Fiduciary Services Business Support Manager

4 weeks ago

Providence, United States Citizens Full time

**Description**

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.

**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.
- 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 mínimal 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

**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 Us**

At 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

  • Fiduciary Tax Accountant I

    6 days ago

    Providence, United States Bank of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...

  • Specialized Fiduciary Administrator I

    4 weeks ago

    Providence, Rhode Island, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Fiduciary Tax Accountant II

    2 weeks ago

    Providence, Rhode Island, United States Bank of America Full time

    Fiduciary Tax Accountant II (FTA II) Providence, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys...

  • Senior Associate, Fiduciary Tax_

    3 days ago

    Providence, United States KPMG Full time

    **Business Title:** Senior Associate, Fiduciary Tax **Requisition Number:** 113105 - 81 **Function:** Tax Services **Area of Interest:** **State:** RI **City:** Providence **Description:** Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth...

  • Specialized Fiduciary Administrator I

    4 weeks ago

    Providence, United States Bank of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...

  • Tax Support

    4 weeks ago

    Providence, Rhode Island, United States Randstad USA Full time

    Randstad, in partnership with one of the largest Banks in the US is actively seeking a Fiduciary Administrative Support rep to join their team Randstad is known for our desire and ability to match people with companies and positions that will develop their potential. Our relationship with our client is no exception. Self-starters are encouraged to apply...

  • Business Manager Perioperative Services

    3 weeks ago

    Providence, United States Lifespan Health System Full time

    Reports to the Director, Nursing Strategic Business Planning and Analysis and is responsible for ensuring effective planning and implementation of operational budget, month-end and ad-hoc reporting, financial analysis, supporting the value analysis p Business Manager, Manager, Business, Operations, Financial, Management, Healthcare, Business Services

  • Tax Accountant Admin Support

    4 weeks ago

    Providence, United States Adecco Full time

    Would you like to work for one of the largest financial institutions in the world? Great opportunity to build a career within a great organization and network with like-minded professionals. If so, look no further and apply now! Adecco is currently assisting one of its clients in their search for a Tax Accountant Admin Support in Providence, RI! Pay rate:...

  • Manager of Support Services

    3 weeks ago

    Providence, United States Rhode Island Hospital Full time

    Summary: Reporting to the Director of the Epicenter and Nursing Operations is responsible for planning organizing and directing supportive functions for the Patient Care Services Department. Functions as a liaison for Patient Care Services with other key departments including but not limited to Facilities CSD Biomedical Engineering Finance Contracting and...

  • Private Bank Associate

    3 weeks ago

    Providence, United States Bank of America Full time

    **Private Bank Associate (PBA) - Trust** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a...

  • Administrative Support

    4 weeks ago

    Providence, United States Strategic Retirement Partners Full time

    Company Description At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive outcomes for all who participate by (1) providing investment, wealth, and financial planning guidance to individuals, families, and employees within employer-sponsored retirement plans, and (2) providing retirement plan investment...

  • Administrative Support

    2 weeks ago

    Providence, United States Strategic Retirement Partners Full time

    Company Description At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive outcomes for all who participate by (1) providing investment, wealth, and financial planning guidance to individuals, families, and employees within employer-sponsored retirement plans, and (2) providing retirement plan investment...

  • Administrative Support

    6 days ago

    Providence, United States Strategic Retirement Partners Full time

    Company Description Strategic Retirement Partners' mission and philosophy are simple; Help drive positive outcomes by (1) providing investment, wealth, and financial planning guidance to individuals, families, and employees within employer-sponsored retirement plans, and (2) providing retirement plan investment selection/monitoring, design and co-fiduciary...

  • Administrative Support

    7 days ago

    Providence, United States Strategic Retirement Partners Full time

    Company Description Strategic Retirement Partners' mission and philosophy are simple; Help drive positive outcomes by (1) providing investment, wealth, and financial planning guidance to individuals, families, and employees within employer-sponsored retirement plans, and (2) providing retirement plan investment selection/monitoring, design and co-fiduciary...

  • Administrative Support

    4 weeks ago

    Providence, United States Strategic Retirement Partners Full time

    Company DescriptionAt Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive outcomes for all who participate by (1) providing investment, wealth, and financial planning guidance to individuals, families, and employees within employer-sponsored retirement plans, and (2) providing retirement plan investment...

  • Administrative Support

    3 weeks ago

    Providence, United States Strategic Retirement Partners Full time

    Company DescriptionAt Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive outcomes for all who participate by (1) providing investment, wealth, and financial planning guidance to individuals, families, and employees within employer-sponsored retirement plans, and (2) providing retirement plan investment...

  • Administrative Support

    3 weeks ago

    Providence, United States Strategic Retirement Partners Full time

    Company DescriptionAt Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive outcomes for all who participate by (1) providing investment, wealth, and financial planning guidance to individuals, families, and employees within employer-sponsored retirement plans, and (2) providing retirement plan investment...

  • Estate Settlement Officer Iii

    4 weeks ago

    Providence, United States Bank of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...

  • Retirement Consultant

    4 weeks ago

    Providence, United States Strategic Retirement Partners Full time

    Looking for a great career in RI/MA at a boutique retirement plan advisory & consulting firm with a focus on culture?Do you want?To lead client service as a relationship manager, without selling?To build long term relationships with opportunities to impact clients and the team?The backing of a stable, established firm that benefits from a national presence,...

  • Manager Peer Support Services

    4 weeks ago

    Providence, United States The Providence Center Full time

    Job DescriptionJob DescriptionJob Summary:The Providence Center Manager of Peer Support Services will manage the daily operations of Peer Support Services and Oasis Wellness and Recovery Center; support and supervise the Peer Support staff. Manager will oversee scheduling for daily peer support activities, and will promote these services through community...