Make an impact as a Regional Trust Officer Manager overseeing a comprehensive Wealth Management platform at a seasoned Regional Bank. This role blends compliance, profit oversight, and strategic team leadership.
As a leader, you will manage a team of trust officers, ensuring adherence to compliance standards while driving business growth. Your responsibilities include cultivating existing client relationships and capturing new business opportunities. This position requires a proactive mindset to navigate fiduciary challenges and develop an creative wealth management strategy.
Key Responsibilities:
• Manage and mentor a team of trust professionals
• Oversee profitability and compliance in Trust Management
• Deepen and cultivate client relationships effectively
• Drive innovative strategies to attract new business
• Shape the wealth management platform for the future
Requirements:
• 7-10 years in Personal Trust, Estate & Probate sectors
• 4-7 years of leadership experience in finance
• At least 7 years of personal financial planning
• Bachelor’s degree is required; JD, CFP®, CTFA preferred
• Strong analytical skills to identify fiduciary issues
Lead the transformation of wealth management by blending client care with strategic foresight and team excellence.
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