Vp, Institutional Custody Administration

Gurnee Bank

Base: $71,000 - $92,000; bonus/equity: annual disc...
7-10 years bank trust department experience
Bond accounting proficiency including accruals
Occ fiduciary standards adherence
The Vice President serves as the primary point of contact between Wintrust Private Trust and Great Lakes Advisors relationship managers for institutional custody services

Job Summary

  • The Vice President serves as the primary point of contact between Wintrust Private Trust 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 competitive pay range of $71,000 to $92,000 along with an annual discretionary bonus and comprehensive benefits including a generous 401k match.

Matching Summary

The Vice President serves as the primary point of contact between Wintrust Private Trust and Great Lakes Advisors relationship managers for institutional custody services.

Salary

Base: $71,000 - $92,000; Bonus/Equity: Annual discretionary bonus eligible; 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 accruals
  • OCC fiduciary standards adherence
  • FIS Trust Desk or similar platform familiarity
  • Asset transfer and cash management oversight

Nice-to-have

  • Advanced communication skills written and verbal
  • Precision in documentation and controls
  • Deep regulatory fluency
  • Experience with RFP responses
  • Promote from within culture

Key Requirements

  • Bachelor's degree in finance, accounting, or business
  • 7-10 years of institutional custody experience
  • Solid investment knowledge with bond accounting expertise

Work Rights

Not specified

Tailored Resume

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