Svp, Chief Fiduciary Officer

Wintrustlife

Base: $117,000 - $158,000; bonus/equity: annual bo...
Onsite
10+ years fiduciary experience
Trust agreement interpretation
Prudent investor rule knowledge
The Chief Fiduciary Officer is responsible for the design, governance, and execution of all fiduciary activities across the trust company to ensure adherence to legal and regulatory standards

Job Summary

  • The Chief Fiduciary Officer is responsible for the design, governance, and execution of all fiduciary activities across the trust company to ensure adherence to legal and regulatory standards.
  • This role partners with executive leadership to align fiduciary oversight with strategic growth while safeguarding the firm's reputation and mitigating risk in complex trust scenarios.
  • Wintrust offers a competitive compensation package including an annual bonus, generous 401k match, tuition reimbursement, and a culture recognized as a Top Workplace for over a decade.

Matching Summary

The Chief Fiduciary Officer is responsible for the design, governance, and execution of all fiduciary activities across the trust company to ensure adherence to legal and regulatory standards.

Salary

Base: $117,000 - $158,000; Bonus/Equity: Annual bonus and incentive compensation eligible; Benefits: Medical, dental, vision, life, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • 10+ years fiduciary experience
  • Trust agreement interpretation
  • Prudent Investor Rule knowledge
  • ERISA compliance expertise
  • Complex trust administration
  • Regulatory exam readiness

Nice-to-have

  • Entrepreneurial spirit
  • Family-friendly work hours
  • Mentorship program participation
  • Community involvement
  • Discretionary distribution practices
  • Client relationship navigation

Key Requirements

  • 10+ years relevant experience
  • Advanced degree (PhD or JD)
  • CTFA certification preferred
  • CFP certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter