Senior Trust & Estate Advisor

BMO; Chicago (IL); On-site; USD 102,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Wealth Sales & Service in Chicago seeks a senior fiduciary account leader to manage trust, agency, and probate accounts, guiding client relationships and ensuring regulatory compliance. You will develop strategic proposals, present to clients, and coordinate cross-team efforts to deliver superior service.

The role requires 7+ years’ experience in fiduciary services, a finance-related degree, and expert knowledge of trust administration, tax, and estate planning.

Qualifications

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Bachelor’s degree in Finance or related field preferred.
• In-depth / expert knowledge of Personal Trust Administration processes and procedures
• In-depth / expert knowledge of Trust Tax, Trust Accounting and Investment Management
• In-depth / expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.

Responsibilities

• Oversees content and marketing materials for new business proposals to ensure profitability and risk management.
• Identifies opportunities to grow existing relationships and develop new business.
• Makes presentations to clients/prospects in conjunction with others based on needs.
• Provides day-to-day technical support to fiduciary account management team.
• Manages trust, agency or probate accounts as trustee.
• Acts as Relationship Manager to assigned clients and collaborates with the client team.

Skills

Verbal communication

Written communication

Analytical thinking

Problem solving

Influence

Collaboration

Ambiguity tolerance

Data-driven decision making

Education

Bachelor’s degree in Finance

Post-secondary degree in related field

Job description

BMO Wealth Sales & Service in Chicago seeks a senior fiduciary account leader to manage trust, agency, and probate accounts, guiding client relationships and ensuring regulatory compliance. You will develop strategic proposals, present to clients, and coordinate cross-team efforts to deliver superior service.

The role requires 7+ years’ experience in fiduciary services, a finance-related degree, and expert knowledge of trust administration, tax, and estate planning.