Regional Fiduciary Advisor

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Description:
Responsible for fiduciary business acceptance in Region and assisting with training of PWM on fiduciary issues, responsible for publication of Practical Drafting, quarterly estate planning/tax and fiduciary technical publication, provide line support in the form of technical expertise to Legal on fiduciary related projects, responsible for assisting in setting, drafting and implementing fiduciary policies across lines of business, ensuring regulatory and legal compliance.

Skills:

• Attention to Detail
• Critical Thinking
• Decision Making
• Influence
• Written Communications
• Collaboration
• Customer and Client Focus
• Executive Presence
• Negotiation
• Oral Communications
• Adaptability
• Analytical Thinking
• Innovative Thinking
• Prioritization
• Problem Solving

Desired Qualifications

In depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations pertaining to fiduciaries.

•  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 estate planning, tax, regulatory, legal and compliance
• Strong ability to work in partnership with other functions/roles, including Legal and Risk
• Keen awareness of when to escalate matters to Legal and/or management
• 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 required
• International experience preferred

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

Shift:

Hours Per Week: