Corporate Trust Product Manager

Tata Consultancy Services; Edison (NJ); On-site; USD 149,000 - 201,000; Full time

Benefits offered by this job

Discretionary incentive

Medical coverage

401K plan

Training reimbursement

Commuter benefits

Parental leave

Job summary

Tata Consultancy Services is seeking a Corporate Trust Product Manager to lead discovery, requirements, and workflow analysis for trust administration and related services. The role supports platform modernization, validation, and client workshops across deal structures, payments, and regulatory compliance.

Responsibilities include creating BRDs and user stories, ensuring traceability, and partnering with engineering, operations, and legal to achieve release readiness. Travel may be required.

Qualifications

• Deep knowledge of Corporate Trust deal lifecycle and governance.
• Experience translating legal and regulatory obligations into system requirements.
• Strong ability to create BRDs, functional specs, and UAT scenarios.
• Proven stakeholder management and cross‑functional collaboration.

Responsibilities

• Lead discovery, requirement gathering, process mapping, and gap assessment with stakeholders.
• Translate operating models and documents into system requirements and flows.
• Create BRDs, specs, user stories, use cases, and testing artefacts.
• Validate product capabilities against trust administration and compliance needs.
• Collaborate with product engineering, QA, operations, and legal to ensure readiness.
• Support client pursuits with demos, guidance, and risk‑aware reasoning.
• Contribute assets for workflow automation and control frameworks.

Skills

Product management

Regulatory compliance

Requirements gathering

Workflow analysis

BRD & specs

UAT support

Stakeholder management

Education

MBA

JD

CFA

CTFA

Tools

FIS Global Plus

SEI/T3K

SS&C

Internal trust platforms

Job description

Job Description

Job Description (Summary of the Position)

The Corporate Trust Product Manager will provide hands‑on U.S. Corporate Trust business and platform expertise across Corporate Trust deal administration, trust structures, legal document interpretation, workflow and control design, regulatory and compliance requirements, and also business/system requirements definition related to Trust Accounting , money movement and related processing services. The role will support product capability validation, platform modernization, implementation and migration programs, client workshops, and pre‑sales solutioning for Corporate Trust and Trust accounting services clients.

Key Responsibilities and Role Expectations

• Lead Corporate Trust business discovery, requirement‑gathering, process‑mapping, workflow‑analysis, and gap‑assessment sessions with internal and client stakeholders.
• Translate operating‑model requirements, legal‑document obligations, regulatory requirements, and user workflows into system‑design‑ready business and functional requirements.
• Create and review BRDs, functional specifications, user stories, use cases, process flows, data and reporting requirements, control checklists, requirements traceability matrices, and UAT scenarios.
• Validate Corporate Trust product capabilities against trustee administration, deal structures, payments, documents, compliance, reporting, audit, and control requirements.
• Partner with Product Engineering, architecture, QA, operations, legal, compliance, and implementation teams to clarify requirements, validate developed capability, resolve functional gaps and defects, and support release readiness.
• Support client pursuits and implementation programs with practitioner‑level expertise, demo inputs, industry operating‑model guidance, and audit‑safe requirement rationale.
• Provide business inputs for workflow automation, roles and entitlements, maker‑checker controls, exception processing, compliance monitoring, document management, and operational‑risk controls.
• Contribute reusable Corporate Trust assets, including requirement packs, demo scenarios, operating‑model artifacts, business‑test libraries, control matrices, and client‑facing product evidence.

Qualifications: Required

• 15-25 years of overall experience, preferably including at least 10 years in Corporate Trust, trustee services, agency services, trust operations, or Corporate Trust platform/product implementation.
• Deep, hands‑on knowledge of the Corporate Trust deal lifecycle, including new‑deal onboarding, account setup, administration, ticklers, notices, payments, covenants, events, distributions, and exception handling.
• Strong understanding of bond/indenture trustee services, paying agent, registrar/transfer agent, escrow administration, loan agency, structured finance, CLO, ABS/MBS/CMBS, municipal and corporate debt, reinsurance trusts, and specialized trust structures.
• Ability to interpret trust agreements, indentures, escrow agreements, fiscal agency agreements, servicing agreements, and related legal documents to identify operational obligations, system rules, notifications, controls, and reporting needs.
• Experience with deal setup, party and role maintenance, account structures, principal/income segregation, money movement, waterfall and distribution rules, billings/fees, reconciliations, reporting, lifecycle events, and client‑servicing workflows.
• Working knowledge of the Tru st Indenture Act, SEC‑related trustee obligations, OCC/banking guidance, UCC considerations, state trust requirements, AML/KYC, OFAC, fiduciary controls, operational risk, audit evidence, and examination support.
• Ability to develop business and system requirements, workflows, validations, data requirements, reports, user stories, use cases, and traceability artifacts.
• Experience defining user roles, maker‑checker controls, approvals, alerts, exceptions, audit trails, document‑retention requirements, compliance‑monitoring workflows, and control checkpoints.
• Experience supporting platform validation and UAT, including business‑test‑case preparation, requirement‑coverage confirmation, and functional‑gap identification.
• Hands‑on exposure to Corporate Trust platform modernization, product implementation, conversion, migration, or workflow‑automation programs. Experience with platforms such as FIS Global Plus, SEI/T3K, SS&C, internal trust platforms, or similar solutions is preferred.
• Excellent written and verbal communication, stakeholder‑management capability, and willingness to travel as required.

Qualifications: Preferred

• Experience with SDLC, Agile delivery, and product‑backlog management.
• Experience in product software, SaaS/platform implementation, or financial‑services technology product management.
• Experience supporting RFPs, product demonstrations, client workshops, gap assessments, demo scripts, and pre‑sales solutioning.
• Experience with trust‑platform data migration, source‑to‑target mapping, data cleansing, reconciliation, conversion validation, and cutover readiness.
• Exposure to ISO 20022, ACH, wire, SWIFT, check payments, message processing, and cash operations related to trust administration.
• Understanding of accounting interfaces, general‑ledger integration, tax/reporting needs, and regulatory‑reporting obligations.
• MBA, JD, CFA, CTFA, CTP, or a related financial‑services or trust qualification is preferred.

TCS Employee Benefits Summary

• Discretionary Annual Incentive.
• Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
• Family Support: Maternal & Parental Leaves.
• Insurance Options: Auto & Home Insurance, Identity Theft Protection.
• Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
• Time Off: Vacation, Time Off, Sick Leave & Holidays.
• Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.

Salary Range: $148,800 - $201,300 a year

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