Senior Fiduciary Strategist - Private Bank

Fifth Third Bank, N.A.; Naples (FL); On-site; USD 110,000 - 180,000; Full time

Job summary

Fifth Third Bank, National Association in Naples, FL seeks a Senior Trust Advisor to deliver fiduciary solutions and lead complex trust administration in close partnership with the Private Bank team.

You will manage client relationships, oversee trust accounts, ensure regulatory compliance, and contribute to regional growth by providing strategic fiduciary guidance aligned with clients' goals. The role emphasizes risk management and cross-team collaboration within a wealth context.

Qualifications

• Bachelor's degree or higher in Finance, Accounting, Law or related field.
• CTFA/CFP preferred.
• Assesses and interprets trust documents and regulations.
• Advises on complex fiduciary strategies.
• Demonstrates fiduciary judgement and discretion.

Responsibilities

• Serve as a Trusted Advisor by developing close client relationships and integrating fiduciary components with client values.
• Coordinate with Private Bank and partners to expand relationships.
• Support new trust business and participate in client presentations as needed.
• Explain estate planning concepts and provide best-practice fiduciary advice.
• Oversee complex trust accounts ensuring compliance with documents and laws.
• Lead due diligence on new fiduciary appointments and identify client needs.

Skills

Client relationship management

Fiduciary knowledge

Communication skills

Team collaboration

Attention to detail

Microsoft Office

Education

Bachelor's degree in Finance, Accounting, Law

CTFA or CFP preferred

Tools

Estate planning software

Regulatory compliance systems

Job description

Fifth Third Bank, National Association in Naples, FL seeks a Senior Trust Advisor to deliver fiduciary solutions and lead complex trust administration in close partnership with the Private Bank team.

You will manage client relationships, oversee trust accounts, ensure regulatory compliance, and contribute to regional growth by providing strategic fiduciary guidance aligned with clients' goals. The role emphasizes risk management and cross-team collaboration within a wealth context.