Senior Trust Officer and Director
Core
Senior Trust Officer and Director providing high-quality sales and service to Trust & Estate clients, managing fiduciary accounts, and leading strategic initiatives for business growth and compliance.
Role type
Senior IC Trust Officer and Director (Wealth Sales & Service)
Builds
Trust, agency, and probate accounts; strategic business programs; vendor solutions; client relationship management.
Domain
Financial Services / Wealth Management / Trust & Estate Administration
Required skills
Trust administration, fiduciary laws, estate planning, trust tax, trust accounting, investment management, risk management, strategic planning, vendor management, data analysis, change management, contract negotiation, regulatory compliance.
Preferred skills
Bachelor's degree in Finance, expert verbal/written communication, analytical problem solving, influence, cross-group collaboration, data-driven decision making.
Technologies
Databases, reporting tools, dashboards, risk management frameworks, policies and procedures manuals.
Responsibilities
Oversee provision of content and marketing materials for new business proposals; identify opportunities to grow existing relationships and develop new business; make presentations to clients/prospects; provide day-to-day technical support for fiduciary account management; manage trust, agency, or probate accounts in the role of trustee; make recommendations to senior leaders on strategy; act as subject matter expert on regulations and policies; manage resources and lead execution of strategic initiatives; conduct independent analysis to resolve strategic issues; coordinate management of databases; monitor and track performance; design and produce reports and dashboards; lead change management programs; lead development of communication strategies; lead execution of operational programs; lead management of governance meetings; oversee design and implementation of tools and training; act as day-to-day contact for vendors; lead contract negotiations with vendors; oversee maintenance of Policies and Procedures Manual; lead/participate in design and management of core business processes; develop and manage business programs; provide administrative support including financial reports and asset reconciliation; follow through on risk and compliance processes; protect bank's assets and comply with regulatory requirements; operate at an enterprise-wide level as a specialist resource.
Seniority
Senior, hands-on IC with strategic leadership