Job Summary

• This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.
• Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Salary

Base: $95,200.00 - $200,000.00 annualized salary; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Key Requirements

• Minimum 5 years trust administration experience
• Bachelor’s Degree OR equivalent business experience
• CTFA, CFP, AEP, JD, or CPA certification preferred

Work Rights