Senior Trust Officer & Wealth Strategy Leader

Wintrust Financial Corporation; St. John (IN); On-site; USD 85,000 - 110,000; Full time

Job summary

Wintrust Wealth Management is seeking a VP, Trust Officer to oversee the complete administration of personal trusts, estates, guardianships, IRAs, and related accounts. The role requires coordinating with attorneys, beneficiaries, and portfolio managers while ensuring compliance and fiduciary duties.

You will develop client relationships, collaborate with internal partners, and contribute to business growth across Northwest Indiana and surrounding regions.

Qualifications

• Bachelor’s degree required.
• Minimum of 8 years of trust administration experience.
• Extensive knowledge of estates, personal trusts, IRAs, and investment management accounts.
• Exceptional verbal and written communication skills.
• Highly proficient with Microsoft Office Suite.

Responsibilities

• Represent Wintrust Private Trust Company as trustee with irrevocable and revocable trusts, reviewing documents and taking fiduciary actions.
• Coordinate with real estate team to protect, insure, oversee management, sale or purchase of real estate.
• Prepare and review annual tax returns; coordinate investment reviews and meetings with clients.

Skills

Verbal communication

Sales acumen

Client relations

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Wintrust Wealth Management is seeking a VP, Trust Officer to oversee the complete administration of personal trusts, estates, guardianships, IRAs, and related accounts. The role requires coordinating with attorneys, beneficiaries, and portfolio managers while ensuring compliance and fiduciary duties.

You will develop client relationships, collaborate with internal partners, and contribute to business growth across Northwest Indiana and surrounding regions.