Sr Trust Officer

Interactive Brokers; Greenwich (CT); Hybrid; USD 140,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Stock grants

401(k) employer match

Health premiums covered

Wellness programs

Education reimbursement

Care benefits

Job summary

Interactive National Trust Bank is seeking a seasoned trust and custody operations professional to oversee fiduciary recordkeeping, compliance with OCC Part 9, and risk controls. You will support the Chief Trust Officer, manage audit-ready documentation, and coordinate vendor reviews to meet regulatory standards.

The role emphasizes collaboration, strong analytical skills, and meticulous governance across fiduciary assets and securities lending operations, with a hybrid work arrangement and

Qualifications

• 7+ years of trust and custody operations experience in a regulated financial institution under OCC jurisdiction.
• Familiarity with OCC fiduciary standards (12 CFR Part 9) and securities lending.
• Strong understanding of bank operational controls, internal audit, and OCC examination processes.

Responsibilities

• Support the Chief Trust Officer in fiduciary responsibilities for custody and safekeeping activities.
• Oversee fiduciary recordkeeping, account setup, periodic reviews and documentation under 12 CFR Part 9.
• Ensure trust operations comply with OCC fiduciary standards, including reviews and audit protocols.
• Maintain safeguards and controls over fiduciary assets.
• Act as a resource for the securities lending team to align with fiduciary obligations.
• Maintain audit-ready documentation, logs, and repositories for OCC exams and audits.
• Assist with third-party vendor reviews to ensure OCC risk expectations.
• Provide regular reports to the Trust Committee on operations, fiduciary activity and risk testing.

Skills

Trust/Custody Ops

OCC Standards

Internal Controls

Job description

This is Hybrid role (4 days in office /1 days remote)

About Your Team

Interactive National Trust Bank (INTB) has received conditional approval from the Office of the Comptroller of Currency (OCC) for the formation of the trust bank. INTB will focus on offering custodial services and securities lending solutions to mutual funds and exchange-traded funds and related services.

What Will Be Your Responsibilities Within INTB

• Support the Chief Trust Officer in fulfilling fiduciary responsibilities for all custody and safekeeping activities.
• Oversee fiduciary recordkeeping, account setup, periodic reviews and documentation required under 12 CFR Part 9.
• Ensure trust operations comply with OCC fiduciary standards, including annual review requirements, internal fiduciary audit protocols, and documentation.
• Maintain adequate safeguards and controls over fiduciary assets.
• Act as a resource for the securities lending team to ensure operations are consistent with fiduciary obligations.
• Maintain audit-ready documentation, operational logs, and evidence repositories in preparation for OCC examinations, fiduciary audits, and supervisory reviews.
• Assist with the review of third-party vendor relationship and ensure all vendors met OCC risk expectations.
• Provide regular reports to the Trust Committee on operational performance, fiduciary activity and control and risk testing.

What Required Skills You Need

• 7+ years of experience in trust and custody operations in a regulated financial institution operating under OCC jurisdiction.
• Familiarity with OCC regulatory standards, fiduciary banking requirements (12 CFR Part 9) and securities lending.
• Strong understanding of bank operational controls, internal audit, and OCC examination processes.

To be successful in this position, you will have the following:

• Self-motivated and able to handle tasks with minimal supervision.
• Superb analytical and problem-solving skills.
• Excellent collaboration and communication (Verbal and written) skills.
• Outstanding organizational and time management skills.

Company Benefits & Perks

• Competitive salary, annual performance-based bonus, and stock grant awards
• 401(k) retirement plan with competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision benefits. 100% employer-paid medical premiums, with generous employer contributions to dental & vision plans as well.
• Wellness screening and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP)
• Generous paid parental leave (up to 16 weeks paid parental leave for eligible employees)
• Company-paid basic life insurance, accidental death & dismemberment (AD&D), and short- and long-term disability coverage
• Flexible Spending Accounts (Healthcare, Dependent Care, and Commuter FSAs)
• Quarterly fitness stipend to offset costs associated with traditional gym and fitness memberships or fees
• Education reimbursement and professional development opportunities
• Legal services, telehealth access, and voluntary insurance options
• Backup child and adult care support through Care.com
• Daily lunch allowance and fully stocked kitchen with healthy breakfast and snack options