Senior Director, Trust & Investment Services

Lewis James Professional; Anchorage (AK); On-site; USD 130,000 - 180,000; Full time

Job summary

Lewis James Professional is seeking an Associate Director for Trust & Investment Services to lead business development and relationship management within the Wealth Management & Trust Department. The role includes coaching and mentoring trust and investment officers and developing strategies to grow the trust and investment business.

The position oversees trust administration, investment management, and complex client relationships, collaborating with bank partners to deliver comprehensive

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.
• MBA, JD, CFA, or CFP designation preferred.
• Advanced knowledge of trust administration and investment markets preferred.

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.

Skills

Business development

Client relationship management

Leadership

Education

Bachelor's degree in Business or Finance

MBA / JD / CFA / CFP preferred

Job description

Lewis James Professional is seeking an Associate Director for Trust & Investment Services to lead business development and relationship management within the Wealth Management & Trust Department. The role includes coaching and mentoring trust and investment officers and developing strategies to grow the trust and investment business.

The position oversees trust administration, investment management, and complex client relationships, collaborating with bank partners to deliver comprehensive