Senior Trust Officer - High-Net-Worth Wealth Steward

Wilmington Trust; New York (NY); On-site; USD 151,000 - 251,000; Full time

Job summary

Wilmington Trust in New York seeks a Senior Trust Officer to oversee complex fiduciary relationships, focusing on Delaware directed trusts and discretionary structures, partnering across wealth management, tax, and fiduciary teams to deliver tailored solutions.

You will manage high-net-worth client relationships, interpret trust documents, coordinate distributions and tax matters, and ensure compliance with regulations while maintaining exceptional service.

Qualifications

• Bachelor's degree and a minimum of 5 years of fiduciary, trust administration, estate administration, or wealth management experience.
• Demonstrated experience administering complex trust relationships.
• Strong understanding of fiduciary principles, trust administration, distributions, and trust taxation.

Responsibilities

• Administer a portfolio of complex trust relationships, including Delaware directed trusts, discretionary trusts, and trusts holding closely held business interests and other unique assets.
• Serve as the primary relationship manager for high-net-worth and ultra-high-net-worth clients, beneficiaries, family offices, attorneys, accountants, and other trusted advisors.
• Exercise sound fiduciary judgment while ensuring all account activity is administered in accordance with governing documents, applicable regulations, and Wilmington Trust policies.
• Interpret and apply trust agreements, wills, settlement agreements, and related fiduciary documents to support administration and decision-making.
• Coordinate distributions, tax-related matters, account reviews, and other trust administration activities.
• Develop a thorough understanding of Delaware directed trust structures, including the distinct roles and responsibilities of trustees, investment advisors, distribution advisors, and trust protectors.
• Partner with internal specialists across investments, fiduciary services, tax, legal, and compliance to deliver a seamless client experience.
• Proactively identify and address client needs while maintaining the highest standards of service, professionalism, and responsiveness.
• Monitor risk and ensure adherence to fiduciary, regulatory, and operational requirements.
• Support business development efforts by strengthening existing client relationships and collaborating with colleagues across the wealth business.

Skills

fiduciary administration

trust administration

communication skills

analytical skills

relationship management

Education

Bachelor's degree

Tools

Delaware directed trusts experience

Job description

Wilmington Trust in New York seeks a Senior Trust Officer to oversee complex fiduciary relationships, focusing on Delaware directed trusts and discretionary structures, partnering across wealth management, tax, and fiduciary teams to deliver tailored solutions.

You will manage high-net-worth client relationships, interpret trust documents, coordinate distributions and tax matters, and ensure compliance with regulations while maintaining exceptional service.