Overview In this role you provide fiduciary guidance and solutions to high net worth clients as part of the wealth team. You collaborate with Wealth Advisors and Investment Managers to expand relationships and capture new opportunities. You'll advise on estate planning, trust administration, taxation, and risk strategies while aligning with internal risk and governance standards. The position focuses on building a book of business in the $10-$25M range and influencing client outcomes through expertise and cross-functional partnership.
Compensation / Benefits- medical, dental, vision, life insurance
- disability coverage
- tax-advantaged savings accounts and 401k
- vacation and sick leave
- paid holidays
- potential pension plan, RSUs, or deferred compensation
Responsibilities- Collaborate with Wealth Advisor and Investment Manager to deliver fiduciary advice and solutions
- Provide financial planning guidance in estate planning, charitable and risk solutions
- Interpret complex fiduciary documents and strategies
- Conduct client/ prospect meetings on trust administration, discretionary actions, taxation, etc.
- Gather client information and coordinate with internal teams to complete account administration tasks
- Adhere to internal policies and governance standards; address issues independently with escalation when needed
- Identify and develop a book of business with focus on $10M-$25M opportunities
Key requirements- Four-year college degree in Accounting, Finance, Business Management, Trust Administration or Law
- 7+ years of fiduciary experience with focus on business development and relationship management
- Effective verbal and written communication skills
- Proven analytical ability and detail orientation
- Strong computer skills including Microsoft Suite and ability to learn proprietary platforms
- Strong communication
- Analytical mindset
- Detail-oriented
- Relationship management
- Microsoft Suite
- proprietary bank platforms and software
