Serves as the key administration & compliance manager within the Foundations & Endowments Specialty Practice (not-for-profit trust, investment management and custodial relationships within Institutional Investment Solutions/Private Wealth Management). Responsible for leading a team of Account Specialists focused on the day-to-day administration of existing client relationships. Oversee the administrative and compliance processes associated with cash and wire transactions, account openings, account closings, and other general and specialized client support. May personally manage large and/or complex relationships &/or key “at risk” relationships.
Serves as the central point of contact for risk management, compliance & legal issues and is the Line Of Business liaison to the Risk Management and Legal Teams. Primary responsibility for reviewing trust agreements and other compliance related documents to include, but not limited to, governing documents, corporate resolutions, authorized signers forms and partnership agreements. Familiar with existing and new laws and regulations impacting not-for-profit organizations, has experience developing policies and procedures and has the ability to lead and execute compliance projects as well as chairing internal committees and working groups.Qualifications
Undergraduate degree. 15 or more years of management and institutional trust, administrative, regulatory &/or investment experience. Possesses excellent communication skills and in-depth knowledge of common institutional products and services. Demonstrated leadership acumen and client relationship management skills.
Undergraduate degree in business or finance. MBA and/or CTFA
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