Qualifications

• 7+ years experience in trust and custody operations within regulated financial institutions under OCC jurisdiction.
• Familiarity with OCC standards and fiduciary banking (12 CFR Part 9) regulations.
• Strong knowledge of bank operational controls and internal audit processes.
• Solid understanding of OCC examination procedures.

Responsibilities

• Support the Chief Trust Officer in fiduciary responsibilities for custody activities.
• Oversee fiduciary recordkeeping and necessary documentation per regulations.
• Ensure compliance with OCC fiduciary standards and internal audit protocols.
• Maintain safeguards and controls over fiduciary assets.
• Act as a resource for securities lending operations and fiduciary obligations.
• Prepare audit-ready documentation for reviews and examinations.
• Review third-party vendor relationships for OCC risk compliance.
• Provide regular reports on operational performance and fiduciary activities.

Benefits

• Competitive salary, annual performance-based bonus, and stock grants.
• 401(k) retirement plan with company match.
• 100% employer-paid medical premiums and generous contributions for dental/vision.
• Wellness services including screenings, health coaches, and EAP counseling.
• Up to 16 weeks paid parental leave for eligible employees.
• Company-paid life insurance and disability coverage.
• Flexible Spending Accounts for healthcare, dependent care, and commuting.
• Quarterly fitness stipend for gym membership costs.
• Education reimbursement and professional development opportunities.
• Access to legal services and telehealth options.
• Backup care support through Care.com.
• Daily lunch allowance and fully stocked kitchen with healthy options.