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About the Role
The Trust Services Referral Program Lead will build a consistent, sustainable, and growth-focused trust referral platform across Wealth. This revenue-generating program assists the sales organization in meeting client trust service needs. The role involves working closely with various teams within Wealth and external trust providers, offering broad exposure across Sales, Vendor Management, Relationship Management, and the SEI platform.
Responsibilities
- Oversee the day-to-day activities of running the Trust Services Referral Program
- Commercialize the program by applying a broad understanding of functional areas and business principles
- Identify internal and external stakeholders and build and manage relationships across key organizations
- Define and produce metrics that support governance, program success, and Net New Investable Assets (NNIA) identification from trust referrals
- Strengthen the trust referral process and procedures for client-facing roles
- Negotiate contracts with third-party trust providers and manage relationships in line with HSBC’s Third-Party Risk Management policy
- Advance technology initiatives to support delivery of the trust referral program including on the SEI platform
- Communicate status, issues, and risk disposition to stakeholders including senior management and coordinate mitigations
Requirements
- Bring good knowledge of private banking and affluent market trends
- Demonstrate substantial experience in business-facing roles and strategic projects and/or program management
- Show a proven track record collaborating across teams and cross-functional areas on large strategic projects
- Bring experience gained in business-facing roles including consulting, technology and/or management
- Demonstrate proven experience engaging in external business relationships including contract negotiation
- Partner effectively with Risk and Control including engagement with Second Line of Defense (2LOD) and Third Line of Defense (3LOD) to address gaps, audits, and exams
- Apply risk-based decision making aligned to HSBC’s values, policies and applicable laws, rules, and regulations
- Work effectively across multiple jurisdictions while maintaining adherence to program processes, procedures, methods, and standards
- Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Experience Level
- Substantial experience in business-facing roles and strategic projects and/or program management
- Experience gained in business-facing roles including consulting, technology and/or management
- Proven experience engaging in external business relationships including contract negotiation
Salary/Compensations
- Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location
Benefits
- Access to tailored professional development opportunities
- Competitive pay and benefits package
- Robust Wellness Hub
- Welcoming and inclusive work environment
- Empowerment to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
- Opportunity to join Employee Resource Groups
About the Company
- HSBC is one of the largest banking and financial services organizations in the world.
- Guided by our purpose of opening up a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.
Equal Opportunity
- All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.