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Senior Trust Officer

Wilmington, Delaware

Job Description:

Business Overview

 

Private Bank, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

 

Private Bank is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. Private Bank employs more than 4,100 professionals and maintains 135 offices in 33 states.

Job Description:

The Delaware Senior Trust Officer (Delaware STO) maintains a trust book and is a seasoned Trust Officer providing Delaware Trust Law expertise to the national markets. Delaware STO works closely with national Private Banking teams and Merrill Financial Advisors to achieve strategic objectives of PWM markets overall. The Delaware STO's primary responsibilities are the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth. The Delaware STO will have a complex book of business and will be expected to deepen his or her relationships through estate and financial planning. The Delaware STO works with the PCA/Client Team, and ML Financial Advisors and/or national MTE, MTTL or TTL to assure trust product awareness and education of clients and U.S. Trust associates in national markets. Responsible for the Delaware STO book's management of fiduciary risks and trust policy adherence.  Able to mentor more junior associates.  Well-respected internally and externally (e.g. COI) with proven ability to partner effectively.

Required Skills:

  • 10 + years of technical expertise in the areas of trust administration, fiduciary law, and/or estate and wealth transfer planning

  • Bachelor’s degree required. JD, CPA,  LLM, or CFP designations preferred.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21015971

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
2951 Centerville Rd, DE, Wilmington, 19808