Trust/Fiduciary Advisor, Wealth Management

Location: Chicago, IL, United States

Salary: $114,500–$194,700 USD per year, plus potential discretionary bonus and equity component.

Company

Global financial services organization providing wealth management, asset servicing, asset management, and banking services.

What you will do

• Manage complex wealth management relationships for high-net-worth and ultra-high-net-worth clients.
• Lead client conversations and provide fiduciary advice on products, services, regulatory changes, tax matters, and appropriate actions.
• Interpret governing documents, account agreements, fiduciary duties, trust and tax law, estate planning techniques, and investment principles.
• Identify and resolve fiduciary risks while coordinating with clients, internal partners, and external professional advisors.
• Develop referral relationships and new business opportunities through professional and community organizations.
• Travel to meet clients, lead fiduciary projects and committees, and mentor less experienced partners.

Requirements

• 7–10 years of experience in relationship management, trust administration, estate administration, estate planning, or a related field.
• Experience serving high-net-worth and ultra-high-net-worth clients is preferred.
• Ability to manage a complex portfolio exceeding one million and/or one billion in assets under management.
• Knowledge of fiduciary and financial products, investments, tax, legal matters, operations, and applicable laws and regulations.
• Skills in negotiation, problem-solving, delegation, leadership, sales, and organizational management.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Nice to have

• JD, CFP, CPWA, or another related professional designation.

Culture & Benefits

• Comprehensive benefits package including 401(k), pension, medical, dental, vision, spending accounts, and disability coverage.
• Paid time off, parental and caregiver leave, life and accident insurance, and other well-being benefits.
• Potential discretionary bonus program with an equity component.
• Flexible and collaborative work culture with opportunities for internal mobility and access to senior leadership.
• Inclusive workplace with opportunities to support community and philanthropic initiatives.