VP, Trust Officer

Location: Lake Forest, IL; onsite

Salary: $85,000–$120,000 per year, plus eligibility for an annual bonus

Company

Wintrust Wealth Management provides investment, trust, and asset management services to private clients, business owners, and institutions through hirify.global.

What you will do

• Administer personal trusts, estates, guardianships, IRAs, and investment management accounts from asset collection through final distributions.
• Review trust instruments, probate documents, and other governing documents while ensuring compliance with fiduciary duties, policies, procedures, and regulations.
• Oversee real estate, financial assets, collections, personal property, asset transfers, fees, tax documentation, and account distributions.
• Coordinate with clients, beneficiaries, attorneys, CPAs, portfolio managers, and external investment managers.
• Develop referral relationships with lawyers, accountants, and other centers of influence, and support cross-selling opportunities.
• Represent the bank at professional organizations, conferences, seminars, and other business activities.

Requirements

• Bachelor’s degree preferred; completion of the Certified Trust and Financial Advisor program is desired but not required.
• At least five years of estate or trust administration experience.
• Knowledge of guardianships, estates, personal trusts, IRAs, and investment management accounts.
• Exceptional verbal and written communication skills.
• High proficiency in Microsoft Office, including Word, Outlook, and Excel.

Culture & Benefits

• Collaborative, team-centric, and fast-paced work environment.
• Medical, dental, vision, life, disability, critical illness, accident, and pet insurance.
• Traditional and Roth 401(k) with company match, flexible spending account, and employee stock purchase plan.
• Parental leave, employee assistance program, tuition reimbursement, transportation benefits, and banking benefits.
• Family-friendly work hours and opportunities for career growth and promotion from within.