Vp, Institutional Custody Administration

Wintrust Financial Corporation

Base: $71,000 - $92,000; bonus: eligible for annua...
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7-10 years bank trust department experience
Bond accounting proficiency including amortization
Occ fiduciary standards adherence
** Wintrust Financial Corporation is seeking a Vice President, Institutional Custody Administrator, to serve as the primary contact for custody-related matters within their wealth management division. The role emphasizes client service, regulatory adherence, and oversight of custody operations, requiring significant experience in institutional custody and trust operations. **

Job Summary

  • The Vice President serves as the primary point of contact between Wintrust Private Trust Company and Great Lakes Advisors relationship managers for institutional custody services.
  • This role ensures strict adherence to banking regulations including OCC fiduciary standards while overseeing asset safekeeping, settlement, and reconciliation functions.
  • Wintrust offers a comprehensive benefits package including medical, dental, vision, life insurance, and a 401k plan with a generous company match.

Matching Summary

Match Score: 75

** Wintrust Financial Corporation is seeking a Vice President, Institutional Custody Administrator, to serve as the primary contact for custody-related matters within their wealth management division. The role emphasizes client service, regulatory adherence, and oversight of custody operations, requiring significant experience in institutional custody and trust operations. **

Salary

Base: $71,000 - $92,000; Bonus: Eligible for annual discretionary bonus; Benefits: Medical, dental, vision, life, 401k with match, tuition reimbursement

Skills & Requirements

Must-have

  • 7-10 years bank trust department experience
  • Bond accounting proficiency including amortization
  • OCC fiduciary standards adherence
  • FIS Trust Desk or similar platform knowledge
  • Asset transfer and cash management oversight

Nice-to-have

  • Award-winning workplace culture
  • Strong internal control environment
  • Advanced written and verbal communication skills
  • Promote from within career opportunities

Key Requirements

  • Bachelor's degree in finance, accounting, business, or related field
  • 7-10 years of bank trust department or institutional custody experience
  • Solid investment knowledge with specific proficiency in bond accounting

Work Rights

Not specified

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