Senior Trust Officer — Lead High‑Net‑Worth Trusts

CISA Trust Company; Sioux Falls (SD); Vor Ort; USD 100.000 - 160.000; Vollzeit

Zusammenfassung

CISA Trust Company (South Dakota) LLC is hiring a Senior Trust Officer to lead a team of trust administrators and officers, managing portfolios of complex structures. You will partner with wealth planning teams to drive new trust business and deepen relationships with current clients.

This role requires strong regulatory knowledge, excellent communication, and the ability to perform in a high-paced, high net-worth environment with oversight to the Board of Managers.

Qualifikationen

• 3+ years experience within the trust administration industry, ideally with exposure to both local and international clientele.
• Law, Business Administration or similar degree.
• Fiduciary professional with CTFA, CFP, AEP, JD, CPA or TEP, preferred.

Aufgaben

• Supervising and leading a team of trust administrators and trust officers, who will be administering portfolios of complex and demanding structures.
• Partner with wealth planning teams to drive business development and close new trust business.
• Identify opportunities to deepen client relationships and meet with key clients as needed.
• Oversee risk management activities and report to the Board of Managers.
• Manage day-to-day office operations including revenues and expenditures.

Kenntnisse

Trust administration

Client relationship management

Regulatory knowledge

Communication skills

Leadership

Problem solving

Attention to detail

Team player

Ausbildung

Law or Business Administration degree

Fiduciary certifications (preferred)

Jobbeschreibung

CISA Trust Company (South Dakota) LLC is hiring a Senior Trust Officer to lead a team of trust administrators and officers, managing portfolios of complex structures. You will partner with wealth planning teams to drive new trust business and deepen relationships with current clients.

This role requires strong regulatory knowledge, excellent communication, and the ability to perform in a high-paced, high net-worth environment with oversight to the Board of Managers.