Director, Fiduciary Advisory Services

BMO

Chicago, IL, US
Base: $102,000.00 - $190,000.00; bonus/equity: may...
In-depth knowledge of trust administration processes
Expert knowledge of trust tax and investment management
Expert knowledge of fiduciary laws and estate planning
The role provides high-quality sales and service to Trust & Estate clients while delivering an exceptional client experience

Job Summary

  • The role provides high-quality sales and service to Trust & Estate clients while delivering an exceptional client experience.
  • Candidates must possess expert knowledge of personal trust administration, tax regulations, and investment management to ensure compliance.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role provides high-quality sales and service to Trust & Estate clients while delivering an exceptional client experience.

Salary

Base: $102,000.00 - $190,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • In-depth knowledge of Trust Administration processes
  • Expert knowledge of Trust Tax and Investment Management
  • Expert knowledge of fiduciary laws and estate planning
  • 7+ years of relevant experience in wealth services
  • Strong analytical and problem-solving skills

Nice-to-have

  • Ability to manage ambiguity effectively
  • Experience leading change management programs
  • Strong verbal and written communication skills
  • Data-driven decision-making capabilities
  • Cross-group collaboration expertise

Key Requirements

  • Bachelor's degree in Finance or related field preferred
  • 7+ years of relevant experience required
  • Expert knowledge of fiduciary laws and estate planning techniques

Work Rights

Not specified

Tailored Resume

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