Fiduciary Services Business Support Manager

1 week ago

Cranston, United States Citizens Full time
Job Description

Description

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. The Fiduciary Business Support Manager is responsible for the management and execution of the fiduciary services account opening & closing processes. Jointly accountable for ensuring consistent on-going trust administration processes amongst customer facing colleagues and Private Wealth Middle Office. Serving as a performance improvement coach in support of quality operations.

Leveraging strong interpersonal communication skills, the incumbent will drive consistent business execution in support of our business line strategy and growth model in partnership with other colleagues. The incumbent proactively reviews processes and procedures identifying ways to streamline and drive efficiency within a strong control environment. 

The Fiduciary Business Support Manager assists in designing scripts/controls, shepherding them through governance, and documenting necessary approvals. The incumbent will provide leadership to our Trust Associates in the execution of their functions to ensure consistent application of our fiduciary responsibilities regardless of geographic location.  

Primary responsibilities include:

  • Performing principal review and overall management of onboarding of client fiduciary service accounts by Wealth Advisors, Trust Officers and Private Client/Trust Associates. Which can include effective interface with Middle Office on all aspects of onboarding, for both the OCC Trust division and the Delaware limited purpose trust company.  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.
  • Providing leadership and support to the Trust Associates involved in the Bank’s fiduciary services to ensure best practices are met.  Developing and maintaining Delaware best practices and procedures for execution for that state-regulated bank’s activities. Accurately interpreting and applying regulatory, legal, and business line requirements and serving as a catalyst for continuous operational efficiencies and improvements.
  • Coordinate with other Citizens Private Wealth professionals and advisors and Middle Office Onboarding colleagues involved in fiduciary services to ensure best practices are met.  Accurately interpreting and applying regulatory, legal, and business line requirements. 
  • Proactively assess fiduciary service business processes for improvement and risk mitigation including presenting to various fiduciary/governance committees.  Participate in regulatory exams and internal reviews and audits, with a specific focus to support successful Delaware state exams/audits.
  • Partner with Citizens Private Wealth and CFG colleagues to achieve business growth and retention goals.

Qualifications

Minimum Required: 

  • 7+ years of experience with a trust company / department
  • Proven ability to develop executive ready communications and presentations.
  • Advanced Microsoft Office skills, specifically Excel and PowerPoint
  • Experience coordinating routines and facilitating meetings.
  • Superior communication skills (verbal and written)
  • Strong relationship management skills
  • Demonstrates strong personal drive, individual initiative, a sense of urgency, and responsiveness.
  • Well organized and able to manage competing priorities and deadlines with minimal management oversight.
  • Ability to effectively collaborate with other in different locations, departments and reporting lines.

Preferred:

  • Experience in fiduciary services (trust administration) business development and operations desired.

Education/Certifications:

  • Bachelor’s Degree Required
  • CTFA would be a plus.
  • Advanced degree is a plus.

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: M-F

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

  • Assistant Service Manager

    5 days ago

    Cranston, United States Texas Roadhouse Full time

    At Texas Roadhouse, we are a people-first company that just happens to serve steaks. Legendary Food and Legendary Service is who we are. We’re about loving what you’re doing today and preparing you for what you’ll be doing tomorrow. Are you ready to be a Roadie?Texas Roadhouse is looking for a legendary Assistant Service Manager to assist the Service...

  • Assistant Service Manager

    5 days ago

    Cranston, Rhode Island, United States Texas Roadhouse Full time

    At Texas Roadhouse, we are a people-first company that just happens to serve steaks. Legendary Food and Legendary Service is who we are. We're about loving what you're doing today and preparing you for what you'll be doing tomorrow. Are you ready to be a Roadie?Texas Roadhouse is looking for a legendary Assistant Service Manager to assist the Service Manager...

  • Technical Support Manager

    3 weeks ago

    Cranston, United States State of Rhode Island Full time

    **Class Definition**: - GENERAL STATEMENT OF DUTIES: To be responsible for managing activities relating to technical support in the area of specialization to include planning, organizing, coordinating supervising, and reviewing the work of technical support teams engaged in providing systems management, network management, and/or telecommunications...

  • Pro Services Manager

    4 weeks ago

    Cranston, Rhode Island, United States Floor & Decor Full time

    Pay RangePURPOSEThis position is responsible for providing leadership of the Pro business within a designated sales territory by driving sales growth and profitability using appropriate marketing and sales methodologies and building account relationships. Monitor key performance indicators for assigned professional customers, and meet or exceed financial...

  • Business Development Representative

    4 weeks ago

    Cranston, United States Thielsch Engineering Full time

    Job DetailsJob Location Cranston, RI Position Type Full Time Education Level Not Specified Travel Percentage Up to 50% Job Shift Day Job Category Marketing Description The Business Development Representative is responsible for delivering qualified leads in support of energy efficiency program initiatives sponsored by partner utilities. The Marketing...

  • IT Systems and Support

    4 weeks ago

    Cranston, United States Saxon Global Full time

    Job Description: Responsibilities include support to the Performance/Data Analytics and Reporting team in the development of business/functional/technical design documents, generating, tracking, analyzing reporting deliverables, development, and reconciliation of reporting files. Responsible for assisting with reporting and information management (IM)...

  • Dlt Business Officer

    2 months ago

    Cranston, United States State of Rhode Island Full time

    **Class Definition**: **GENERAL STATEMENT OF DUTIES**:To perform business management functions of a relatively complex nature; to assist in maintaining accounting records within the Department of Labor and Training (DLT); to assist in the performance of various business management functions such as purchasing, vendor invoicing, auditing and internal...

  • Principal Dlt Business Officer

    2 months ago

    Cranston, United States State of Rhode Island Full time

    **Class Definition**: **GENERAL STATEMENT OF DUTIES**: To assist a superior in the planning, organization, and operation of a complex governmental accounting and budgetary system within the Department of Labor and Training (DLT); to assist in supervising various business management functions for DLT such as purchasing, storekeeping, and budget preparation;...

  • Pass - Personal Assistance Services and Supports

    2 weeks ago

    Cranston, United States Seven Hills Foundation Full time

    Overview: **Up to **$1,000 New Hire Sign-on Bonus** **Pay Rate: $20.00 an hour** The Personal Assistance Services and Supports (PASS) worker helps families of children with special health care needs with daily life skills. The direct support provided through PASS aims to improve a child’s ability to participate in social situations and function in the...

  • Wellness Customer Service

    2 weeks ago

    Cranston, United States Restore Hyper Wellness Full time

    Positions at Rhode Island Restore location, Garden City Center and future locations. this position is a sales and customer service position around cutting out edge wellness at Rhode Island Premier Shopping center, Garden City We coined the phrase Hyper Wellness because it exemplifies our approach: offer cutting edge services that have shown results, we...

  • Wellness Customer Service

    2 weeks ago

    Cranston, United States Restore Hyper Wellness Full time

    Positions at Rhode Island Restore location, Garden City Center and future locations. this position is a sales and customer service position around cutting out edge wellness at Rhode Island Premier Shopping center, Garden City We coined the phrase Hyper Wellness because it exemplifies our approach: offer cutting edge services that have shown results, we...

  • Project Manager

    2 weeks ago

    Cranston, Rhode Island, United States Saxon Global Full time

    Project Manager - Senior - Enterprise PMO Description: The Sr. Project Manager will assist in leading governance activities across the project to ensure key deliverables and milestones are met in accordance to defined standards and best practices. Responsibilities of the Sr. Project Manager require strong project management, knowledge of software development...

  • Support Associate

    4 weeks ago

    Cranston, Rhode Island, United States Chico's FAS, Inc. - Retail Full time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individualityPOSITION OBJECTIVE:The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles are at the forefront of all store operations. This is achieved through performing various sales...

  • Support Associate

    4 weeks ago

    Cranston, Rhode Island, United States Chico's FAS Full time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individuality.POSITION OBJECTIVE:The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles are at the forefront of all store operations. This is achieved through performing various sales...

  • Service Coordinator

    4 weeks ago

    Cranston, United States Cal Supply Company, Inc. Full time

    **Position: Service Coordinator** **Location: Cranston, RI** Since 1983, Cal Supply Company has been providing the finest sales and service of compressed air systems throughout New England. Now more than 40 years later, our total commitment to our customers and their complete satisfaction has made Cal Supply a leader in the industry. At Cal Supply we...

  • Wellness Customer Service

    4 weeks ago

    Cranston, United States Restore Hyper Wellness Full time

    Positions at Rhode Island Restore location, Garden City Center and future locations. this position is a sales and customer service position around cutting out edge wellness at Rhode Island Premier Shopping center, Garden City We are looking for candidates for full time and part time including weekends at our Cranston location. Here is your chance to work...

  • Client Services Specialist

    4 weeks ago

    Cranston, United States Ameriprise Financial Full time

    Job DescriptionJob DescriptionBenefits:Opportunity to move to full-timeFlexible scheduleOpportunity for advancementDescription:This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors. The work is primarily back-office assistance and could...

  • Client Services Specialist

    4 weeks ago

    Cranston, United States Ameriprise Financial Full time

    Job DescriptionJob DescriptionBenefits:Opportunity to move to full-timeFlexible scheduleOpportunity for advancementDescription:This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors. The work is primarily back-office assistance and could...

  • Client Services Specialist

    2 weeks ago

    Cranston, Rhode Island, United States Ameriprise Financial Full time

    Job DescriptionJob DescriptionBenefits:Opportunity to move to full-timeFlexible scheduleOpportunity for advancementDescription:This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors. The work is primarily back-office assistance and could...

  • Client Services Lead

    1 day ago

    Cranston, United States Miniluxe Full time

    Job Description Job Description About MiniLuxe Over the last decade, we have been reimagining and revolutionizing the world’s most used but least regulated beauty service: Nail Care. We celebrate self-care as an everyday luxury for everyone, anywhere, at any time. We are doing this by becoming the world’s leading ethical and clean nail-care brand with a...