Svp, Chief Fiduciary Officer

Wintrust Financial Corporation

Base: $117,000 - $158,000; bonus/equity: eligible ...
Onsite
10+ years relevant fiduciary experience
Advanced degree phd or jd preferred
Deep expertise in trust agreements
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.
  • This role partners closely with executive leadership to align fiduciary oversight with strategic growth while safeguarding the firm's reputation.
  • Wintrust offers a competitive pay package, discretionary bonuses, 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.

Salary

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

Skills & Requirements

Must-have

  • 10+ years relevant fiduciary experience
  • Advanced degree PhD or JD preferred
  • Deep expertise in trust agreements
  • Knowledge of Prudent Investor Rule
  • Experience with ERISA and UTC
  • Ability to manage complex trusts

Nice-to-have

  • CTFA or CFP certification
  • Entrepreneurial spirit
  • Strong client relationship skills
  • Family dynamics navigation
  • Community involvement experience

Key Requirements

  • 10+ years of relevant experience
  • Specialized Advanced degree (PhD, J.D.)
  • CTFA and/or CFP certification preferred
  • Expertise in fiduciary income tax and estate planning

Work Rights

Not specified

Tailored Resume

Cover Letter