Senior Trust Officer and Director
Core
Oversees Trust & Estate account management, fiduciary administration, and strategic business development for high-net-worth clients.
Role type
Senior Trust Officer and Director (Wealth Sales & Service)
Builds
Fiduciary accounts, trust/agency/probate portfolios, and strategic business initiatives.
Domain
Financial Services / Wealth Management / Trust & Estate Law
Required skills
Trust administration, fiduciary law, estate planning, tax regulations, investment management, strategic planning, vendor management, change management, data analysis, stakeholder management
Preferred skills
Bachelor's degree in Finance, expert knowledge of trust tax and accounting, industry network
Technologies
Databases, reporting tools, dashboards
Responsibilities
Manage trust, agency, or probate accounts in the role of trustee; make presentations to clients/prospects; oversee content and marketing materials for new business proposals; lead strategic initiatives and business group programs; manage vendor relationships and contract negotiations; design and implement training programs; monitor performance and address issues; ensure compliance with regulatory and ethical requirements.
Seniority
Senior, hands-on IC with strategic leadership