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About the Role

The First Vice President, Director of Trust Operations leads the Trust Operations function, overseeing critical day-to-day activities to ensure accurate and timely processing across trust and custody operations. This role involves managing the team, maintaining a strong control framework, overseeing vendor performance, and identifying process improvement opportunities.

Responsibilities

Provide strategic direction and hands-on leadership for Trust Operations, aligning departmental priorities with organizational goals, regulatory requirements, and operational risk expectations.
Oversee transactional processing and daily control execution to ensure accuracy, timeliness, and adherence to service levels and policies.
Maintain a strong control environment by managing operational KPIs and KRIs, reviewing control effectiveness, and monitoring key operational risks.
Identify root causes of operational issues, resolve escalated matters, and implement remediation plans.
Promote Operational Excellence through continuous improvement and standardization initiatives.
Leverage technology, automation, AI-enabled tools, Copilot, and data-driven solutions to enhance productivity and quality.
Maintain current policies, procedures, process flows, and desktop guidance.
Manage vendor oversight responsibilities, including service level performance and issue escalation.
Support risk and control activities, including Business Impact Analysis, Disaster Recovery testing, and audits.
Lead the Operational Services and Reconciliation and Control teams, providing supervision, coaching, and talent development.
Partner with Trust business teams and other internal stakeholders to resolve issues and support business needs.
Perform other duties and responsibilities as assigned by management.

Requirements

Bachelor’s degree in finance, business administration, operations, or a related field, or equivalent combination of education and relevant experience.
Minimum of ten years of progressive experience in securities, custody, trust operations, or related financial services operations, including demonstrated experience leading teams and managing complex operational functions.
Comprehensive knowledge of trust, custody, and securities operations, including transaction processing, cash management, trade support, reconciliations, exception management, fund accounting, and related control activities.
Strong understanding of securities industry practices, operational risk management, internal controls, service level expectations, and applicable regulatory requirements.
Demonstrated ability to assess operational risks, analyze KPIs and KRIs, identify root causes, resolve escalated issues, and implement effective remediation and process improvement plans.
Experience promoting Operational Excellence through process optimization, standardization, automation, technology adoption, AI-enabled tools, Copilot, and data-driven solutions.
Proven ability to develop, coach, supervise, and hold teams accountable while supporting talent development, cross-training, succession planning, and operational coverage.
Strong vendor management skills, including experience overseeing service level performance, issue escalation, and third-party risk management activities.
Excellent verbal and written communication, interpersonal, collaboration, and stakeholder management skills.
Proficiency with Microsoft Office applications, including Excel and Word, and ability to use industry-specific systems and reporting tools.
Knowledge of the Global Plus system and other FIS core products preferred.
Ability to work in a fast-paced, deadline-driven environment, manage multiple priorities, exercise sound judgment, maintain attention to detail, and act with an appropriate sense of urgency.

Skills

Trust Operations
Custody Operations
Securities Operations
Transactional Processing
Cash Management
Trade Support
Reconciliations
Exception Management
Control Execution
Vendor Management
Process Improvement
Risk Management
Operational Excellence
Technology Adoption
Automation
AI-enabled tools
Copilot
Data-driven solutions
Team Leadership
Coaching
Talent Development
Microsoft Office (Excel, Word)
Global Plus system (preferred)
FIS core products (preferred)

Location

New York City, NY

Work Type

Hybrid

Experience Level

10+ years of progressive experience in securities, custody, trust operations, or related financial services operations
Demonstrated experience leading teams
Demonstrated experience managing complex operational functions

Education Level

Bachelor’s degree in finance, business administration, operations, or a related field, or equivalent combination of education and relevant experience.

Salary/Compensations

$150,000.00 – $165,000.00

About the Company

Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer.
AmeriCorps, Peace Corps and other national service alumni are encouraged to apply.
View our Pay Transparency Statement.
Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment.
At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager.
Amalgamated Bank does not sponsor applicants for work visas.

Equal Opportunity

Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans.
AmeriCorps, Peace Corps and other national service alumni are encouraged to apply.