Job Description
This is a pivotal leadership role for an experienced fiduciary professional who enjoys setting direction, leading people, and strengthening client relationships. This role sits at the heart of the business, combining client service excellence, commercial oversight, and regulatory leadership!
Duties for this role include, but are not limited to:
- Contribute to overall business strategy as a member of the senior leadership team.
- Develop and deliver a client service strategy to enhance satisfaction, retention, and growth.
- Lead and oversee the Private Wealth team responsible for trust, company, and pension services.
- Act as a senior escalation point for key clients and complex matters.
- Drive operational efficiency, service quality, and continuous improvement initiatives.
- Ensure services are appropriately scoped, billed, and reviewed to reflect value delivered.
- Identify opportunities...