Job summary
Job post source
This job is directly from Wilmington Trust
Job overview
The Senior Trust Officer at Wilmington Trust manages complex trust relationships, ensuring fiduciary oversight and client satisfaction within the wealth management practice.
Responsibilities and impact
The role involves administering trust accounts, serving as the primary client contact, managing risk, coordinating with client teams, supporting new business development, and maintaining regulatory compliance.
Compensation and benefits
The salary range is $115,703.73 to $192,839.55 USD, with compensation based on experience; specific benefits are not detailed.
Experience and skills
Requires a bachelor's degree and at least 7 years of fiduciary or related financial services experience; JD, Master's degree, or CTFA certification preferred; strong communication, planning, organizational, and client relationship skills are essential.
Career development
The position offers mentorship opportunities and supports professional growth within the wealth practice and regional leadership.
Work environment and culture
The company promotes a culture of belonging, professionalism, integrity, and adherence to risk and regulatory standards reflecting the M&T Bank brand.
Company information
Wilmington Trust is part of M&T Bank, focusing on fiduciary and wealth management services with a commitment to regulatory compliance and client service excellence.
Team overview
The candidate will collaborate with wealth advisors, client teams, and internal partners, acting as a fiduciary resource and subject matter expert.
Job location and travel
The position is located in North Palm Beach, Florida, USA.
Unique job features
The role is distinguished by its fiduciary discretion in complex trust matters, client relationship management, and involvement in new trust business development.
Company overview
Wilmington Trust, a subsidiary of M&T Bank Corporation, specializes in wealth management, corporate and institutional services, and private banking. Founded in 1903, it has a long history of providing fiduciary services and investment management to high-net-worth individuals, families, and businesses. The company generates revenue through advisory fees, asset management, and financial planning services. Notably, Wilmington Trust has expanded its footprint through strategic acquisitions and partnerships, solidifying its reputation as a trusted financial institution.
How to land this job
Tailor your resume to emphasize your extensive fiduciary management experience, particularly your ability to administer complex trust relationships and exercise sound fiduciary discretion, as this is central to the Senior Trust Officer role at Wilmington Trust.
Highlight your client relationship skills, showcasing how you have served as a primary contact for trust accounts, communicated effectively with clients and internal teams, and provided superior client service to build and retain trust.
Demonstrate your risk management capabilities and knowledge of regulatory requirements related to trust administration, including adherence to internal policies and ability to escalate risk issues appropriately.
Apply for the position through multiple channels such as Wilmington Trust’s corporate career site and LinkedIn to maximize your application visibility and chances of being noticed.
Connect on LinkedIn with current Wilmington Trust employees in the trust or wealth management divisions; use ice breakers like commenting on recent Wilmington Trust initiatives, asking about their experience managing complex trust relationships, or inquiring about the team culture and client engagement strategies.
Optimize your resume for ATS by incorporating keywords from the job description such as 'fiduciary management,' 'trust administration,' 'client relationship management,' 'risk assessment,' and 'regulatory compliance' to ensure your resume passes automated screenings.
Leverage Jennie Johnson’s Power Apply feature to automate tailored applications, identify multiple application portals, and discover LinkedIn contacts for networking, allowing you to focus more on preparing for interviews and refining your candidacy.
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