Senior Fiduciary Officer
Core
Senior Relationship Advisor and Senior Fiduciary Manager responsible for complex wealth management client relationships, regional oversight of fiduciary/compliance/risk, and business development.
Role type
Senior IC fiduciary officer (wealth management)
Builds
Trust and estate administration solutions, fiduciary risk management frameworks, and business growth strategies
Domain
Wealth management, trust administration, estate planning, tax law
Required skills
fiduciary expertise, trust administration, estate planning, tax law, investment principles, risk management, negotiation, leadership, business development
Preferred skills
legal background, law school education
Technologies
trust administration systems, compliance tools
Responsibilities
Manage assigned portfolio of wealth management clients; provide advice-driven solutions on trust, tax, and estate matters; oversee regional fiduciary compliance and risk; lead relationship advisors and support business development; participate in fiduciary oversight committees.
Seniority
Senior, hands-on IC with regional leadership