Senior Trust Account Manager - Institutional (Middle Office) at FIS

Role Overview

The Senior Trust Account Manager in the Institutional Middle Office at FIS is a critical role responsible for maintaining the books and records for collateral managers who have outsourced their middle office operations to FIS. This position serves as the primary point of contact for assigned institutional outsourcing clients, delivering exceptional service and relationship management to support trust business objectives. The Senior Trust Account Manager oversees daily transaction and reporting activities, ensuring timeliness and accuracy while leading a team of support personnel. This role requires a strong understanding of financial services, particularly in institutional assets, and excellent communication and leadership skills.

Day in the Life

A typical day for a Senior Trust Account Manager involves:

• Overseeing daily transaction and reporting activity for assigned outsourcing relationships.
• Supporting personnel at client institutions in day-to-day routines and financial processing.
• Ensuring quality service levels and performing daily servicing activities.
• Establishing operational objectives and work plans.
• Leading and managing a team of support personnel.
• Communicating the status of client assignments with relationship managers.
• Selecting, developing, and evaluating personnel.
• Adhering to budgets, schedules, and performance requirements.
• Serving as the primary point of contact for clients and addressing their needs.
• Maintaining strong relationships with key stakeholders.
• Monitoring and analyzing key performance indicators (KPIs).
• Ensuring compliance with regulations and internal policies.

Why Houston, Texas?

Houston, Texas, offers a vibrant business environment and a high quality of life. As a major financial center, Houston provides numerous opportunities for professional growth and development in the financial services industry. The city boasts a diverse economy, affordable housing, and a thriving cultural scene. Additionally, the virtual nature of this position allows for flexibility and the potential to work from other locations, while still being connected to the Houston-based team.

Career Path

The Senior Trust Account Manager role offers a clear career path within FIS. Advancement opportunities may include:

• Team Lead
• Assistant Vice President
• Vice President
• Director
• Senior Director

These roles provide increased responsibilities and leadership opportunities within the company.

Salary & Benefits

The estimated salary range for this position is $110,000 to $190,000 annually, depending on experience and qualifications. FIS offers a comprehensive benefits package, including:

• Competitive health insurance (medical, dental, and vision)
• Paid time off (PTO) and paid holidays
• 401(k) retirement plan with company match
• Employee stock purchase plan (ESPP)
• Life insurance and disability insurance
• Flexible spending accounts (FSAs) and health savings accounts (HSAs)
• Wellness programs and an employee assistance program (EAP)
• Tuition reimbursement and professional development opportunities
• Employee referral program and commuter benefits

FIS Culture

FIS is committed to fostering a diverse, inclusive, and collaborative work environment. The company values innovation, continuous learning, and giving back to the community. Employees are encouraged to share their ideas, develop their skills, and make a positive impact on the world of fintech. FIS offers numerous opportunities for professional growth and development, as well as a supportive and engaging culture.

How to Apply

Interested candidates are encouraged to apply online through the FIS careers website. Please submit a resume and cover letter highlighting your qualifications and experience. The application process may include:

• Online application form
• Resume and cover letter submission
• Phone screening interview
• Virtual or in-person interview(s)
• Background check and drug screening

Please note that the application process may vary depending on the specific role and location.

FAQ

1. What are the key responsibilities of a Senior Trust Account Manager?

   The Senior Trust Account Manager oversees daily transaction and reporting activities, supports client personnel, ensures quality service levels, establishes operational objectives, leads a team of support personnel, and maintains strong client relationships.

2. What qualifications are required for this role?

   A Bachelor’s degree in business administration or finance, 10+ years of financial services experience in institutional assets, 2+ years of leadership experience, and a strong understanding of trust accounting principles are required.

3. What is the career path for this position?

   The career path may include advancement to Team Lead, Assistant Vice President, Vice President, Director, and Senior Director roles within FIS.

4. What benefits does FIS offer?

   FIS offers a comprehensive benefits package, including health insurance, paid time off, a 401(k) plan, employee stock purchase plan, and tuition reimbursement.

5. What is the company culture like at FIS?

   FIS fosters a diverse, inclusive, and collaborative work environment, valuing innovation, continuous learning, and community involvement.

6. What is the salary range for this position?

   The estimated salary range for this position is $110,000 to $190,000 annually, depending on experience and qualifications.

7. Is this position remote?

   Yes, this position is offered as a virtual role based out of Houston, Texas.

8. What software and systems experience is helpful in this role?

   Experience with trust systems, Microsoft Office Suite, and other financial software is highly beneficial.

9. What are the opportunities for professional development at FIS?

   FIS offers numerous opportunities for professional development, including tuition reimbursement, training programs, and mentorship opportunities.

10. How can I learn more about FIS and its culture?

    You can visit the FIS website and social media pages to learn more about the company, its values, and its employees.