Trust & Investment Services Leader - Growth & Strategy

Lewis | James Professional; Anchorage (AK); On-site; USD 120,000 - 180,000; Full time

Job summary

Lewis James Professional seeks an Associate Director for Trust & Investment Services to lead the Wealth Management and Trust Department, shaping strategy and client engagement. You will coach trust and investment officers and partner with bank colleagues to deliver integrated wealth solutions.

Requirements include a Bachelor’s degree in Business or Finance and 8+ years in trust or wealth management, with 2+ years in leadership.

Qualifications

• Bachelor’s degree in Business, Finance, or related field (required).
• 8+ years of trust, investment management, or wealth management experience (required).
• 2+ years of management experience (required).
• MBA, JD, CFA, or CFP designation preferred.

Responsibilities

• Lead business development and relationship management efforts for the Wealth Management & Trust Department.
• Coach, mentor, and manage trust and investment officers.
• Develop and execute strategies to grow trust and investment business.
• Oversee trust administration, investment management, and complex client relationships.
• Collaborate with bank partners to deliver comprehensive wealth management solutions.
• Ensure compliance with fiduciary standards, banking regulations, and internal policies.
• Manage departmental performance, reporting, and staff development.

Education

Bachelor’s degree in Business or Finance

Job description

Lewis James Professional seeks an Associate Director for Trust & Investment Services to lead the Wealth Management and Trust Department, shaping strategy and client engagement. You will coach trust and investment officers and partner with bank colleagues to deliver integrated wealth solutions.

Requirements include a Bachelor’s degree in Business or Finance and 8+ years in trust or wealth management, with 2+ years in leadership.