Senior Trust & Estate Services Leader

BMO; Chicago (IL); In loco; USD 100.000 - 220.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descrizione del lavoro

BMO in Chicago seeks an experienced Trust & Estate professional to manage fiduciary accounts and drive client relationships. You will provide technical support for fiduciary administration, oversee proposals, and collaborate across the regional team to deliver compliant, high-quality service.

You will lead strategy and governance discussions, present to clients, and help expand existing relationships while maintaining rigorous risk controls. Strong regulatory knowledge is essential.

Competenze

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or equivalent combination of education and experience.
• 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
• Verbal & written communication skills - In-depth / Expert
• Analytical and problem solving skills - In-depth / Expert
• Influence skills - In-depth / Expert
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert
• Able to manage ambiguity
• Data driven decision making - In-depth / Expert

Mansioni

• Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management.
• Identifies opportunities to grow existing relationships and develop new business.
• Makes presentations to clients/prospects in conjunction with others based upon their needs.
• Provides day to day technical support team members responsible for fiduciary account management.
• Manages trust, agency or probate accounts in the role of trustee.
• May act as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client/relationship team.

Formazione

Bachelor’s degree in Finance or related field

Descrizione del lavoro

BMO in Chicago seeks an experienced Trust & Estate professional to manage fiduciary accounts and drive client relationships. You will provide technical support for fiduciary administration, oversee proposals, and collaborate across the regional team to deliver compliant, high-quality service.

You will lead strategy and governance discussions, present to clients, and help expand existing relationships while maintaining rigorous risk controls. Strong regulatory knowledge is essential.