Job Details

Regional Trust Manager

Company name

Bank of the West

Organization Type


Job Type


Date Last Verified

Jun 06,2019

Valid Through

Sep 19,2019

Posted on

Apr 20,2019

Years of Experience

Min 5 yrs required


Newport Beach, CA, United States

Employment Type



Practice Area
Finance >> Finance - General
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Regional Trust Manager
The candidate will lead team members in new business acquisition, implementing WMG plans, collaborating with WMG Centers in setting-up and administering investment & Fiduciary accounts, retaining client relationships and developing relationships to their fullest potentially cross-selling services of the Bank. Manage Regional Fiduciary & Portfolio Manager teams. Support WMG Strategic business direction by providing investment and fiduciary oversight to ensure the adherence of both Corporate and WMG policies and procedures. Manage operational investment and fiduciary standards through the development and implementation of proactive client servicing plans. Supports WMG sales efforts by creating efficient processes to support administrative functions. Maintain current and thorough knowledge of laws, rules, regulations and Bank and WMG policies and procedures applicable to the Bank’s investment and fiduciary businesses to minimize risk to the Bank. Advise senior WMG management on key investment and fiduciary issues, regulations, policies and procedures. Maintain a continuous study of financial news, reports, digests , and financial services to keep informed of economic and financial conditions affecting markets subject to investment and fiduciary solutions. Participate in a variety of investment and fiduciary committees within the Bank to provide functional expertise related to fiduciary and investment activities at the Bank. Provides leadership in those committees by serving as Chair or member. Participate in local community and business functions/groups to ensure a positive image for the Bank (e.g. CFA Societies, Bar Associations, Regional Estate or fiduciary group meeting). Actively participates in Bank regulatory examinations and internal audits for the assigned region(s) and in the resolution of examination findings in a timely manner. Assist in developing and managing departmental budgets. Responsible for the recruitment, development, coaching, counseling, discipline, writing and administering of performance reviews in a timely manner and retention of assigned team members. Should have 5+ years’ direct supervisory or managerial experience with employees working local as well as remote. Bachelor's Degree in Finance, Business Administration, or related field required. Master of Law Degree (LLM) and or Doctorate of Juris Prudence Degree (JD) is preferred. CFA is preferred. Certified Trust and Financial Advisor (CTFA) preferred.

Additional info

Reference Id: 044185

Company info

Hiring Coordinator
Bank of the West
4400 MacArthur Blvd
Newport Beach, CA 92660

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