Job Title:
Regional Fiduciary Officer
Job Responsibilities:
The Regional Fiduciary Officer holds a primary responsibility for providing advice, guidance, and training to Private Bank account teams and centralized units on technical fiduciary issues. This role supports sales efforts and administration processes across a fiduciary book of accounts within the company’s risk profile. Key duties include assisting account officers with the exercise of fiduciary discretion and reviewing new business opportunities. The officer is responsible for providing early intervention on fiduciary problems and risk matters. They serve as the primary resource for comprehensive fiduciary and technical advice relating to the administration of Private Bank fiduciary accounts. The role requires in-depth knowledge of general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations pertaining to fiduciaries.
Education and Experience Information:
The desired qualifications for the Regional Fiduciary Officer include:
- A minimum of 5+ years’ experience as a practicing Trusts & Estates lawyer in private practice and/or time employed by a bank, private wealth management firm, or trust company, performing a legal, risk, or fiduciary line of business function. Strong understanding of Delaware directed trusts is preferred.
- Experience working with trust officers/fiduciary specialists and making fiduciary-related risk-reward decisions.
- Demonstrated ability to intelligently and persuasively articulate positions and influence decision makers and management at all levels, as well as COIs and other external partners.
- Technical expertise in areas of fiduciary, planning, tax regulatory, legal, and compliance.
- Strong ability to work in partnership with other functions/roles, including Legal and Risk.
- Understanding of when to escalate matters.
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
Education Requirements or Certifications:
- Desired Education and Designations:
- . or . (four-year undergraduate degree) and . degree
- Attorney licensed to practice law in at least one . jurisdiction
Skills:
- Advisory
- Critical Thinking
- Decision Making
- Interpret Relevant Laws, Rules, and Regulations
- Problem Solving
- Collaboration
- Customer and Client Focus
- Executive Presence
- Policies, Procedures, and Guidelines
- Relationship Building
- Adaptability
- Attention to Detail
- Coaching
- Prioritization
- Written Communications
Salary Information:
The salary information is not provided in the text.
Additional Information:
- Shift: 1st shift (United States of America)
- Hours Per Week: 40
- Travel: Yes, 10% of the time
- Employment Type: Full time
- Reference Number: JR-25016720
