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The Business Transformation Services (BTS) team sits within Morgan Stanley Wealth Management and aims to establish a consistent, scalable, and repeatable model to provide advisory and delivery support for programs within the Division as well as across the Firm. BTS supports initiatives with a focus on Strategic Program Delivery, Mergers/Divestitures/Integration, Organizational Change and Readiness, and Regulatory Compliance.
$85,000 - $135,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Fiduciary Business Support Manager is responsible for the management and execution of the fiduciary services account opening & closing processes. Experience in fiduciary services (trust administration) business development and operations desired.
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The incumbent will focus on applying fiduciary service knowledge, as well as operational and risk management expertise across the business in support of a meaningful customer experience.
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The Fiduciary Business Support Manager assists in designing scripts/controls, shepherding them through governance, and documenting necessary approvals. Coordinate with other Citizens Private Wealth professionals and advisors and Middle Office Onboarding colleagues involved in fiduciary services to ensure best practices are met.
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Proactively assess fiduciary service business processes for improvement and risk mitigation including presenting to various fiduciary/governance committees. Performing principal review and overall management of onboarding of client fiduciary service accounts by Wealth Advisors, Trust Officers and Private Client/Trust Associates.
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Accurately interpreting and applying regulatory, legal, and business line requirements and serving as a catalyst for continuous operational efficiencies and improvements. Providing leadership and support to the Trust Associates involved in the Bank’s fiduciary services to ensure best practices are met.
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Effective execution of key fiduciary service client relationship activities by supporting, guiding, and coaching front line unit colleagues on processes to facilitate quality account opening and closing activities based upon underlying business processes.
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Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.
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