VP, Trust & Wealth Strategy

Wintrust Financial Corporation; United States Virgin Islands; Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with company match

Tuition reimbursement

Parental Leave

EAP

Job summary

Wintrust Private Trust Company is seeking an experienced Trust Administrator to manage complex personal trusts, estates, and IRAs. You will interpret governing documents, coordinate with portfolio managers, and ensure compliance with bank policies while servicing a high net worth client base.

You will collaborate with real estate, tax, and legal teams to prepare annual filings and support ongoing fiduciary responsibilities. A strong client-relations focus is required.

Qualifications

• Bachelor’s degree required.
• Minimum of 8 years of trust administration experience.
• Extensive knowledge of estates, personal trusts, IRAs, and investment management accounts.
• Excellent verbal and written communication skills.

Responsibilities

• Administers assigned trust accounts and related documents; interprets governing instruments and ensures compliance.
• Represents the bank in communications with clients, beneficiaries, attorneys, CPAs, and portfolio managers.
• Coordinates investment reviews, distributions from IRAs, and annual tax filings; supports estate and trust administration.
• Develops new business and maintains relationships with lawyers, accountants, and centers of influence.

Skills

Trust administration

Estates & trusts

IRAs

Investment management

Communication

Microsoft Office

Sales

Multitasking

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Wintrust Private Trust Company is seeking an experienced Trust Administrator to manage complex personal trusts, estates, and IRAs. You will interpret governing documents, coordinate with portfolio managers, and ensure compliance with bank policies while servicing a high net worth client base.

You will collaborate with real estate, tax, and legal teams to prepare annual filings and support ongoing fiduciary responsibilities. A strong client-relations focus is required.