Director, Fiduciary Advisory Services

BMO

Los Angeles, CA, United States
Base: $122,400.00 - $228,000.00; bonus/equity: not...
Trust & estate account management
Fiduciary laws and regulations
Investment management expertise
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience

Job Summary

  • Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience.
  • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience.

Salary

Base: $122,400.00 - $228,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Trust & Estate account management
  • Fiduciary laws and regulations
  • Investment management expertise
  • Data governance standards
  • Strategic problem solving
  • Cross-group collaboration

Nice-to-have

  • Exceptional client experience
  • Develop new business opportunities
  • Network with industry contacts
  • Creative problem solving
  • Positive behavior influence

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree in related field
  • Bachelor’s degree in Finance preferred
  • Expert knowledge of Personal Trust Administration
  • Expert knowledge of Trust Tax, Trust Accounting
  • Expert knowledge of fiduciary laws

Work Rights

Not specified

Tailored Resume

Cover Letter