Hiring: Trust Operations Lead Company: Rockefeller Capital Management Location: Wilmington, DE Job Posted Time: 2026-09-10 11:27:30 Target Skills & Keywords : Quality Assurance About the job Experience: •15 years of experience in Trust Operations, including leadership of regulated fiduciary operations at scale. Required Skills: •Lead, manage, and develop a team of Trust Operations professionals, establishing clear accountability, coverage, and a consistent daily operating cadence across the Delaware and nationally chartered trust companies. •Own the end-to-end Trust Operations operating model — people, process, and technology — establishing the practices, processes, and procedures that govern trust account transactions and fiduciary account administration. •Play a major role in managing the relationship with the firm’s trust platform technology provider, including service levels, system releases and upgrades, automation, and integration across multiple inter-related platforms. •Design, implement, and own end-to-end control frameworks across systems, with clear ownership, evidence standards, and governance. •Anticipate emerging control weaknesses early, pressure-test processes, and prevent repeat failures through proactive, prevention-first issue management. •Manage relationships with external custodians, systems vendors, proxy voting vendors, statement vendors, and tax reporting providers; resolve complex, sensitive issues involving securities trades and trust account transactions. •Oversee the timely and accurate completion of trust regulatory and tax reporting, including OCC fiduciary requirements (Regulation 9) and annual Reg 9 account reviews, call reports, and applicable state and federal filings, in coordination with Compliance and Tax. •Drive complex, cross-functional workstreams and transformation initiatives with clear timelines, accountability, escalation paths, and closure of open items. Qualifications: •Bachelor’s degree required. •10–15 years of experience in Trust Operations, including leadership of regulated fiduciary operations at scale. •Demonstrated experience owning the relationship with — and the implementation, optimization, and integration of — a trust accounting or trust platform technology provider. •Deep knowledge of trust and fiduciary requirements, including OCC Regulation 9, account and asset transfer policies, securities settlement, and fiduciary tax reporting. •Thorough knowledge of securities and securities trading. •Track record of designing and owning end-to-end control frameworks in an audit- and examination-ready environment. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!