FIS

Advancing the ways the world pays, banks and invests.

Senior Trust Account Manager – Institutional, Middle Office

Account ManagerSalesFull TimeRemoteSeniorTeam 10,001+Since 1968H1B SponsorCompany SiteLinkedIn

Location

Texas

Posted

116 days ago

Salary

$112.2K - $188.4K / year

Seniority

Senior

Bachelor Degree10 yrs expEnglish

Job Description

• The Middle Office Team maintains the books and records for collateral managers that have outsourced middle office operations • As primary point of contact, the Senior Trust Account Manager delivers high levels of service and relationship management for assigned institutional outsourcing clients in support of trust business objectives • Oversee daily transaction & reporting activity of assigned outsourcing relationships and support personnel at client institutions in day-to-day routines and financial processing • Guarantee quality service levels, perform daily servicing activities, ensuring timeliness and accuracy • Establish operational objectives, work plans, and assignment delegation • Lead personnel who assist in the management of the client relationship and communicate status of client assignments with relationship managers • Select, develop and evaluate personnel to ensure efficient operations • Establish and assure adherence to budgets, schedules, work plans and performance requirements

Job Requirements

  • Bachelor’s degree in business administration or finance, or equivalent combination of education, training, and work experience
  • Typically, 10 years of financial services experience in institutional assets with two or more years leadership responsibility
  • Working knowledge of CLO/CDOs, syndicated loans, or corporate trust securities, as well as experience with trust systems
  • Direct work experience with cash flows, reconciliations, waterfall calculations, compliance testing, financial transaction processing, data analysis, and investor reporting
  • Client servicing experience in corporate trust securities and exceptional communication, both verbally, in written form, and via presentation to audiences including executive levels
  • Ability to establish and maintain effective working relationships with all levels of management (internally/externally), employees, clients, and the public

Benefits

  • A voice in the future of fintech
  • Always-on learning and development
  • Collaborative work environment
  • Opportunities to give back
  • Competitive salary and benefits

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