6 дней назад
Senior Fiduciary Advisor - Private Bank (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Fiduciary Advisor - Private Bank (Finance): Administering complex fiduciary accounts and high-profile client relationships while executing trust documents and ensuring compliance with legal and fiduciary regulations with an accent on fiduciary decision-making, risk management, and client advice. Focus on resolving legal and compliance issues, growing assets under management, and leading analysis and recommendations for senior management or committee review.
Location: Philadelphia, Pennsylvania, United States; in-office role
Company
is a banking and financial services corporation serving private banking clients.
What you will do
- Execute the terms of plans and documents where serves as trustee, guardian, or agent.
- Administer complex fiduciary accounts and sensitive, high-profile client relationships.
- Deliver fiduciary advice, customized communications, and planning concepts for clients and beneficiaries.
- Manage legal, regulatory, compliance, and fiduciary risks while resolving account issues.
- Maintain and grow assets under management through client and gatekeeper relationships.
- Lead analysis and recommendations for senior management or committee review and serve as a fiduciary subject-matter resource.
Requirements
- Bachelor's degree or a comparable combination of education, job-specific certifications, and experience.
- Typically 8+ years of relevant industry experience.
- Knowledge of fiduciary responsibilities, trust structures, financial-services regulations, and legal practices.
- Strong decision-making, communication, problem-solving, account-management, and attention-to-detail skills.
- Must be based in Philadelphia for an in-office position.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Inclusive workplace focused on customer experience, collaboration, and risk management.
- Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
- 401(k) matching, pension, stock purchase plans, life insurance, and disability protection.
- Paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
- Parental leave, dependent care support, adoption, surrogacy, doula reimbursement, educational assistance, and wellness incentives.
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