Senior Trust Account Manager – Institutional, Middle Office

Job not on LinkedIn

November 21

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

💵 $112.2k - $188.4k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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FIS

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Fintech • Finance • Banking

FIS is a leading provider of technology solutions for financial institutions, businesses, and governments worldwide. It offers a comprehensive suite of banking, lending, and payment solutions designed to help entities thrive in the digital age. FIS focuses on providing advanced solutions that improve efficiencies, reduce costs, and enhance customer satisfaction by offering services such as digital banking, automated finance, wealth management, and payment processing. With its expertise in fintech, FIS powers the global economy by ensuring secure and efficient money management throughout its lifecycle, from storage and transfer to investment and compliance.

10,000+ employees

Founded 1968

💳 Fintech

💸 Finance

🏦 Banking

📋 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

🎯 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