Manager, Income Plans and Estates

The Manager, Income Plans and Estates oversees a specialized processing unit within the Client Services Department of Global Wealth Management, ensuring high-standard processing of registered accounts and estate processes in compliance with regulatory requirements. The role involves managing staff resources, resolving escalation issues, and collaborating with various stakeholders to interpret new legislation and mitigate operational risks. Additionally, the manager is responsible for overseeing tax reporting, system changes, and annual reviews to maintain accuracy and compliance.