Director, Fiduciary Advisory Services

Bmwofsalem

Los Angeles, CA, USA
Base: $122,400.00 - $228,000.00; bonus/equity: not...
Trust & estate account management
Technical expertise in fiduciary laws
Sales and service support activities
The role involves providing high-quality sales and service to Trust & Estate clients to ensure an exceptional client experience

Job Summary

  • The role involves providing high-quality sales and service to Trust & Estate clients to ensure an exceptional client experience.
  • The Director will manage trust, agency, or probate accounts and act as a subject matter expert on relevant regulations and policies.
  • BMO offers a comprehensive total compensation package including health insurance, retirement savings plans, and performance-based incentives.

Matching Summary

The role involves providing high-quality sales and service to Trust & Estate clients to ensure an exceptional client experience.

Salary

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

Skills & Requirements

Must-have

  • Trust & Estate account management
  • Technical expertise in fiduciary laws
  • Sales and service support activities

Nice-to-have

  • Cross-group collaboration
  • Data driven decision making
  • Change management experience

Key Requirements

  • 7+ years of relevant experience
  • Bachelor’s degree in Finance preferred
  • In-depth knowledge of Trust Tax and Investment Management

Work Rights

Not specified

Tailored Resume

Cover Letter