Trust Services Referral Program Lead

HSBC Holdings plc; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

HSBC Holdings plc in the United States seeks a Trust Services Referral Program Lead to own end-to-end delivery of a scalable trust referral platform within Wealth Planning and Advisory. The role partners with Investment Counsellors and Relationship Managers, coordinating with third-party trust providers to drive client outcomes and revenue growth.

You will oversee governance, measure performance, and ensure risk controls are embedded across multiple jurisdictions while collaborating with risk,

Qualifications

• Knowledge of private banking and affluent market trends.
• Experience in business-facing roles and strategic projects.
• Track record of cross-functional collaboration on large projects.
• Experience in consulting, technology, or management.
• Experience with external relationships including contract negotiation.
• Work with Risk and Control including 2LOD/3LOD alignment.
• Apply risk-based decision making per HSBC’s policies and laws.
• Ability to operate across multiple jurisdictions.

Responsibilities

• Oversee the day-to-day activities of running the Trust Services Referral Program.
• Commercialize the program by applying a broad understanding of functional areas and business principles.
• Identify internal and external stakeholders and build and manage relationships across key organizations.
• Define and produce metrics that support governance, program success, and NNIA identification from trust referrals.
• Strengthen the trust referral process and procedures for client-facing roles including RMs, Wealth Planners, and ICs.
• Negotiate contracts with third-party trust providers and manage relationships in line with HSBC’s Third-Party Risk Management policy.
• Advance technology initiatives to support delivery of the trust referral program including on the SEI platform.
• Communicate status, issues, and risk disposition to stakeholders including senior management and coordinate mitigations.

Skills

Private banking

Program management

Cross-functional collaboration

Contract negotiation

Risk and controls

Regulatory compliance

SEI platform

Tools

SEI platform

Job description

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Ready to build a trust referral platform that delivers value across Wealth?

Why HSBC

HSBC is one of the largest banking and financial services organizations in the world. Guided by our purpose of opening up a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.

The Opportunity

The Trust Services Referral Program Lead has end-to-end responsibility for building a consistent, sustainable, and growth-focused trust referral platform across Wealth. This is a revenue-generating program used by Wealth’s sales organization to help clients meet their trust service’s needs. You’ll sit within Wealth Planning and Advisory and work closely with Investment Counsellors and Relationship Managers across Wealth while maintaining strong working relationships with third-party trust providers. The role has broad exposure across Sales, Vendor Management, Relationship Management, the SEI platform and Risk and Control with extensive interaction across business and control functions. Success means clear governance and metrics, strong third-party partnerships and a referral process that works consistently across Wealth business lines and jurisdictions.

What you'll be doing

• Oversee the day-to-day activities of running the Trust Services Referral Program
• Commercialize the program by applying a broad understanding of functional areas and business principles
• Identify internal and external stakeholders and build and manage relationships across key organizations
• Define and produce metrics that support governance, program success, and Net New Investable Assets (NNIA) identification from trust referrals
• Strengthen the trust referral process and procedures for client-facing roles including Relationship Managers (RMs), Wealth Planners, and Investment Counsellors (ICs)
• Negotiate contracts with third-party trust providers and manage relationships in line with HSBC’s Third-Party Risk Management policy
• Advance technology initiatives to support delivery of the trust referral program including on the SEI platform
• Communicate status, issues, and risk disposition to stakeholders including senior management and coordinate mitigations

What we're looking for

• Bring good knowledge of private banking and affluent market trends
• Demonstrate substantial experience in business-facing roles and strategic projects and or program management
• Show a proven track record collaborating across teams and cross-functional areas on large strategic projects
• Bring experience gained in business-facing roles including consulting, technology and or management
• Demonstrate proven experience engaging in external business relationships including contract negotiation
• Partner effectively with Risk and Control including engagement with Second Line of Defense (2LOD) and Third Line of Defense (3LOD) to address gaps, audits, and exams
• Apply risk-based decision making aligned to HSBC’s values, policies and applicable laws, rules, and regulations
• Work effectively across multiple jurisdictions while maintaining adherence to program processes, procedures, methods, and standards

Strengthening trust referrals at scale

This role sits at the intersection of client needs, referral execution, and third-party partnerships. You’ll shape how trust services referrals are governed, measured, and delivered across Wealth while keeping Risk and Control at the center of delivery. If you want to build a sustainable platform that helps client-facing teams support better client outcomes this role offers real visibility and impact.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.