Senior High-Net-Worth Trust Advisor

United States Digital Space LLC; New Haven (CT); On-site; USD 98,000 - 210,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

United States Digital Space LLC is seeking a seasoned wealth management professional to manage fiduciary and investment accounts for high-net-worth clients and multi-generational families in New Haven, CT. You will drive business development, oversee trust administration and educate clients and team members on trust products.

Your role emphasizes compliance, risk management, and delivering a high‑touch client experience while growing the bank's relationships and revenue in a complex wealth

Qualifications

• Minimum of five years of trust administration and estate planning experience.
• Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning.
• Knowledge of regulatory and legal requirements related to client accounts and portfolios.
• Ability to identify and develop new business opportunities by pursuing existing clients and prospects.
• Demonstrates initiative and a proactive approach to problem solving.

Responsibilities

• Provides fiduciary administration support including review of trust instruments and risk.
• Supports investment management accounts including opening/closing and money movement.
• Engages with clients to tailor wealth solutions and deliver a high‑quality experience.
• Ensures compliance with regulatory and legal requirements related to client accounts.
• Identifies and develops new business opportunities with existing clients and prospects.

Skills

Business Development

Client Management

Customer and Client Focus

Risk Management

Wealth Planning

Client Experience Branding

Client Solutions Advisory

Decision Making

Presentation Skills

Process Management

Attention to Detail

Critical Thinking

Financial Analysis

Planning

Prospecting

Education

High School Diploma / GED / Secondary School or equivalent

Job description

United States Digital Space LLC is seeking a seasoned wealth management professional to manage fiduciary and investment accounts for high-net-worth clients and multi-generational families in New Haven, CT. You will drive business development, oversee trust administration and educate clients and team members on trust products.

Your role emphasizes compliance, risk management, and delivering a high‑touch client experience while growing the bank's relationships and revenue in a complex wealth