Chief Fiduciary Officer

Job description

Description Summary: The Chief Fiduciary Officer is a member of Wealth Management leadership team, reporting to the Director of Wealth Management, contributing to the overall strategy of the business segment in alignment with other business unit leaders. The Chief Fiduciary Officer has responsibility and oversight over governance matters including developing and implementing policies and procedures for all aspects of fiduciary services as well as oversight of fiduciary accounts administered by advisors and portfolio managers in accordance with regulatory requirements. The position interfaces directly with internal risk, compliance and legal partners as well as external regulators and requires a sophisticated understanding of personal trust services, trust and estate administration, wealth management strategies and risk management. Duties and Responsibilities: - Provides oversight of all fiduciary related matters within the risk framework of the Bank - Partners with risk, compliance, and legal partners in the implementation of the Bank’s fiduciary duties - Leads trust administration and portfolio management teams in alignment with the strategic plan continuously improving efficiency...