive

$200K/yr - $250K/yr

8+ years exp

ECLARO is a premiere investment bank seeking a Fiduciary Director to oversee the delivery of its Trust Services offering in the Northeast region. The role involves managing multiple teams of trust officers and associates, ensuring exceptional customer service, and leading strategic initiatives within the Fiduciary Management team.

Staffing & Recruiting

Responsibilities

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

Qualification

Fiduciary Products experienceTrust administration knowledgeLeadership experienceJuris Doctor (JD) degreeCTFA designationCommunication skills

Required

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