Senior Trust Officer

Bank of America

Washington, District of Columbia, US
Base: $98,100.00 - $210,000.00; bonus/equity: disc...
Trust administration and estate planning experience
Fiduciary law expertise
Wealth transfer planning knowledge
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

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.
  • 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.
  • The role offers a pay range of $98,100.00 - $210,000.00 annualized salary, is eligible for an annual discretionary incentive, and provides industry-leading benefits.

Matching 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.

Salary

Base: $98,100.00 - $210,000.00; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Trust administration and estate planning experience
  • Fiduciary law expertise
  • Wealth transfer planning knowledge
  • Client relationship management
  • New business development

Nice-to-have

  • High-net-worth client concerns
  • Proactive problem-solving approach
  • Team player communication skills
  • Sophisticated financial understanding

Key Requirements

  • Minimum five years trust administration experience
  • Minimum five years estate planning experience
  • CTFA, CFP, AEP, JD, or CPA desired
  • Bachelor's Degree or equivalent business experience

Work Rights

Not specified

Tailored Resume

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