Senior Trust & Wealth Manager

Security National Bank; Omaha (NE); On-site; USD 90,000 - 140,000; Full time

Job summary

Security National Bank in Omaha, NE seeks a Sr. Trust Officer to oversee day-to-day administration of high-complexity trust accounts, including estates, IRAs and conservatorships, while building strong client relationships.

This role emphasizes a team approach to generating new business, maintaining compliance, and mentoring junior officers, with responsibilities across portfolio reviews, policy statements, and effective risk management.

Qualifications

• Bachelor's degree or higher in accounting, investments, or related field.
• Advanced professional designation (CPA, CFP, CTFA, MBA) preferred.
• Minimum 5–7 years of trust officer experience.

Responsibilities

• Administers complex trust accounts including trusts, conservatorships, agencies, IRAs and estates.
• Develops new business through retention-focused sales and referrals.
• Maintains client communication and dispute resolution.
• Supervises team workload, hiring, and performance reviews.
• Performs investment policy review and portfolio analysis.
• Ensures regulatory compliance and operational excellence.

Skills

Trust administration

Client relationship building

Regulatory compliance

Leadership

Communication skills

Education

Bachelor's degree in accounting/investments

Advanced designation (CPA/CFP/CTFA)

Job description

Security National Bank in Omaha, NE seeks a Sr. Trust Officer to oversee day-to-day administration of high-complexity trust accounts, including estates, IRAs and conservatorships, while building strong client relationships.

This role emphasizes a team approach to generating new business, maintaining compliance, and mentoring junior officers, with responsibilities across portfolio reviews, policy statements, and effective risk management.