Risk Manager - Fiduciary Management Services - Las Vegas, Nevada United States - 19462



JOB DESCRIPTION

Job #: 19462
Title: Risk Manager - Fiduciary Management Services
Job Location: Las Vegas, Nevada - United States
Employment Type:
Salary: $90,000.00 - $155,000.00 - US Dollars - Yearly
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Opportunity to deliver exceptional experiences for customers.  Our client is committed to being the best financial services provider in the world, balancing desire with precision to deliver superior solutions for all clients.  They value customer centric mindset and have successfully developed most extensive banking franchise in this country.

This opportunity is within the Wealth Management business.  The Fiduciary Management Services offices support clients and field offices by providing trust administration, investment management, and fiduciary services. 

The primary function of the Risk Manager is to is to proactively mitigate operating losses and fiduciary risk exposure within a FMS environment. This position works closely with the Director, Fiduciary Team Managers and team members within the  offices to develop and expand business.

JOB DESCRIPTION

  • The individual will identify and develop financial planning opportunities.
  • Monitor fiduciary administrators as managing their book according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met.
  • Perform internal audits to verify compliance with established standards and partners directly wit risk partners.
  • Provides fiduciary oversight and answers difficult or complex questions regarding trust taxability, document interpretation and fiduciary risk management. Reviews documents and works with team members to ensure proper documentation for all discretionary requests from clients.
  • Will act as mentor within the organization.
  • Assist in the design and implementation of procedures, controls and guidelines designed to meet policy requirements while creating processes and strategies to enhance the overall effectiveness of the group and client experiences. 

QUALIFICATIONS

8+ years of experience in one or a combination of the following: relationship management, financial, trust, or legal industry experience

Desired Qualifications:
•Ability to develop partnerships and collaborate with other business and functional areas
•Ability to implement a solution and communicate, in clear business terms, the benefits of the proposed risk management approach 
•Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
•Ability to review trust agreement documents and ensure bank compliance
•Exposure to Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems)
•Strong relationship management skills
•Strong risk management and compliance skills
•Strong analytical skills with high attention to detail and accuracy
•Certified Trust and Financial Advisor (CTFA) or Chartered Financial Analyst (CFA) or similar designation
•A BS/BA degree or higher (such as MBA/JD/LLM) in business, management, law or trust and wealth management
•Ability to effectively work with fiduciary administrators, team leads and Fiduciary Team Managers in a team environment
•Ability to provide fiduciary oversight to complex questions regarding trust taxability, document interpretation and fiduciary risk management
•Demonstrated working knowledge of fiduciary operational and risk mitigation standards, including the ability to effectively communicate related policies and procedures
•Extensive knowledge of trust, fiduciary law, and federal regulations in a Risk Management Role
•Experience working in a Fiduciary Management Services office

Education:
University - Bachelor's Degree/3-4 Year Degree

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