Senior Trust Advisor

1 day ago


Grand Rapids MI USA, United States Fifth Third Full time
Senior Trust Advisor

Fifth Third Bank is seeking a highly skilled Senior Trust Advisor to join our team in Grand Rapids, Michigan. As a trusted advisor, you will work closely with clients to develop and implement comprehensive wealth planning strategies, ensuring their financial goals are met.

Key Responsibilities:
  • Administer fiduciary accounts in accordance with governing documents, ensuring adherence to all rules, regulations, and internal governance.
  • Cultivate relationships with local centers of influence, identifying opportunities for Fifth Third Bank to serve as Trustee, Successor Trustee, Executor, or Personal Representative.
  • Generate new fiduciary and Private Bank business, managing the due diligence process on all new fiduciary appointments.
  • Maintain knowledge of current trends and changes in the industry, developing subject matter expertise in fiduciary-related areas.
Requirements:
  • Bachelor's degree required; graduate degree (JD, MBA) preferred.
  • Professional designee (CTFA or similar) and 10 years of demonstrated fiduciary client service/sales experience.
  • Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters.

Fifth Third Bank is an equal opportunity employer, committed to promoting and ensuring equal employment opportunity in all employment decisions, regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.



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