Director, Fiduciary Advisory Services

Bmousbenefits

Los Angeles, CA, USA
Base: $122,400.00 - $228,000.00; bonus/equity: not...
Trust & estate account management
Technical expertise in fiduciary laws
Sales and service support activities
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience

Job Summary

  • Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience.
  • Acts as a subject matter expert on relevant regulations and policies.
  • Develops rapport and instills confidence with the client to develop credibility and earn their trust.

Matching Summary

Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience.

Salary

Base: $122,400.00 - $228,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • Trust & Estate account management
  • Technical expertise in fiduciary laws
  • Sales and service support activities

Nice-to-have

  • Cross-group collaboration
  • Data driven decision making
  • Change management programs

Key Requirements

  • 7+ years of relevant experience
  • Bachelor’s degree in Finance preferred
  • In-depth knowledge of Trust Tax and Accounting

Work Rights

Not specified

Tailored Resume

Cover Letter