7-10 years bank trust or institutional custody experience
Proficiency in bond accounting and fixed income reconciliation
Deep knowledge of occ fiduciary standards and banking regulations
The role serves as the primary point of contact between Wintrust Private Trust Company and Great Lakes Advisors relationship managers for institutional custody services
Job Summary
The role serves as the primary point of contact between Wintrust Private Trust Company and Great Lakes Advisors relationship managers for institutional custody services.
Candidates must ensure strict adherence to banking regulations including OCC fiduciary standards while overseeing asset transfer, cash management, and trade settlement functions.
Wintrust offers a comprehensive benefits package including medical, dental, vision, life insurance, and a 401k plan with a generous company match.
Matching Summary
The role serves as the primary point of contact between Wintrust Private Trust Company and Great Lakes Advisors relationship managers for institutional custody services.
Salary
Base: $71,000 - $92,000; Bonus/Equity: Eligible for annual discretionary bonus; Benefits: Comprehensive package including medical, dental, vision, life, 401k match, and tuition reimbursement
Skills & Requirements
Must-have
7-10 years bank trust or institutional custody experience
Proficiency in bond accounting and fixed income reconciliation
Deep knowledge of OCC fiduciary standards and banking regulations
Nice-to-have
Experience with FIS Trust Desk or similar core trust systems
Strong internal control environment maintenance skills
Award-winning workplace culture participation
Key Requirements
Bachelor's degree in finance, accounting, business, or related field
7-10 years of bank trust department or institutional custody experience
Advanced fiduciary discipline and regulatory fluency