3 часа назад
SVP, Chief Fiduciary Officer (Wealth Management)
141 000 - 190 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
SVP, Chief Fiduciary Officer (Wealth Management): Designing, governing, and executing fiduciary activities across a trust company with an accent on fiduciary risk assessment, regulatory compliance, and policy development. Focus on advising executive leadership, modernizing fiduciary processes and reporting systems, and leading senior trust officers and the Trust Real Estate Team.
Location: Chicago, IL; onsite
Salary: $141,000–$190,000 annually, plus eligibility for annual bonus and incentive compensation.
Company
Wealth Management provides investment, trust, and asset management services to high-net-worth individuals, business owners, and institutions through its wealth management businesses.
What you will do
- Design, govern, and oversee fiduciary activities across the trust company, including trusts, estates, guardianships, and agency relationships.
- Review governing documents and trust agreements, assess fiduciary risk, advise trust officers, and escalate complex matters to relevant committees.
- Partner with Legal, Compliance, Risk, and investment leadership on fiduciary law, risk mitigation, regulatory examinations, and portfolio management practices.
- Develop fiduciary policies, procedures, best practices, account review processes, exception tracking, and mitigation strategies.
- Lead modernization initiatives involving account coding, processing, documentation, reporting, technology integration, and data governance.
- Build and lead the fiduciary organization, manage the Trust Real Estate Team, develop training programs, and support business development for high-net-worth clients.
Requirements
- 10+ years of relevant experience.
- Specialized advanced degree, such as a PhD or J.D.
- Experience with fiduciary governance, trust administration, risk management, and regulatory compliance.
- Ability to work onsite in Chicago, IL.
- CTFA and/or CFP certification, or equivalent years of experience, preferred.
Culture & Benefits
- Medical, dental, vision, and life insurance.
- 401(k) plan with a company match and tuition reimbursement.
- Family-friendly work hours.
- Opportunities for professional development, mentorship, and upward mobility.
- Entrepreneurial, inclusive, and client-focused workplace culture.
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