Develop personal trust business opportunities by increasing awareness and knowledge of the product offering, trust administration, and fiduciary issues across Wealth Management and Institutional business lines
Review service model components, system requirements, business processes and procedures, and product positioning for trustee services
Identify and implement new features and/or distribution channels for personal trust business
Work with Marketing partners to develop appropriate educational and other material (print, video & webinar)
Lead a team of Regional Trust Specialists ('RTS') who connect directly with advisors and clients on potential current and successor trustee opportunities

J.D. required
13+ years of trust administration, risk and/or wealth planning experience with a trust bank or in the financial services industry
5 + years in a people leadership capacity
CTFA, CFP, FINRA Series 7, 24 are a plus
Experience with various types of trusts and estate planning documents, income and principal accounting, personal and trust income taxation, estate tax, charitable trusts, gift tax, GST tax, investments, trust and estate law, retirement plans, and the laws and regulations that govern such
Subject expertise in trust and estate planning to connect strategies to implementation
Ability to think analytically and strategically and relay complex situations clearly and effectively
Works independently, juggle multiple tasks, and prioritize work to maintain both accuracy and efficiency
Demonstrates collaboration skills, and ability to function as a great teammate
Presents group training and/or acts as a coach/mentor
Recognizes risk across processes and identify downstream implications of change
Collaborates and coordinates with Senior management, advisors, attorneys, and tax professionals
Possesses an outstanding work ethic, integrity, team spirit and judgment
Experienced in engaging with audit and government regulators to facilitate examination of the bank
Strong background in compliance, risk management and risk mitigation.

VP, Business Development Officer

Key skills