Director, Trust Management CAO

Primary Enterprise Accountabilities

• Translate Trust Company strategy into integrated administration, governance, and operating plans across assigned businesses and workstreams.
• Oversee trust lifecycle routines, including account acceptance policy, onboarding policies, administration policies, discretionary decision support, reviews, exceptions, issue escalation, and account termination.
• Establish clear decision rights, service expectations, governance forums, management information, and escalation pathways across trust administration teams and partners.
• Drive timely resolution of business, operational, control, documentation, and service issues, balancing fiduciary responsibilities, client needs, risk considerations, and execution feasibility.
• Sponsor process simplification, standardization, automation, capacity improvements, and controls that support scalable and sustainable growth.
• Promote consistent fiduciary judgment, role clarity, talent capability, and accountability across trust administration leadership and teams.

Expected Leadership Outcomes

• Consistent, high-quality administration and fiduciary execution across the trust lifecycle.
• Demonstrable regulatory readiness supported by clear governance evidence and disciplined issue management.
• Scalable operating practices that improve service, capacity, control effectiveness, and partner coordination.
• Timely executive visibility to material risks, service concerns, operating trends, and strategic decisions.