Senior Trust Officer

Senior Trust Officer

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Hightower Trust Company is a wholly owned subsidiary of Hightower and serves Hightower's advisors and their clients exclusively. Hightower Trust Company provides fiduciary services and investment management oversight to help preserve clients' wealth, giving them assurance that their trusted professionals will be there to support their family for years to come.

Adaptable. Our team members have the instinctive need to help achieve objectives despite the hurdles that may come along the way. They are ready to join a fast-paced environment and are adaptable to constant change.

Agile. Our team members are comfortable navigating ambiguity and working with competing priorities. They maintain composure and remain positive under pressure and know how to influence stakeholders even when the situation might be complex.

Team player. Our team members are energetic and people-oriented individuals you are ready to roll of their sleeves, trust their teammates, and provide support as needed.

Clear communicator. Our team members possess excellent communication skills and practice giving and receiving feedback to colleagues and clients consistently.

This role is onsite and can be based in Chicago, IL, New York, NY, Houston, TX, or Wilmington, DE.

The Senior Trust Officer will administer a book of trust accounts in accordance with applicable law and sound fiduciary principles while also cultivating relationships with clients and advisors.

Interpret legal documents and ensure trusts are administered in accordance with applicable laws, regulations, and governing instruments

Maintain high client and advisor service levels through prompt research and response to inquiries

Collaborate with clients, advisors, and internal partners to achieve client objectives while maintaining fiduciary integrity

Perform post-acceptance and annual administrative account reviews

Proactively identify trust issues and partner with management, investments, tax, legal and compliance to take appropriate action to resolve them

Prepare and present discretionary memoranda for committee review and approval

Direct middle office to initiate account changes like terminations

Maintain current knowledge of developments in the trust legal and regulatory environment

Participate in special projects as assigned

A minimum of 10 years of trust administration and/or estate planning experience with at least 7 year as a trust officer

JD preferred; Masters or BA/BS from an appropriately accredited educational institution plus relevant trust education/experience/designations considered in lieu

Strong knowledge of the principles of trust administration required

Practical experience in the RIA and/or wealth management environments strongly preferred

Ability to work in a fast-paced environment including excellent time management skills and ability to balance multiple competing priorities

Strong analytical skills including the ability to research problems, determine root causes, and identify and implement solutions

Superior organizational skills and the ability to handle multiple priorities with grace without sacrificing quality, accuracy or deadlines

Laser-focused attention to detail

Proficiency in Microsoft Office applications

Excellent interpersonal and written and verbal communications skills, and the ability to deal effectively with a variety of people

Ability to work independently and efficiently and also to work well in a group setting

Highly motivated self-starter

Coverage on the first day of employment for medical, dental, and vision insurance

Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)

Mother's lounge onsite

Flexible PTO plan

In-office Monday through Thursday and work from home on Fridays

Free brand-new gym in the Chicago office

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

Base salary of $140,000- $150,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.