Vp, Institutional Custody Administration

Wintrust Wealth Management

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 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 safekeeping 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: Annual discretionary bonus eligible; Benefits: Comprehensive package including 401k match and 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

  • Award-winning workplace culture
  • Promote from within career opportunities
  • Strong internal control environment focus
  • Family-friendly work hours availability

Key Requirements

  • Bachelor's degree in finance, Accounting, or Business
  • 7-10 years of institutional custody experience
  • Advanced fiduciary discipline and regulatory fluency

Work Rights

Not specified

Tailored Resume

Cover Letter