Delaware Trust Strategy & Client Advisory Lead

Bank of America Corporation; Wilmington (DE); On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America Corporation seeks a Delaware Senior Trust Officer to manage the Delaware trust book, providing Delaware Trust Law expertise to national markets. The role collaborates with private bank teams and fiduciary advisors to advance trust book growth and client service excellence.

The STO will handle complex accounts, mentor juniors, and ensure fiduciary risk is managed while coordinating with tax and fund managers for timely tax returns and compliance.

Qualifications

• 7+ years of trust experience.
• Bachelor’s degree or equivalent experience; CTFA or JD highly preferred.

Responsibilities

• Manage Delaware trust book in coordination with national Private Bank teams.
• Maintain fiduciary risk controls and ensure compliance with trust policy.
• Mentor junior associates and support client teams with estate and financial planning.
• Coordinate with tax, fund managers, and client preparers for timely tax returns.
• Build and deepen relationships with clients and advisors to grow the Delaware trust book.

Skills

Account Management

Analytical Thinking

Attention to Detail

Client Management

Communication

Mentoring

Time Management

Education

High School Diploma / GED

CTFA or JD preferred

Job description

Bank of America Corporation seeks a Delaware Senior Trust Officer to manage the Delaware trust book, providing Delaware Trust Law expertise to national markets. The role collaborates with private bank teams and fiduciary advisors to advance trust book growth and client service excellence.

The STO will handle complex accounts, mentor juniors, and ensure fiduciary risk is managed while coordinating with tax and fund managers for timely tax returns and compliance.