Senior Trust Officer senior Fiduciary Specialist - Client Management Team

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Lead Trust Officer (Lead Fiduciary Specialist) - Personal Trust Market Service Team
The candidate will administer large and complex trust portfolio initiatives and deliverables within Fiduciary functional area and contribute to large scale planning. Coordinate with business partners regarding investment management issues. Identify issues and research across jurisdictions. Create, enhance, and expand customer relationships. Review and analyze large, complex business trust asset portfolio challenges that require an in depth evaluation of variable factors. Develop new business through servicing customers and interaction with external resources. Manage probate and trust estates following the death of an existing the firm's client. Resolve complex trust asset portfolio issues and lead Fiduciary team to meet servicing deliverables. Consult with outside attorneys, accountants, and other Centers of Influence in managing and controlling risk. Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements. Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals. Act as a key participant in providing leadership to Investment and Fiduciary Services and its clients. Make decisions in complex situations requiring excellent understanding of the function, policies, procedures, and compliance requirements that influence and lead broader work team to meet deliverables and drive new initiatives. Manage small teams and provide guidance and direction. Collaborate and consult with peers, colleagues, and all levels of management to resolve issues and achieve goals. Lead projects, teams, or serve as a peer mentor. BS/BA degree or higher (such as J.D./LLM) in law or trust and wealth management is preferred. Should have 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Should be certified Trust and Financial Advisor (CTFA).

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