Lewis | James Professional

Associate Director, Trust & Investment Services

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking an Associate Director, Trust & Investment Services for a direct hire opportunity with a financial services client.

Responsibilities:

• Lead business development and relationship management efforts for the Wealth Management & Trust Department.
• Coach, mentor, and manage trust and investment officers.
• Develop and execute strategies to grow trust and investment business.
• Oversee trust administration, investment management, and complex client relationships.
• Collaborate with bank partners to deliver comprehensive wealth management solutions.
• Ensure compliance with fiduciary standards, banking regulations, and internal policies.
• Manage departmental performance, reporting, and staff development.

Qualifications:

• Bachelor’s degree in Business, Finance, or related field.
• 8+ years of trust, investment management, or wealth management experience.
• 2+ years of management experience.
• Strong business development and client relationship skills.
• MBA, JD, CFA, or CFP designation preferred
• Advanced knowledge of trust administration and investment markets preferred.

Lewis James Professional is an Equal Opportunity Employer. M/F/D/V