Director, Fiduciary Advisory Services

Job description

Application Deadline: 05/28/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Qualifications: Salary : $102,000.00 - $190,000.00 - Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management. - Identifies opportunities to grow existing relationships and develop new business. - Makes presentations to clients/prospects in conjunction with others based upon their needs. - Provides day to day technical support team members responsible for fiduciary account management. - Manages trust, agency or probate accounts in the role of trustee. - May act as the Relations...