Senior Trust Officer

United States Digital Space LLC; Charlotte (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

United States Digital Space LLC seeks a senior fiduciary and wealth management professional to manage high-net-worth trust accounts and guide multi-generational families. You will oversee fiduciary administration, coordinate investment management, and drive client development while ensuring regulatory compliance and risk controls.

You will work with teams to expand relationships, educate clients and partners, and deliver a high-quality wealth planning experience for discerning clients.

Qualifications

• Minimum of five years of trust administration and estate planning experience.
• Knowledge of compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios.
• Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects.
• Demonstrates initiative and a proactive approach to problem solving.
• Creative yet prudent approach to providing solutions within the bank's risk/reward profile.
• Proven ability to confidently close sales and meet or exceed revenue targets.
• Good people/partner communication skills and is a team player.
• High-net-worth clients' concerns/ issues savvy and sophisticated.

Responsibilities

• Provides fiduciary administration support including review of trust instruments and periodic trust reviews.
• Supports investment management accounts including opening/closing accounts and money movement.
• Engages with clients and prospects to build wealth tailored to goals with high-quality service.
• Ensures compliance with regulatory and legal requirements related to accounts and portfolios.
• Identifies and develops new business opportunities with existing clients and prospects.

Skills

Business Development

Client Management

Client Focus

Risk Management

Wealth Planning

Decision Making

Presentation Skills

Attention to Detail

Critical Thinking

Financial Analysis

Planning

Prospecting

Education

Bachelor's Degree or equivalent in High-Net-Worth Trust environment

High School Diploma or GED or equivalent

Job description

Job Description:

At the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

the company is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At the company, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

Responsibilities:

• Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
• Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
• Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
• Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Required Qualifications:

• Minimum of five years of trust administration and estate planning experience
• Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
• Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
• Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
• Demonstrates initiative and a proactive approach to problem solving
• Creative though prudent approach to providing solutions within the bank's risk/reward profile
• Proven ability to confidently close sales and meet or exceed revenue targets
• Has good people/partner communication skills and is a team player
• Displays a high level of savvy and sophistication regarding high-net-worth clients' concerns / issues
• Ability to communicate and connect with high-net-worth clients

Desired Qualifications:

• Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
• Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

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

Shift:1st shift (United States of America)

Hours Per Week:40