Chief Fiduciary Officer

2 weeks ago


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

We are seeking a highly skilled Chief Fiduciary Officer to lead our trust administration team. The ideal candidate will have exceptional fiduciary leadership skills and experience in overseeing trust administration.

Key Responsibilities:
  • Lead and mentor trust officers, administrators, and relationship managers to achieve service excellence and ensure compliance with regulatory requirements.
  • Oversee all trust and administrative trust functions, ensuring consistency and adherence to Florida statutes and tax code.
  • Partner with the compliance officer to ensure all regulatory guidelines are met and manage fiduciary litigation matters in conjunction with corporate legal counsel.
  • Interface with the Board of Directors on fiduciary matters and foster a culture of excellence and continuous improvement.
Requirements:
  • JD level of education and LLM is nice to have.
  • Over 15 years of trust administration experience, with a strong background in team leadership and mentorship.
  • Experience with Florida statutes, tax code, and internal policies, with industry-related certifications such as CTFA, ATFA, or CFP.

If you are a strong fiduciary professional with a passion for leadership and compliance, we encourage you to apply for this exciting opportunity.



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