Senior Trust & Estate Strategy Lead

Bank of Montreal; 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

Bank of Montreal in Chicago seeks a Wealth Trust & Estate professional to provide high quality sales and service to Trust & Estate clients, delivering exceptional client experiences, and offering technical expertise for fiduciary account management and administration.

In this role you will oversee content for proposals, identify growth opportunities, manage trust and probate accounts as trustee, and collaborate with the regional team to align strategy with risk and profitability.

Qualifications

• 7+ years of relevant experience in Trust & Estate services.
• Post-secondary degree or equivalent experience.
• Expert knowledge of fiduciary laws and estate planning techniques.

Responsibilities

• Provides high quality sales and service to Trust & Estate clients.
• Oversees content and marketing materials for new business proposals.
• Identifies opportunities to grow existing relationships.
• Manages trust, agency or probate accounts as trustee.
• Leads governance meetings and supports risk management implementation.

Skills

Trust administration

Estate planning

Tax regulations

Analytical skills

Verbal & written communication

Collaboration

Data-driven decision making

Education

Bachelor's degree in Finance or related field

Job description

Bank of Montreal in Chicago seeks a Wealth Trust & Estate professional to provide high quality sales and service to Trust & Estate clients, delivering exceptional client experiences, and offering technical expertise for fiduciary account management and administration.

In this role you will oversee content for proposals, identify growth opportunities, manage trust and probate accounts as trustee, and collaborate with the regional team to align strategy with risk and profitability.