Senior Wealth Manager - Fiduciary Specialist

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Senior Wealth Manager - Fiduciary Specialist
Duties: Serves as the trusted advisor to high net worth clients and their families, as well as charitable trusts and foundations. Will have responsibility for managing and administering client relationships primarily comprised of trust accounts. Will need to interpret and understand trust instruments and related legal documents governing each relationship working with internal and external resources as necessary. Will meet with co-trustees and beneficiaries to ensure is adhering to the highest fiduciary standards. Will work with co-trustees to establish investment objectives, exercise fiduciary discretion and communicate appropriately with beneficiaries. Will be expected to assess, identify and address risk related role as a fiduciary. Will provide support to their local Wealth Managers and Wealth Directors with existing client relationships; collaborate on potential new opportunities; and enhance and expand the firm’s relationships with Centers of Influence within the community. In partnership with Wealth Directors, Wealth Managers, and Private Bankers will be responsible for developing current and future fee business and driving Trustee and Executor appointments.

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