Vp, Institutional Custody Administration

Gurnee Bank

Chicago, IL, United States
Base: $71,000 - $92,000; bonus/equity: annual bonu...
Institutional custody operations
Asset safekeeping and settlement
Fiduciary standards adherence
The Vice President, Institutional Custody Administrator serves as the primary point of contact at Wintrust Private Trust Company with the Great Lakes Advisors (GLA) relationship managers when WPT is asked to serve as Custodian over a GLA managed account/relationship

Job Summary

  • The Vice President, Institutional Custody Administrator serves as the primary point of contact at Wintrust Private Trust Company with the Great Lakes Advisors (GLA) relationship managers when WPT is asked to serve as Custodian over a GLA managed account/relationship.
  • The role will focus on a high level of client service including prompt attention to client requests, both externally and internally with WPT and GLA partners.
  • The VP Custody Administrator will ensure strict adherence to banking regulations, including OCC fiduciary standards, and internal audit requests.

Matching Summary

The Vice President, Institutional Custody Administrator serves as the primary point of contact at Wintrust Private Trust Company with the Great Lakes Advisors (GLA) relationship managers when WPT is asked to serve as Custodian over a GLA managed account/relationship.

Salary

Base: $71,000 - $92,000; Bonus/Equity: Annual bonus eligible; Benefits: Comprehensive benefit package

Skills & Requirements

Must-have

  • Institutional custody operations
  • Asset safekeeping and settlement
  • Fiduciary standards adherence
  • Regulatory compliance
  • Client service excellence

Nice-to-have

  • Award-winning culture
  • Family-friendly work hours
  • Promote from within culture
  • Inclusive workplace

Key Requirements

  • 7-10 years bank trust or custody experience
  • Bachelor's degree in finance or related
  • Proficiency in bond accounting
  • Familiarity with trust accounting systems
  • Advanced fiduciary discipline
  • Advanced regulatory fluency

Work Rights

Not specified

Tailored Resume

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