Director, Trust Administration

BMO

Las Vegas, NV, United States
Base: $91,800.00 - $171,000.00; bonus/equity: not ...
On-site
Trust administration expertise
Fiduciary principles knowledge
Client relationship management
Manage an existing portfolio of high-net-worth client relationships with complex trust and investment management accounts

Job Summary

  • Manage an existing portfolio of high-net-worth client relationships with complex trust and investment management accounts.
  • Administer accounts consistent with sound fiduciary principles and within the established risk framework of the organization, while delivering an exceptional client experience.
  • Responsible for driving the profitability and growth of the Trust Discipline consistent with established strategic goals and priorities.

Matching Summary

Manage an existing portfolio of high-net-worth client relationships with complex trust and investment management accounts.

Salary

Base: $91,800.00 - $171,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Trust administration expertise
  • Fiduciary principles knowledge
  • Client relationship management
  • Estate planning concepts
  • Risk framework adherence

Nice-to-have

  • Proactive business growth
  • Subject matter expert
  • Collaboration with internal teams
  • Mentorship of junior staff

Key Requirements

  • 5-7 years relevant experience
  • Bachelor's degree in Business, Finance, or related field
  • JD preferred
  • CTFA, CFP, or CPA desirable

Work Rights

Not specified

Tailored Resume

Cover Letter