VP Fiduciary

Exciting opportunity for a highly experienced finance professional to join a highly reputable, global financial institution. Duties will include, but are not limited to:

• Administers and advises the Wealth Management team on the interpretation of key provisions and duties of the business as trustee.
• Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management.
• Interpret governing trust documents particular to each relationship, and work with internal partners and external advisors.
• Meet with clients, co-trustees, and beneficiaries to ensure the company is adhering to the highest fiduciary standards as trust advisor to multi-generational families.
• Assess, identify, and address risk-related issues.
• In some instances, this role may be focused on Estate settlements. Specific knowledge as to the settlement of estates and probates will be required.
• Independently evaluate and pursue new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable.
• Serve in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm’s solutions.

Requirements:

• Bachelor’s degree or the equivalent combination of education and experience is required.
• Advanced/graduate degree and/or related professional designation (i.e., CFP, TEP, CTFA) preferred.
• 6+ years of experience in fiduciary administration, including fiduciary taxation, and have managed large client relationships.
• The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors.