Fiduciary Director

ECLARO; New York (NY); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Annual Bonus

Job summary

A premiere investment bank seeks a Fiduciary Director to oversee Trust Services in New York. You will manage teams of trust officers, ensure high-quality client service, and handle trust account administration for high-net-worth clients. The ideal candidate has extensive experience in fiduciary products, leadership abilities, and strong communication skills. A degree in finance or law is preferred, alongside a strong understanding of fiduciary law. This is a full-time role with competitive compensation.

Qualifications

• 8+ years of Fiduciary Products experience.
• 4+ years of management or leadership experience.

Responsibilities

• Manage and develop trust centers and associated teams.
• Provide leadership and mentoring for professional development.
• Identify opportunities for process improvement and risk control.
• Ensure exceptional customer service and resolve escalated issues.
• Oversee responses to audits, risk assessments, and regulatory reviews.

Skills

Fiduciary Products

Leadership

Communication

Trust Administration

Process Improvement

Education

BS/BA degree or higher

Juris Doctor (JD)

CTFA or similar designation

Job description

Base pay range

$200,000.00/yr - $250,000.00/yr

Additional compensation types

Annual Bonus

Fiduciary Director – Trust Services

Our client, a premiere investment bank, is seeking a Fiduciary Director to oversee the delivery of its Trust Services offering in the Northeast region. The Fiduciary Director will manage multiple teams of trust officers and associates located in our Northeast offices, with responsibility for managing the firm’s trust and agency account administration for high‑net‑worth and ultra‑high‑net‑worth clients of Wealth and Investment Management.

In this role, you will:

• Manage and develop trust centers, associated support, and specialty teams within Information, Management and Technology in roles with focus on delivering moderate complexity and risk.
• Engage and influence stakeholders, internal partners and peers associated with the Information, Management and Technology functions or affected by its outcome.
• Provide leadership and mentoring the professional development of information, Management and Technology team.
• Identify opportunities and strategies for process improvement and risk control development within Fiduciary Management team.
• Ensure the delivery of exceptional customer service, effectively resolve escalated problems or issues.
• Oversee conduct and management responses to internal audits, risk assessments, regulatory reviews as well as management and maintenance of effective systems to ensure satisfactory audit and serviced standards are met.
• Lead Fiduciary Management team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables.
• Interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk.
• Collaborate and influence all levels of professionals including managers as well as interact directly with external customers.
• Lead team to achieve objectives.
• Manage allocation of people and financial resources for Fiduciary Products Group.
• Develop and guide a culture of talent development to meet business objectives and strategy.

Required Qualifications

• 8+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• 4+ years of management or leadership experience.

Desired Qualifications

• A BS/BA degree or higher.
• A Juris Doctor (JD) degree.
• CTFA or similar industry designation.
• Extensive experience in trusts and estates and/or corporate fiduciary experience.
• Knowledge and understanding of trust, trust administration, fiduciary law, and federal regulations/operations.
• Leadership experience with ability to effectively manage and engage teams.
• Strong communication skills and the ability to operate autonomously in a high‑pressure environment.

Equal Opportunity Employer

Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.