Lead Business Accountability Specialist

• Lead complex initiatives with broad impact which are designed to mitigate current and emerging business risk issues and concerns
• act as key participant in large-scale, cross-functional planning for the business
• assess, analyze, and design complex and multi-faceted controls, protocols, and approaches with respect to risk mitigation and the control environment, including ensuring effective planning for sustainability, ongoing control adherence, reporting, measurement, technology impacts, and monitoring
• make decisions in complex and multifaceted situations requiring solid understanding of business’s functional area or products, operations, and regulatory environment
• facilitate decision-making and issue resolution, and support implementation of developed solutions and plans
• influence and lead key business partners to meet deliverables and drive new initiatives
• strategically collaborate and consult with peers, colleagues, and mid to senior-level managers to identify current and emerging risks associated with business activities and operations, and provide guidance in interpreting, developing, and implementing risk-mitigating strategies
• act as liaison for the business with external parties to support timeliness, appropriate response strategy, and effectiveness of communications and materials
• lead projects, teams, or serve as a peer mentor
• drive strategic projects that strengthen the firm’s control environment across trust operations, including risk assessments, remediation planning, and governance enhancements
• collaborate with key stakeholders—including legal, compliance, operations, technology, and business leadership—to ensure alignment and accountability
• identify control gaps and emerging risks, and lead root cause analysis and sustainable solution development
• prepare executive-level materials, dashboards, and reporting for risk committees, internal audit, and regulators
• serve as a primary point of contact for audit and regulatory engagements related to trust risk and control matters
• promote a culture of risk awareness and continuous improvement across business lines and control functions

5+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Proven experience leading complex risk management, control, or compliance initiatives within a financial institution or trust company
• strong understanding of trust and fiduciary operations, regulatory requirements, and enterprise risk frameworks
• demonstrated ability to drive cross-functional projects involving legal, compliance, operations, technology, and front-office partners
• excellent communication and stakeholder management skills, including the ability to influence senior leaders and external partners
• strategic thinker with a hands-on approach to problem-solving, risk assessment, and control remediation
• experience with internal audit, regulatory exams, or third-line risk reviews is a plus
• strong analytical skills with high attention to detail and accuracy
• risk reporting
• metrics creation and monitoring
• strong knowledge of fiduciary risk concepts, CTFA or CFP preferred
• ability to identify inefficiencies, opportunities to streamline business processes, and implement change
• proficiency with MS office (MS Word, Excel, PowerPoint)
• self-starter with the ability to work independently and be adaptable to changing work priorities
• thorough understanding of independent risk management

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement