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Private Fiduciary Jobs (NOW HIRING)

Boston Private

Fiduciary Manager

San Mateo, CA · On-site

Company Description Boston Private is a leading wealth management, trust, and private banking ... The Fiduciary Manager will serve in a supervisory capacity - managing, training and developing a ...

Boston Private

Fiduciary Manager

San Mateo, CA · On-site

Company Description Boston Private is a leading wealth management, trust, and private banking ... The Fiduciary Manager will serve in a supervisory capacity - managing, training and developing a ...

Katten

Fiduciary Accountant

Chicago, IL · On-site

Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. Fiduciary Accountant The Fiduciary Accountant is ...

PNC

Senior Fiduciary Advisor - Private Bank

Philadelphia, PA · On-site

$130K - $130K/yr

As a Senior Fiduciary Advisor within PNC's Private Bank organization, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive ...

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Fiduciary Manager

San Mateo, CA • On-site

Boston Private
Commercial Banking • 501 - 1,000 employees
Learn more about Boston Privateexternal

Full-time

Re-posted 5 days ago

Job description

Company Description
Boston Private is a leading wealth management, trust, and private banking company with a national presence. Headquartered in Boston, we serve clients from our offices located in the major markets of Boston, San Francisco, San Jose, Los Angeles and Palm Beach.
We're committed to building a trusted relationship with each client and have the broad expertise to create comprehensive, custom solutions for their personal and business needs that are often interconnected.
As wealth creators, our clients value having one trusted resource that can help them address all of their wealth management, trust, and private banking needs.
Job Description
Reporting to the National Director of Trust & Fiduciary Services, the Fiduciary Manager will take a leadership role as a "Player / Coach" in training and developing T&FS staff as well as overseeing and managing all aspects of Trust relationship administration under the supervision of the National
Director of Trust & Fiduciary Services and/or Chief Fiduciary Officer; including identifying and assisting in the opening of new business, administration, and closing of trusts as helpful and required.
Qualifications
  • The Fiduciary Manager will serve in a supervisory capacity - managing,
    training and developing a regional team of Trust Officers while fostering a
    strong team oriented, positive culture.
  • The Fiduciary Manager will also be the regional liaison with Boston
    Private Wealth and will be responsible for building a strong relationship
    between Trust Officers and Client Advisors. In this regard, may have a
    reporting line (dotted) to regional head of the Wealth business.
  • The Fiduciary Manager will engage the local estate and financial
    planning communities to ensure favorable visibility of the Bank and its trust and
    fiduciary capabilities.
  • The Fiduciary Manager will manage a portfolio of trust relationships
    including all aspects of opening, administering, and closing of trust and
    fiduciary business.
  • The Fiduciary Manager will serve as a role model and mentor to the
    Trust Officers & Trust Assistants within the team.
  • The Fiduciary Manager will serve as a resource for other areas of the
    Bank with regard to Trust & Fiduciary issues as they may arise and may be
    called upon to assist with Bank and Trust & Fiduciary Services marketing
    efforts, including articles and presentations.
  • The Fiduciary Manager will understand the nuances of the discretionary
    review process and participate in such evaluations.
  • The Fiduciary Manager will complete all necessary regulatory reporting
    regarding accounts including but not limited to Initial and Annual
    Administrative and Investment Review monitoring.
  • The Fiduciary Manager will be responsible for identifying and reporting
    compliance / risk-related matters to the National Director and Chief Fiduciary
    Officer within Trust & Fiduciary Services as well as assisting with the
    management and mitigation of risk. This should include potential and actual
    complaints, threatened and actual claims of litigation.
  • The Fiduciary Manager will identify and escalate opportunities for
    process improvement.
  • The Fiduciary Manager will engage the Sales Professionals and
    Assistants to assist in the evaluation and acceptance of new business.
  • Effectively
    represents the firm at internal and external industry events
  • Personal compliance
    with all industry rules and regulations and firm policies
  • Other duties as
    assigned

Minimum Qualifications:
  • Bachelor's degree from an accredited
    college or university required.
  • Graduate work including J.D. and LLM or
    similar preferred.
  • Additional educational certifications
    such as CFP®, CTFA preferred.
  • At least 10 years of experience working
    directly with settlors and beneficiaries on trust matters.
  • At least 5 years of experience managing
    a team of Trust & Estate professionals
    including demonstrated ability to delegate, develop and effectively
    problem solve
  • Deep understanding of the role of
    fiduciaries and delivery of trust and fiduciary services.
  • Ability to travel for client meetings
  • Demonstrated interpersonal skills
    suggesting ability to enhance the Bank's Trust business-both internally
    and externally.

Additional Information
All your information will be kept confidential according to EEO guidelines.

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