Associate Director, Trust & Investment Services

Lewis James Professional; Anchorage (AK); On-site; USD 120,000 - 180,000; Full time

Job summary

Lewis James Professional is seeking an Associate Director for Trust & Investment Services in a direct hire engagement with a financial services client. The role focuses on growing the wealth management and trust business while leading a team of professionals.

Ideal candidates bring 8+ years in trust or wealth management, and a minimum of 2 years in a leadership role, with strong business development and client relationship skills.

Qualifications

• 8+ years of trust, investment management, or wealth management experience.
• 2+ years of management experience.
• Strong client relationship and business development skills.

Responsibilities

• Lead business development and relationship management for the Wealth Management & Trust Department.
• Coach, mentor, and manage trust and investment officers.
• Oversee trust administration and investment management for complex client relationships.
• Collaborate with bank partners to deliver comprehensive wealth management solutions.
• Ensure compliance with fiduciary standards and banking regulations.

Skills

Business development

Relationship management

Leadership

Strategic planning

Education

Bachelor's degree in Business, Finance, or related field

MBA, JD, CFA, or CFP designation preferred

Job description

Associate Director, Trust & Investment Services

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking an Associate Director, Trust & Investment Services for a direct hire opportunity with a financial services client.

Responsibilities

• Lead business development and relationship management efforts for the Wealth Management & Trust Department.
• Coach, mentor, and manage trust and investment officers.
• Develop and execute strategies to grow trust and investment business.
• Oversee trust administration, investment management, and complex client relationships.
• Collaborate with bank partners to deliver comprehensive wealth management solutions.
• Ensure compliance with fiduciary standards, banking regulations, and internal policies.
• Manage departmental performance, reporting, and staff development.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 8+ years of trust, investment management, or wealth management experience.
• 2+ years of management experience.
• Strong business development and client relationship skills.
• MBA, JD, CFA, or CFP designation preferred
• Advanced knowledge of trust administration and investment markets preferred.

Lewis James Professional is an Equal Opportunity Employer. M/F/D/V