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VP, Conventional Trust
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Insight Global
Houston, TX (In Person)
Full-Time
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Job Description
Job Description A large financial client is hiring for their Conventional Trust team. This role is responsible for managing client relationships and servicing client accounts across cash, securities, and commercial paper workflows. The position involves handling service requests, proactively resolving exceptions and inquiries, and ensuring timely escalation of issues. This role is responsible for supporting day-to-day client operations by managing relationships, servicing accounts, and resolving inquiries across cash, securities, and commercial paper workflows. The position ensures timely investigation and resolution of exceptions, collaborating closely with cross-functional teams to address complex issues and deliver effective solutions. It also supports client onboarding, account setup, and settlement validation, while maintaining accurate documentation, reporting, and performance metrics. The role operates within established risk and compliance frameworks, ensuring adherence to procedures while identifying opportunities to enhance processes and improve overall operational efficiency. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.
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Insight Global's Workforce Privacy Policy:
https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements- 7+ years of experience within financial operations and Conventional Trust
- Bachelors degree in Finance or related field
- Familiarity with market utilities and messaging (e.g., SWIFT, Fedwire, DTCC/NSCC, custodians, counterparties)
- Great attention to detail and ability to multitask
- Experience integrating in AI solutions