Job DescriptionThe Business Support Manager II Fiduciary Services & Governance is responsible for providing strategic, operational, and governance support to Fiduciary Services leadership. This role ensures effective oversight of fiduciary activities, governance processes, risk management, regulatory compliance, policy administration, and business operations. The position serves as a key liaison among business leaders, risk partners, compliance teams, legal counsel, auditors, and corporate governance committees, and bank regulators to promote sound fiduciary practices and operational excellence.
Key Responsibilities
Fiduciary Governance & Oversight- Support the development, implementation, and monitoring of fiduciary governance frameworks, policies, and procedures.
- Coordinate fiduciary committee activities, including agenda preparation, meeting materials, minutes, and action-item tracking.
- Monitor adherence to fiduciary standards, regulatory requirements, and internal policies.
- Assist in identifying and escalating fiduciary, operational, compliance, and reputational risks.
- Support governance reporting for executive leadership, boards, and oversight committees.
Business Management & Strategic Support- Provide administrative and operational support to Fiduciary Services leadership.
- Coordinate strategic initiatives, project management efforts, and organizational priorities.
- Develop management reporting, dashboards, and key performance indicators (KPIs).
- Analyze business trends, productivity metrics, and operational effectiveness.
- Assist with budget planning, resource allocation, and expense management.
Risk Management & Compliance- Partner with Risk Management, Compliance, Internal Audit, and Legal teams to address governance and regulatory matters.
- Prepare and coordinate responses to audits, examinations, and regulatory inquiries.
- Track findings, remediation plans, and corrective actions.
- Assist with risk assessments, control testing, and issue management processes.
- Ensure documentation supports regulatory and fiduciary requirements.
Policy & Procedure Administration- Maintain and enhance fiduciary policies, procedures, job aids, and governance documentation in conjunction with business partners
- Coordinate and participate in periodic policy reviews and updates.
- Ensure proper record retention and documentation standards are consistently applied.
- Facilitate communication and implementation of policy changes across the organization.
Reporting & Analytics- Prepare executive-level reports on fiduciary operations, risk metrics, compliance matters, and governance activities.
- Analyze trends and provide recommendations to enhance operational efficiency and risk mitigation.
- Support data integrity and reporting accuracy across fiduciary functions.
- Develop presentations and briefing materials for leadership meetings.
Stakeholder Management- Serve as a trusted partner to Fiduciary Services leadership and business line managers.
- Build collaborative relationships across trust administration, investment management, legal, compliance, risk, operations, and vendor teams.
- Facilitate communication among internal and external stakeholders.
- Support training and awareness programs related to fiduciary governance and compliance.
QualificationsEducation- Bachelor's degree preferred
- 3+ years of experience in financial services preferred
- CTFA certification a plus
Experience- 5-10 years of experience in trust, fiduciary services, wealth management, banking, risk management, governance, compliance, or related functions.
- Experience supporting fiduciary committees, governance programs, or regulatory compliance initiatives.
- Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred.
Knowledge, Skills & Abilities- Knowledge of fiduciary regulations, risk management principles, and governance best practices.
- Strong project management and organizational skills.
- Excellent analytical, reporting, and problem-solving abilities.
- Ability to synthesize complex information and present recommendations to senior leadership.
- Strong written and verbal communication skills.
- Advanced proficiency with Microsoft Office Suite, including Excel, Power BI, Word, and PowerPoint.
- Ability to manage multiple priorities in a fast-paced, highly regulated environment.
- High level of professionalism, integrity, and confidentiality.
Success Factors- Demonstrates strong governance and risk management discipline.
- Maintains attention to detail and accuracy.
- Builds trusted partnerships across the organization.
- Drives continuous process improvement and operational efficiency.
- Supports a culture of fiduciary excellence, compliance, and accountability.
Reporting RelationshipReports to: Director/Vice President, Fiduciary Services or Trust Services Director
Direct Reports: May supervise business support, governance, or administrative personnel as assigned.
This role is critical to ensuring that fiduciary operations are conducted in a safe, sound, compliant, and client-focused manner while supporting the strategic objectives of the organization.
