Chief Fiduciary Officer

1 week ago


St Petersburg, United States Westport One Full time
Job Title: Chief Fiduciary Officer

We are seeking a highly skilled and experienced Chief Fiduciary Officer to join our team at Westport One. As a key member of our leadership team, you will be responsible for overseeing all trust administration functions and ensuring compliance with regulatory requirements.

Key Responsibilities:

  • Lead and manage a team of trust officers, administrators, and support staff to achieve service excellence and ensure compliance needs are met.
  • Develop and implement policies and procedures to ensure effective trust administration and compliance with regulatory requirements.
  • Collaborate with the compliance officer to ensure all regulatory guidelines are met and provide guidance on fiduciary matters.
  • Manage all fiduciary litigation matters in conjunction with corporate legal counsel.
  • Interface with the Board of Directors on fiduciary matters.

Requirements:

  • JD level of education and LLM is nice to have.
  • Over 15 years of trust administration experience, with experience working in a team environment, mentoring and developing others.
  • Experience with Florida statutes, tax code, and internal policies.
  • Industry-related certifications such as CTFA, ATFA, CFP are nice to have.

About Westport One:

Westport One is a leading provider of trust administration services. We are committed to delivering exceptional service and ensuring compliance with regulatory requirements. If you are a highly skilled and experienced fiduciary professional, we encourage you to apply for this exciting opportunity.



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