Senior Trust Officer

1 week ago

Wilmington, Delaware, United States Citizens Full time
Job Title: Senior Trust Officer

The Senior Trust Officer is a critical role within our Private Wealth team, responsible for providing expert fiduciary services to high net worth clients. This includes advising on trust and estate administration, managing trust accounts, and collaborating with our partners to deliver comprehensive investment, financial planning, insurance, and tax services.

Key Responsibilities:
  • Establish and maintain strong client relationships, meeting with clients, family members, and their advisors as needed.
  • Educate clients and beneficiaries on estate and trust planning strategies, including state fiduciary law and practices, trust income and estate tax principles, and how to integrate these concepts into fiduciary investing.
  • Handle complex trust and relationship matters, serving as a quarterback with other CCPW advisors to ensure best practices are met.
  • Accurately interpret and apply provisions of trusts and wills consistent with applicable statutes and regulations, working with clients and their external advisors to implement estate plans.
  • Partner with CCPW colleagues to achieve business growth and retention goals, building and maintaining a strong network of internal and external center-of-influence relationships.
  • Participate in the training and development of Trust Officers and Trust Associates, serving on fiduciary/governance committees and project teams.
Requirements:
  • 7-10 years of successful fiduciary account administration and client relationship management within a Private Wealth environment.
  • Experience with fiduciary investment concepts, analytics, and reporting desirable.
  • Strong communication, organization, and analytical skills.
Education:
  • Bachelor's Degree Required.
  • Graduate degree preferred.
  • CTFA, CFP, or similar professional designation preferred.

Citizens is an equal opportunity employer, committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability.

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