Trust Officer

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Contact Erin Pals at epals@saigepartners.com, you can also schedule an appointment at https://calendly.com/epals-1/interiew-s to learn more about this opportunity!

Trust Officer

Job Overview: Our client, in banking, is seeking to add a NEW Trust Officer to their team. Trust Advisor to manage and grow relationships with clients possessing more than $5 million in investable assets. This individual will collaborate with the Private Banking team to identify, implement, and deliver fiduciary solutions that align with clients’ estate and wealth planning objectives. As a trusted advisor, you will play a critical role in fostering deep client relationships, managing complex estate planning matters, and coordinating efforts among internal teams and external advisors.

This is a Direct Hire role.

• Serve as the primary fiduciary contact for 50–75 high-net-worth households, overseeing approximately 250–300 accounts.

• Administer fiduciary accounts with trust assets typically exceeding $1 million, in strict accordance with governing documents and fiduciary standards.

• Ensure compliance with all fiduciary regulations, policies, and internal governance protocols.

• Collaborate closely with Private Bank colleagues to deliver comprehensive, advice-based solutions tailored to clients’ estate planning needs.

• Cultivate relationships with local centers of influence, including attorneys and CPAs, to uncover current and future opportunities for fiduciary appointments (e.g., Trustee, Successor Trustee, Executor).

• Lead due diligence for all new fiduciary appointments and assess opportunities for growth in fiduciary and investment management services.

• Maintain up-to-date knowledge of estate planning, trust and tax laws, and state-specific fiduciary regulations.

• Demonstrate sound judgment and decision-making in handling complex fiduciary matters.

• Uphold a strong culture of risk management by adhering to all policies and procedures and proactively identifying and addressing risk factors.

• Bachelor’s degree required; JD, MBA, or other relevant graduate degree preferred.

• CTFA designation or equivalent professional certification strongly preferred.

• Minimum of 10 years of fiduciary client service or sales experience.

• Deep expertise in trust administration, estate planning strategies, and income and estate tax issues.

• Proven ability to build and maintain high-touch client relationships with a service-oriented mindset.

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Saige Partners, one of the fastest growing technology and talent companies in the Midwest, believes in people with a passion to help them succeed. We are in the business of helping professionals Build Careers, Not Jobs. Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture. Contact us to learn more about the opportunity below or check out other opportunities at https://careers.saigepartners.com/.