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VP, Conventional Trust

Company

Insight Global

Location

Houston, TX

Posted

July 08, 2026

Position Overview

Job Description
A large financial client is hiring for their Conventional Trust team. This role is responsible for managing client relationships and servicing client accounts across cash, securities, and commercial paper workflows. The position involves handling service requests, proactively resolving exceptions and inquiries, and ensuring timely escalation of issues. This role is responsible for supporting day-to-day client operations by managing relationships, servicing accounts, and resolving inquiries across cash, securities, and commercial paper workflows. The position ensures timely investigation and resolution of exceptions, collaborating closely with cross-functional teams to address complex issues and deliver effective solutions. It also supports client onboarding, account setup, and settlement validation, while maintaining accurate documentation, reporting, and performance metrics. The role operates within established risk and compliance frameworks, ensuring adherence to p...

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