Job Description
Fiduciary Director - Senior Role in Wealth Management
Salary Information: Competitive salary based on experience and qualifications
Job Title: Fiduciary Director
Experience: Over 15 years of experience in Trust Administration and Fiduciary oversight for Personal Trusts
Location: 2 locations available (United States of America)
Department: Wealth Management
H1: Lead and Oversee Wealth Management as a Fiduciary Director
H2: Senior Role in Trust Administration and Fiduciary Oversight
Bullet Points:
- The Fiduciary Director is a senior role responsible for leading and overseeing all trust administration, new business engagement risk oversight, compliance, and client delivery commitments for their respective location. - This role is accountable for the performance of all team members and partnerships with various areas within Wealth, such as Fiduciary Practice, Risk, Compliance, Legal, and Audit. - The Fiduciary Director is responsible for coordinating and executing direct partnership engagements with Wealth Leadership and local market Fiduciary and Investment leaders. - This position requires a college degree with a preferred emphasis on Business or Finance and significant experience in Trust Administration and Fiduciary oversight. - Preferred qualifications include a CTFA or similar designation, advanced degree, prior direct Trust Administration experience, and proficiency with various computer and systems applications. - **MEMBERS ONLY**SIGN UP NOW*** offers a generous benefits package for eligible employees, including medical, dental, vision, life insurance, disability, tax-preferred savings accounts, and a 401k plan. - Competitive salary based on experience and qualifications.
Overall, the Fiduciary Director is a key role in Wealth Management, responsible for the successful execution and leadership of all trust administration and fiduciary oversight activities. This position requires a strong background in Trust Administration and Fiduciary oversight, as well as excellent communication and leadership skills. If you have a passion for wealth management and a desire to make a significant impact in the industry, this may be the perfect opportunity for you. Apply now to join our team and help us deliver exceptional service to our clients.
