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Trust Director

2 months ago

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Job Summary

We are seeking a highly skilled and experienced Trust Managing Director to join our team at Union Bank of California. As a key member of our organization, you will be responsible for overseeing the administration, risk management, and relationship management of fiduciary and investment accounts for multiple teams of trust administrators.

Key Responsibilities
  • Provide expert fiduciary advice and guidance to trust administrators and other stakeholders
  • Oversee the management of fiduciary and investment accounts, ensuring compliance with relevant laws and regulations
  • Develop and implement strategies to improve trust administration processes and procedures
  • Collaborate with cross-functional teams to ensure effective communication and coordination
  • Perform human resources duties, including reviews, hiring, and discipline
Requirements
  • Bachelor's degree or equivalent experience
  • Advanced degree or applicable professional designation, such as CTFA or CFP
  • Eight or more years of experience in financial services, with a focus on trust servicing and administration
  • Two or more years of leadership or management experience
Preferred Skills
  • Thorough knowledge of trust services and related bank and regulatory regulations
  • Excellent written and verbal communication skills
  • Strong management skills, including planning, budgeting, and people management
  • Excellent analytical and problem-solving skills
What We Offer

At Union Bank of California, we offer a comprehensive benefits package, including competitive salary, incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension. We are an equal opportunity employer committed to creating a diverse workforce and consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.