Senior Trust Officer

3 days ago


New York, New York, United States 00002 Citibank, N.A. Full time
Job Title: Senior Trust Officer

Citi is seeking a highly skilled Senior Trust Officer to join our team in New York. As a key member of our Trust Fiduciary Services team, you will be responsible for managing a portfolio of trust and estate accounts, providing expert advice on investment management, and ensuring compliance with regulatory requirements.

Key Responsibilities:
  • Manage a portfolio of trust and estate accounts, including revocable and irrevocable trusts, testamentary trusts, and charitable trusts.
  • Provide expert advice on investment management, including coordination with Private Bankers and Investment Counselors.
  • Ensure compliance with regulatory requirements, including tax laws and regulations.
  • Develop and maintain strong relationships with clients, including communication of complex financial information.
  • Collaborate with internal teams, including Risk Management and Compliance, to ensure effective risk management and control.
Requirements:
  • 10+ years of experience in estate or trust management and administration.
  • Strong knowledge and proven technical proficiency in legal, investment, and tax issues relative to trust and/or estate management and administration.
  • Excellent communication and project management skills.
  • CFTA preferred.
What We Offer:

Citi offers a competitive salary range of $150,000 - $250,000, as well as a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), and paid time off.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


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