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Fiduciary Director
1 month ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Please review the following job description:Job Summary:
The Fiduciary Director role is the most senior role on the team and is responsible for the successful execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight, Compliance and Client (or Client Team) Delivery commitments and related metrics for their respective Center location. The Fiduciary Director is accountable for the performance of all teammates (team leads, Center Trust Advisors and Client Service Specialists) in their respective markets. The Fiduciary Director is responsible for the partnership engagement with a number of areas within Wealth, including but not limited to Wealth Markets, Fiduciary Practice, Risk, Compliance, Legal, Investments, PHI, Tax, Operations and Audit.
Responsibilities:
- Responsible for the successful delivery of various Trust Administration and client (direct client and client team) activities in accordance with the terms of governing instruments, Policies, Procedures and applicable state laws for their Center location in alignment with Wealth's segmentation strategy.
- Responsible for the oversight, coaching, development and performance of Team Leaders, Center Trust Advisors and Client Service Specialists.
- Responsible for the coordination of client complaint resolution, legal issues, risk, compliance and other oversight activities in collaboration with Risk, Legal, Compliance and other partners.
- Responsible for the successful ongoing execution of assigned management routines.
- Responsible for the effective collaboration of his/her team in partnership with others areas of Wealth such as Fiduciary Practice, Wealth Markets, Operations, Tax and Investments related to the delivery of various Trust Administration and new business development activities delivered by the Advisory Centers.
- Responsible for coordinating and executing the direct partnership engagement with Wealth Leadership (Division and Region Directors) as well as local market Fiduciary and Investment leaders.
- Responsible for the successful execution of projects for the Advisory Center line of business.
- Responsible for ensuring coordination and execution of various activities of the team in the Governance channel in alignment with Policies and Procedures.
- Responsible for coordinating and executing activities requested by internal and external oversight and regulatory partners.
- Responsible for addressing any client or teammate escalations.
Required Qualifications:
- College Degree with a preferred emphasis on Business or Finance.
- Significant experience (over 15 years) in Trust Administration, Fiduciary oversight and new business activities for Personal Trust.
- Familiarity and experience with State and other applicable laws governing the administration of Personal Trust Accounts.
- Experience in leading, motivating and coaching teams and ability to successfully meet competing deadlines and commitments.
- Proven ability to communicate with partners and peers.
Preferred Qualifications:
- CTFA or similar designation.
- Advanced degree (JD, MBA, etc).
- Prior direct Trust Administration experience with a book of personal trust accounts.
- Proficiency with various computer and systems applications used to lead the business.
- Experience with addressing and resolving risk and compliance issues associated with Personal Trust Services matters.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
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