15 часов назад
Senior Fiduciary Officer (Wealth Management)
164 600 - 288 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Fiduciary Officer (Wealth Management): Managing wealth management client accounts and fiduciary relationships with an accent on trust administration, estate planning, investment principles, and regulatory compliance. Focus on leading client advisory conversations, identifying fiduciary risks, supporting national initiatives, and developing new business opportunities.
Location: Denver, Colorado, United States
Salary: $164,600–$288,000 USD per year, plus potential discretionary bonus and equity component.
Company
is a Fortune 500 financial institution providing wealth management and fiduciary services to individuals, families, and institutions.
What you will do
- Manage an assigned portfolio of wealth management clients in partnership with client service teams and professional advisors.
- Lead client conversations, provide proactive advice on products and services, and develop advice-driven wealth management solutions.
- Apply fiduciary judgment to trust relationships while identifying, managing, and resolving fiduciary risk issues.
- Participate in account acceptance, discretionary action, and other fiduciary oversight committees.
- Support national initiatives, business development opportunities, and relationship advisor development plans.
- Build referral-source relationships, identify new business opportunities, and represent in professional and community organizations.
Requirements
- At least 10 years of experience as a lead relationship manager in trust administration, estate administration, estate planning, or a related field.
- Broad knowledge of fiduciary and financial products and services.
- Technical knowledge of investments, tax, legal matters, operations, financial planning, and prudent investment principles.
- Thorough knowledge of fiduciary standards, principles, applicable laws, and regulations.
- Proven negotiation, problem-resolution, delegation, leadership, and organizational skills.
- Legal background or equivalent relevant experience is strongly preferred.
Culture & Benefits
- Flexible and collaborative work culture within a financially stable organization.
- Retirement benefits, including a 401(k) and pension.
- Medical, dental, vision, spending accounts, disability, and life and accident insurance.
- Paid time off, parental and caregiver leave, and additional well-being benefits.
- Internal mobility, accessible senior leadership, and support for workplace accommodations.
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