Vice President, Trust & Wealth Management
$90,000 - $115,000 per year
Apply (opens in a new tab)Vice President, Trust & Wealth Management
Posted today
SENIORITY
Manager
SALARY
$90,000 - $115,000 per year
About the role
- Oversee trust administration with a strong focus on compliance, risk management, and operational excellence
- Lead policy and procedure review and enhancements to ensure ongoing regulatory compliance
- Partner with divisional leadership on Board and committee reporting
- Support and lead internal and external audits and regulatory examinations (FDIC, IDFPR)
- Prepare and review court accountings and related documentation for court-supervised accounts
- Oversee and support annual fiduciary income tax reporting and filing
- Complete Regulation 9 annual reviews
- Act as discretionary investment manager for assigned accounts in alignment with client objectives, governing documents, and Bank policy
- Identify, cultivate, and develop new business opportunities across all Bank departments
- Serve as an active member of the Trust Administrative Committee and Trust Investment Committee
- Contribute to departmental leadership, strategic initiatives, and continuous improvement efforts
- Perform other duties as assigned to support the Bank's continued success
- Well-managed, complex fiduciary accounts aligned with governing documents, client objectives, and Bank policy
- Strong regulatory compliance, audit readiness, and proactive risk management
- Deep, trusted client relationships built on expertise, integrity, and service
- Meaningful contribution to department growth, revenue generation, and referral activity
- Leadership presence within the department and effective collaboration across the organization
- We are seeking candidates who bring
- Advanced expertise in fiduciary administration, trust operations, and investment management
- Strong knowledge of regulatory requirements, risk management practices, and fiduciary standards
- Ability to analyze and interpret complex trust documents, wills, and court orders
- Excellent communication and interpersonal skills with the ability to influence and build trust
- Strong leadership, organizational, and time-management skills in a deadline-driven environment
- High degree of integrity, professionalism, and sound judgment
- Proven business development mindset with the ability to cultivate and grow client relationships
- Ability to work independently while contributing to a collaborative, high-performing team
- Ability to travel as needed
- Minimum of five (5) years of experience in trust administration, estate settlement and/or estate planning
- Bachelors degree preferred; completion of trust school and/or relevant industry certifications or designations (CPA, CFP, CFA, and/or CTFA) strongly preferred, JD preferred
- Significant experience with trust accounting, portfolio management, and fiduciary software platforms preferred
- Prior banking or financial services experience preferred
- Competitive compensation aligned with experience
- Leadership influence and career growth opportunities
- Strong internal partnerships and collaborative culture
- Robust benefits package
- Community-centred organization with long-term stability
- Equal Opportunities Statement
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
