Charlotte, NC, 28230, USA
1 day ago
Manager of Fiduciary Programs
Fiduciary Program Manager Ideate and create actionable plans to improve the overall trust organization through the creation and support of product lifecycle management. Identify and implement process improvement opportunities across the organization to ensure operational efficiency and risk reduction through regular audits/assessments/reviews of operational processes and operating norms. Develop and monitor performance metrics. Maintain governance standards by managing risk across product and service activities. Position Responsibilities: Fiduciary Strategy Execution * Identify and work with platform enablement resources, information technology and process engineering resources to implement strategic improvements across the organization to ensure operational efficiency, increased financial performance, and risk reduction through regular, effective challenges to current practices. * Provide guidance and support to trust advisors and operational teams on potential operational improvement opportunities. * Conduct regular reviews of operational processes to identify inefficiencies and areas for improvement. * Establish effective communication and collaboration with other departments (relationship management, private wealth, risk, and investment teams) to ensure efficient, cohesive, non-duplicative, and compliant operations. Identify cross-functional areas for the business to better interact, operate. * Provide insights and recommendations to senior management on strategic improvement practices across the trust organization. * Evaluate technology and systems to enhance operational processes and improve efficiency -- identifying areas for improvement where applicable. * Oversee the execution of day-to-day risk mitigation and process improvement initiatives / tasks, providing guidance and support to trust advisors and operational teams. Provide expertise and support for complex process improvement issues. * Assist with correspondence with external auditors and regulators to ensure compliance with process excellence standards. Trust Team Education & Training * Develop / implement training programs and provide support to other trust personnel on process improvement methodologies and best practices to mitigate risk and improve operational processes. * Coordinate with release management resources to ensure changes to relationship management and operational processes are well documented and that the changes are understood, documented by the organization in advance of changes being rolled out. * Foster a culture of prudent risk management and excellence in process improvement practices across the trust organization. Fiduciary Strategy & Planning * Participate in strategic planning sessions, providing insights and recommendations on operational findings. * Monitor and report on key performance indicators related to process excellence. * Monitor industry trends and developments and help execute opportunities to ensure process excellence initiatives remain competitive. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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