Svp, Chief Fiduciary Officer

Wintrust Florida

Base: $117,000 - $158,000; bonus/equity: eligible ...
Onsite
10+ years of relevant fiduciary experience
Advanced degree (phd or j.d.)
Expertise in prudent investor rule and uniform trust code
The Chief Fiduciary Officer is responsible for the design, governance, and execution of all fiduciary activities across the trust company

Job Summary

  • The Chief Fiduciary Officer is responsible for the design, governance, and execution of all fiduciary activities across the trust company.
  • Wintrust Wealth Management offers a competitive pay package including discretionary bonuses, comprehensive benefits, and a generous 401k match.
  • This role requires partnering with executive leadership to align fiduciary oversight with strategic growth while safeguarding the firm's reputation.

Matching Summary

The Chief Fiduciary Officer is responsible for the design, governance, and execution of all fiduciary activities across the trust company.

Salary

Base: $117,000 - $158,000; Bonus/Equity: Eligible for annual bonus and incentive compensation; Benefits: Comprehensive medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • 10+ years of relevant fiduciary experience
  • Advanced degree (PhD or J.D.)
  • Expertise in Prudent Investor Rule and Uniform Trust Code
  • Experience with complex trust structures like SLATs and Dynasty Trusts
  • Ability to manage regulatory exams and litigation risks

Nice-to-have

  • CTFA or CFP certification preferred
  • Entrepreneurial spirit and growth mindset
  • Strong mentorship and talent development skills
  • Community involvement and networking abilities

Key Requirements

  • 10+ years of relevant experience
  • Specialized Advanced degree (PhD, J.D.)
  • CTFA and/or CFP certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter