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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing operations for trust accounts, including payments, reconciliations, and regulatory reporting, while leading teams in high-growth fintech environments. Proven ability to optimize processes and enhance service delivery through data-driven decision-making and collaboration with cross-functional teams.
Highest-signal resume keywords
Payments Operations ManagementTrust Accounting StandardsLeadership in FintechAPI-First EnvironmentsCross-Border Payments Expertise
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Payments ProcessingReconciliationTrust Banking OperationsData-Driven Decision MakingProcess OptimizationFinancial InfrastructureTransaction FlowsDigital WalletsRegulatory CompliancePerformance Metrics Tracking
Soft Skills
LeadershipCommunicationStakeholder Management
Tools & Technologies
FISSEIFiserv
Industry Keywords
FintechTrust AccountsOperational EfficiencyCustomer OnboardingAI Tooling
About the role
Key responsibilities & impact- Lead the regional North American Operations team and manage all Analysts in the region, including Incident Leads
- Manage regional team capacity and identify resource constraints
- Foster continuous learning, experimentation, and improvement
- Manage end-to-end operations for trust accounts, including maintenance, asset transfers, distributions, and closures
- Ensure timely and accurate processing of payments, settlements, and corporate actions
- Oversee reconciliations across custodial, cash, and securities positions
- Manage regulatory and fiduciary reporting obligations, including trust accounting standards and audit requests
- Lead regional operations and ensure consistent service delivery and operational efficiency globally with other Heads of Operations
- Oversee payment processing, reconciliation, payment operations, partner integrations, customer onboarding, and support experiences
- Identify and propose process efficiencies, including appropriate use of AI tooling
- Track and improve team performance metrics and SLA expectations for customer support and onboarding
- Collaborate with Banking Partnerships and Relationship Management on customer retention and third-party provider performance
- Partner with product and engineering leads on roadmap visibility, analyst coverage, requirements discovery, and testing
- Handle, track, and report complaints in line with internal and regulatory requirements
Requirements
What you’ll need- Minimum 5 years of experience in payments or fintech operations
- Strong track record of leadership
- Deep understanding of cross-border payments, transaction flows, FX, digital wallets and financial infrastructure
- Deep understanding and experience of working in API-first environments
- Experience operating in regulated environments and across multiple jurisdictions
- Proven ability to scale operational teams and systems in high-growth fintech environments
- Experience in trust and/or banking operations
- Experience with trust/core banking platforms (e.g., FIS, SEI, Fiserv)
- Strong leadership, communication, and stakeholder management skills
- Data-driven mindset with hands-on familiarity with tools for process optimization and reporting
- Experience working in a scale-up environment
- Candidates must have the right to work in the jurisdiction where they work
Benefits
Comp & perks- Agile, flexible working culture
- Inclusive work environment
- Accommodations during the recruitment process
- Equal opportunities employer
