Fractional Vice President, Conventional Trust
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Fractional Vice President, Conventional Trust
About the Role
Greater Houston, TX Area
The Company is seeking a Vice President for its Conventional Trust team. The successful candidate will be responsible for managing client relationships and servicing client accounts across various financial workflows. This includes handling service requests, proactively resolving exceptions and inquiries, and ensuring the timely escalation of issues. The role also involves supporting day-to-day client operations, client onboarding, account setup, and settlement validation, all while maintaining accurate documentation, reporting, and performance metrics. The Vice President will operate within established risk and compliance frameworks, with a focus on process enhancement and operational efficiency. Applicants must have a minimum of 7 years' experience in financial operations and Conventional Trust, a Bachelor's degree in finance or a related field, and familiarity with market utilities and messaging. Attention to detail, the ability to multitask, and experience in integrating AI solutions are also valued. The ideal candidate will be adept at collaborating with cross-functional teams to address complex issues and deliver effective solutions, and will be proactive in identifying opportunities for process improvement. The role requires a professional who can ensure adherence to procedures and is committed to maintaining the highest standards of client service and operational excellence.
Functions:
- Operations
- Finance
About the Company
A large financial client managing client relationships and servicing cash and securities
Industry
Financial Services
Type
Privately Held
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