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Chief Fiduciary Officer

2 months ago

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

We are seeking a seasoned fiduciary professional to lead our trust administration team. The ideal candidate will possess exceptional leadership skills, a deep understanding of fiduciary matters, and the ability to drive service excellence and compliance with regulatory requirements.

Key Responsibilities:
  • Provide subject matter expertise and support to client service teams
  • Oversee all trust and administrative trust functions
  • Ensure compliance with regulatory requirements
  • Promote a culture of excellence and continuous improvement
  • Collaborate with compliance officers and legal counsel on fiduciary matters
  • Engage with the Board of Directors on fiduciary issues
Requirements:
  • Minimum of 15 years of trust administration experience
  • Strong team leadership and development skills
  • Experience in enforcing regulatory guidelines
  • JD degree required; LLM preferred
  • Familiarity with Florida statutes, tax code, and internal policies
  • Industry certifications such as CTFA, ATFA, or CFP are a plus

Westport One is committed to delivering excellence in trust administration. If you are a dedicated fiduciary professional seeking a challenging opportunity, we encourage you to consider this role.