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3 дня назад

Director, Fiduciary Services

146 250 - 260 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Director, Fiduciary Services (Trust and Estate Administration): Overseeing trust and fiduciary services, managing trust and estate teams, and expanding fiduciary offerings for Private Banking clients with an accent on risk management, regulatory compliance, and revenue growth. Focus on developing new fiduciary products, integrating services across the bank, and leading client and internal relationships.

Location: CT Stamford HQ, United States

Salary: $146,250–$260,000 annual base pay

Company

hirify.global is a financial services organization undergoing a customer-centric, technology-driven transformation.

What you will do

  • Oversee Trust and Fiduciary Services and serve as a subject-matter expert on fiduciary, trust, estate planning, and administration topics.
  • Manage and develop trust and estate officers and support staff.
  • Retain and grow recurring fiduciary revenue through new product offerings and sales to Private Banking clients and prospects.
  • Integrate fiduciary products and services into Private Banking offerings and promote them across multiple business lines.
  • Share fiduciary best practices with employees, clients, prospects, and centers of influence.
  • Develop and maintain policies and procedures in accordance with regulatory requirements while maintaining a strong risk management culture.

Requirements

  • Bachelor’s degree required.
  • 12+ years of management experience, preferably leading a Trust/Fiduciary team.
  • Excellent communication, organization, presentation, and interpersonal/relationship skills in both English and Spanish.
  • Ability to manage client relationships and build internal partnerships across the bank.

Nice to have

  • Master’s degree or JD.
  • CTFA and/or CFP certification.

Culture & Benefits

  • Strong emphasis on proactive and responsible risk management.
  • Competitive rewards package and benefits supporting employees, families, and well-being.
  • Inclusive and accessible application process with accommodations available.

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