In this role, you will maintain extensive contact with personal trust relationship managers, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of trust/agency requirements and coordinate portfolio activity.
In this role, you will ensure the FIA senior portfolio manager can remain focused on the capital markets and their clients portfolios, the team includes separate asset servicing and administration professionals to service non-investment related needs.
In this role, you will be responsible for achieving predetermined brand, volume, distribution and other related sales activity goals (displays, retail ads, shelf placement, drink lists, menus, managed promotions, etc) on monthly and quarterly basis.
The Compliance Database Portfolio Manager role provides strategic thought leadership, applies deep subject matter knowledge of database and technology governance to drive a consistent database architecture, deliver robust and resilient solutions and make decisions that have global impact across the Global Compliance Database landscape of ~2,000 databases.
In this role, you will responsible for tracking key performance metrics, including conducting regular surveys in area of responsibility. Responsible for planning and tracking weekly pre plans by direct reports.