Trusts & Estates Center of Excellence (COE) – Senior Product Associate – Administration Oversight & Training
About The Position
The Trusts & Estates Center of Excellence (COE) supports the Global Private Bank by driving consistency, quality, and risk discipline across trust and estate administration activities. The Senior Product Associate – Administration Oversight & Training supports the Trusts & Estates Center of Excellence by providing partnership, training coordination, and broad process awareness across administration oversight, procedures, and communications. This role supports administration oversight and procedural governance in partnership with COE team members. However, the Senior Product Associate is expected to maintain strong end‑to‑end knowledge of trust and estate administration processes and to support continuity, risk awareness, and effective communication across the practice. The role works closely with COE leadership and business partners, particularly Product Managers and Product Owners, to schedule, develop, and deliver trainings, and to maintain training materials, and ensure communications and reference content accurately reflect current practices and regulatory expectations. The individual also serves as a key point of contact for administration oversight and training‑related inquiries.
Requirements
- Experience in wealth management, private banking, and/or trust and estate administration preferred
- Working knowledge of trust and estate administration processes
- Exposure to quality review, operational risk, or governance activities
- Experience coordinating and delivering training, including developing or maintaining training decks, job aids, or other learning materials.
- Strong communication and interpersonal skills
Nice To Haves
- Strong business and risk awareness
- Clear, effective communication
- Strong organizational skills and attention to detail
- Ability to manage multiple priorities in a lean team environment
- Collaborative, flexible, and solutions‑oriented
Responsibilities
- Administration Oversight Support: Maintain working knowledge of trust and estate administration workflows, including quality review processes and escalation paths; support issue identification, tracking, and follow‑up in partnership with COE team members; and serve as a point of contact for administration‑related questions.
- Procedure Awareness: Maintain familiarity with trust and estate procedures and provide support with updates or edits as needed to ensure alignment with current practices and training materials.
- Training Coordination and Delivery: Coordinate, prepare, and directly deliver new‑hire and refresher trainings; maintain and update training decks, job aids, and onboarding materials.
- Communications & Content: Support internal communications and maintain COE SharePoint content, including training-related materials and reference resources to ensure materials are accurate, clear, and accessible.
- COE Partnership & Coverage: Serve as a point of contact for COE initiatives and support leadership with materials, responses, and ad hoc requests.
Benefits
- We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
- Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
- We also offer a range of benefits and programs to meet employee needs, based on eligibility.
- These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
