Position Details
About this role
This role involves overseeing fiduciary and trust account management, providing expert advice, ensuring compliance, and leading a team of trust administrators in a banking environment.
Key Responsibilities
- Oversee trust administration and risk management
- Serve as a fiduciary expert and coach
- Manage escalated client issues
- Ensure compliance with regulations
- Lead and develop trust team members
Technical Overview
The position requires knowledge of trust law, fiduciary responsibilities, risk management, and regulatory standards within the financial services industry.
Ideal Candidate
The ideal candidate is a senior trust management professional with over 12 years of experience in financial services, possessing strong leadership and fiduciary expertise. They should have a proven track record in trust law, relationship management, and regulatory compliance, capable of coaching teams and handling escalated issues.
Must-Have Skills
Nice-to-Have Skills
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of trust law knowledge, Less than 12 years of experience in financial services, No leadership or management experience, No professional designation such as CTFA or CFP, Inability to work in Minneapolis, MN
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