Director – Fiduciary Services

10+ years in trust relationship management, with 7–10 years in leadership and business development
5+ years of leadership experience managing fiduciary teams, with a strong ability to mentor and develop talent
A Juris Doctor (JD) or Certified Trust and Fiduciary Advisor (CTFA) is required
In-depth knowledge of trust and estate administration, fiduciary regulations, and compliance standards
Proven ability to think strategically and drive process improvements that support organizational growth
Strong communication and presentation skills, especially when engaging with executive leadership and Board members
Exceptional organizational skills with experience managing complex processes, reporting, and committee participation
A commitment to staying current with legal, regulatory, and industry developments in fiduciary services

Lead, mentor, and develop a high-performing fiduciary team, fostering a culture of collaboration, accountability, and service excellence
Oversee daily fiduciary operations—including policies, procedures, and reporting—ensuring efficiency and consistent service delivery
Manage complex trust and estate accounts while ensuring full compliance with legal, regulatory, and company standards
Deliver clear, insightful reporting to executive leadership and the Board, offering strategic recommendations for improvement
Optimize talent management by reviewing performance, planning for succession, and keeping skills aligned with evolving business needs
Ensure full compliance with all state and federal regulations, supporting successful audits and examinations
Lead and support key internal committees (e.g., TIC/TAC, Trust), and prepare quarterly reports for the Board Trust Committee
Stay current on fiduciary laws, regulations, and best practices to maintain operational excellence and mitigate risk

No preferred qualifications provided.