Director, Fiduciary Advisory Services

Bmogamretailbriefcase

Los Angeles, CA, USA
Base: $122,400.00 - $228,000.00; bonus/equity: not...
Trust & estate account management
Technical expertise in fiduciary laws
Experience in relationship management
The role involves providing high-quality sales and service to Trust & Estate clients

Job Summary

  • The role involves providing high-quality sales and service to Trust & Estate clients.
  • Candidates will manage trust, agency, or probate accounts and act as a subject matter expert.
  • BMO offers a comprehensive total compensation package including health insurance and retirement savings plans.

Matching Summary

The role involves providing high-quality sales and service to Trust & Estate clients.

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
  • Experience in relationship management

Nice-to-have

  • Cross-group collaboration skills
  • Ability to manage ambiguity
  • Strong communication skills

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