Chief Wealth & Trust Strategy Leader

Range Bank; Marquette (MI); Hybrid; USD 180,000 - 290,000; Full time

Benefits offered by this job

Paid time off

Volunteer time off

Paid holidays

Health insurance

Telehealth

HSA plan options

Vision

Dental

401(k) match

Short term disability

Long term disability

Life insurance

Voluntary life insurance

Employee Assistance Program

Employee Stock Purchase Plan

Job summary

Range Bank in Marquette, MI seeks a dynamic Chief Trust & Wealth Management Officer to lead our wealth management, trust, fiduciary duties, and investment management teams across Michigan and Wisconsin. The role drives strategy, growth, client service, and risk management in a multi-location environment.

The successful candidate will have a strong track record in high-net-worth advisory services, compliance, and team leadership, with the ability to foster a high-performance culture rooted in

Qualifications

• Bachelor’s degree in business, finance, accounting, economics, law, or related field.
• 10+ years in trust/wealth management or related fields with high-net-worth experience.
• 5+ years leading a trust/wealth management department.
• Knowledge of trust administration, fiduciary law, investment management, and planning.
• Experience with fiduciary risk, compliance, audits, and policy development.
• Proven ability to develop strategies for asset and revenue growth.
• Experience leading cross-location teams and building a high-performance culture.
• Strong business development and relationship-building with clients and professionals.
• Ability to report to executives and boards.

Responsibilities

• Develops, reviews, and maintains trust policies and procedures.
• Directs and oversees Trust & Wealth Management department and employees.
• Maintains and grows customer relationships through business development and community engagement.
• Interacts with clients to promote estate planning, financial management and investment services.
• Sets and tracks goals for staff aligned with the organization.
• Preparation and presentation of reports to Board of Directors.
• Upholds confidentiality and cyber security awareness.

Skills

Leadership

Fiduciary expertise

Regulatory compliance

Business development

Team leadership

Client relations

Strategic planning

Education

Bachelor's degree

Job description

Range Bank in Marquette, MI seeks a dynamic Chief Trust & Wealth Management Officer to lead our wealth management, trust, fiduciary duties, and investment management teams across Michigan and Wisconsin. The role drives strategy, growth, client service, and risk management in a multi-location environment.

The successful candidate will have a strong track record in high-net-worth advisory services, compliance, and team leadership, with the ability to foster a high-performance culture rooted in