Chief Fiduciary Officer

3 days ago


St Petersburg FL USA, United States Westport One Full time
Chief Fiduciary Officer

Westport One is seeking a seasoned Fiduciary Professional to lead our trust administration team. As Chief Fiduciary Officer, you will oversee all trust administration functions, ensuring compliance with regulatory requirements and fostering a culture of excellence and continuous improvement.

Key Responsibilities:

  • Lead and mentor trust officers, administrators, and relationship managers to achieve service excellence.
  • Oversee all trust and administrative trust functions, ensuring compliance with regulatory requirements.
  • Partner with the compliance officer to ensure all regulatory guidelines are met.
  • Manage fiduciary litigation matters in conjunction with corporate legal counsel.
  • Interface with the Board of Directors on fiduciary matters.

Requirements:

  • JD level of education.
  • LLM is a plus.
  • At least 15 years of trust administration experience.
  • Experience working in a team environment and mentoring others.
  • Strong knowledge of Florida statutes, tax code, and internal policies.
  • Industry-related certifications, such as CTFA, ATFA, or CFP, are a plus.

What We Offer:

  • A dynamic and collaborative work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.

How to Apply:

  • Submit your resume by clicking the "Apply Now" button.
  • Email your resume in Word format to mollie@ with the subject line "Chief Fiduciary Officer Application".


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