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Head of Trust and Fiduciary Services

Department: Wealth Management
Location: Phoenix, AZ

Responsibilities:

  • Responsible for the budgeting, hiring, supervision, and leadership of a team comprised of trust officers and business specific support personnel.
  • Responsible for developing, executing, refining, supervising and maintaining: administrative support plans; fiduciary policies and procedures; systems administration reviews; forms, fees and disclosures; and business growth opportunities.
  • Serves as the chairperson for Trust Administration Committee. May serve as a voting or advisory member of Trust Committee, and / or other committees as assigned.
  • Leads all legal matters related to WM/Trust businesses, individually, and in conjunction with Corporate Counsel and/or outside counsel.
  • Represents FIBT in the community through leadership on one or more non-profit boards.
  • Serves as subject matter expert for advanced trust, estate, charitable, or legacy planning prospects and client’s bank wide.
  • Collaborating with other areas of WM and the bank to enhance and deepen client relationships
  • Assists with projects involving the market area and/ or bank-wide initiatives

Position Competencies:

  • Result Orientated
  • Customer Orientated
  • Problem Solver
  • Self-Motivated
  • Develops Others

FIBT Competencies:

  • Maintain confidentiality
  • Uphold FIBT’s Mission, Vision and Corporate Values
  • Follow policies, procedures, internal controls and perform responsibilities with ethics and integrity
  • Observes safety and security procedures
  • Is consistently at work on time and ensures work responsibilities are covered when absent

Education/Experience: 

  • Bachelor's degree in finance or economics
  • Law degree (JD) and/ or Master of Laws (LLM) is required
  • Demonstrated success in driving business in the wealth management/trust space
  • 10+ years' trust administration, estate planning, legal experience
  • Previous experience as a mid-senior level manager in a wealth management/trust setting is required

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill and/or ability required.