Trusts & Estates Center of Excellence (COE) – Senior Product Associate – Administration Oversight & Training
On-site · New York City, New York, United States
Job Summary
Senior Product Associate in the Trusts & Estates COE providing partnership, training coordination, and governance support. Responsible for scheduling, developing and delivering new-hire and refresher trainings; maintaining training decks, job aids, and onboarding materials; supporting internal communications and COE SharePoint content; serving as a point of contact for administration-oversight inquiries; collaborating with COE leadership, Product Managers and Product Owners to reflect current practices and regulatory expectations in materials and communications.
Required Qualifications
- 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
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.