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Regional Fiduciary Officer

Charlotte, North Carolina;

Job Description:

Responsible for providing advice, guidance and training to Bank of America Private Bank fiduciary account teams and centralized units on technical fiduciary issues in support of sales efforts and the administration processes across the Private Bank’s fiduciary book of personal trust and philanthropic accounts.  Assist account officers with exercise of fiduciary discretion and review of new business opportunities.  Responsible for providing early intervention on fiduciary problems and risk matters.  Serves as primary resource for comprehensive fiduciary and technical advice relating to the administration of personal trust and philanthropic accounts.  In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations governing the Private Bank’s fiduciaries and charitable trusts.

Qualifications:

  • 5+ years’ experience as a practicing Trusts & Estates

lawyer in private practice and/or time employed by a

Bank, Private Wealth Management firm or Trust Company

performing a legal, risk or fiduciary line of business function

  • Experience working with trust officers/fiduciary specialists

and making fiduciary related risk-reward decisions

  • Demonstrated ability to intelligently and persuasively

articulate positions and influence decision makers and

management on all levels as well as COIs and other

external partners

  • Technical expertise in areas of fiduciary, planning, tax,

regulatory, legal and compliance

  • Strong ability to work in partnership with other functions/

roles, including Legal and Risk

  • Understanding of when to escalate matters

Education Requirements or Certifications:

  • Attorney licensed to practice law in at least one U.S. jurisdiction
  • B.A. or B.S. (four year undergraduate degree) and J.D. degree

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Responsible for providing advice, guidance and training to Bank of America Private Bank fiduciary account teams and centralized units on technical fiduciary issues in support of sales efforts and the administration processes across the Private Bank’s fiduciary book of personal trust and philanthropic accounts.  Assist account officers with exercise of fiduciary discretion and review of new business opportunities.  Responsible for providing early intervention on fiduciary problems and risk matters.  Serves as primary resource for comprehensive fiduciary and technical advice relating to the administration of personal trust and philanthropic accounts.  In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations governing the Private Bank’s fiduciaries and charitable trusts.

Qualifications:

  • 5+ years’ experience as a practicing Trusts & Estates

lawyer in private practice and/or time employed by a

Bank, Private Wealth Management firm or Trust Company

performing a legal, risk or fiduciary line of business function

  • Experience working with trust officers/fiduciary specialists

and making fiduciary related risk-reward decisions

  • Demonstrated ability to intelligently and persuasively

articulate positions and influence decision makers and

management on all levels as well as COIs and other

external partners

  • Technical expertise in areas of fiduciary, planning, tax,

regulatory, legal and compliance

  • Strong ability to work in partnership with other functions/

roles, including Legal and Risk

  • Understanding of when to escalate matters

Education Requirements or Certifications:

  • Attorney licensed to practice law in at least one U.S. jurisdiction
  • B.A. or B.S. (four year undergraduate degree) and J.D. degree

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21061969

Band: H4

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Teresa Perry

Referral Bonus:

0