Chief Trust & Wealth Management Officer
Confidential
Chief Trust & Wealth Management Officer
About the Company
Established community bank providing personal & business financial services
Industry
Banking
Type
Privately Held
Founded
1887
Employees
51-200
Specialties
- personal checking and savings accounts
- online and mobile banking
- business checking and savings accounts
- personal and business loans
- mortgage loans
- home equity loans
- trust
- wealth management
- and home loans
About the Role
The Company is seeking a Chief Trust & Wealth Management Officer to join its executive leadership team. The successful candidate will be responsible for the overall strategy, growth, profitability, client service, and risk management of the trust and wealth management business. This role demands a dynamic leader with a minimum of a bachelor’s degree in a relevant field and at least 10 years of experience in trust, fiduciary, wealth management, private banking, or investment management, including a significant focus on high-net-worth clients. The Chief Trust & Wealth Management Officer will ensure that the business operates in compliance with all fiduciary standards, laws, regulations, and bank policies, and will be instrumental in the development and execution of business strategies to drive sustainable growth and profitability. Applicants for the Chief Trust & Wealth Management Officer position at the company should have a proven track record of leading and developing a team, as well as strong business development capabilities. The role requires a leader with exceptional judgment, integrity, and the ability to make sound decisions in complex financial and legal matters. The ideal candidate will have experience in managing departmental financial performance, including budgets and performance metrics, and the ability to provide clear and credible reporting to executive management and the Board of Directors. A Certified Trust and Fiduciary Advisor designation or equivalent advanced credential is preferred, and the candidate should be adept at fostering a high-performance culture and leading through organizational change.
Hiring Manager Title
Chief Executive Officer (CEO)
Functions
- Finance
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