Trust Managing Director

Personal Trust Director - West Suburb of Chicago The Personal Trust Director focuses on three main objectives: managing the Trust team, driving business growth, and integrating Trust Operations and Compliance practices. The location is flexible, with offices in West Chicago Suburbs and downtown Chicago. DUTIES & RESPONSIBILITIES Lead and manage the Trust Team, which is made up of ten (10) sales and relationship managers, and operations personnel. Oversee administrative activities related to estates, trusts, guardianships, and agency accounts. Cultivate and leverage networks to establish and expand client relationships. Directly manage or delegate client relationships to internal Trust advisors. Foster relationships within the Wealth team to enhance service offerings. Oversee the creation of financial plans for clients, including investment advice, risk management, and trust options. Ensure compliance with federal and state regulatory fiduciary policies. Engage the team in continuous learning of trust, tax, and related subjects. Regularly evaluate and improve complex processes, policies, and procedures. Partner with EVP to create an annual budget and establish strategic goals. QUALIFICATIONS Bachelor's degree in business, finance, or a related field. JD, CFP, or CTFA is not required but strongly preferred. 10 or more years of experience in Trust Administration, including management of people and processes Advanced knowledge of estate and tax planning strategies, state and federal trust, tax, and financial regulations. Client-focused with strong decision-making skills. High level of confidentiality and privacy for client information. Proactive relationship building and growth mindset with both clients and colleagues alike. Superior attention to detail, organization and time management while being self-directed and accountable. #J-18808-Ljbffr

Created: 2024-11-05