Director, Fiduciary Services | Indianapolis, Indiana

Reference Number: HRJ6973
Location: Indianapolis, Indiana; Cincinnati, Ohio; Chicago, Illinois; Minneapolis, Minnesota

Judson Group has partnered with a highly regarded Midwest wealth management firm in the search for a Director, Fiduciary Services. This individual can be located in any of the firm’s Midwestern offices (listed below) as they will not be administering trusts directly.

The ideal candidate has strong trust administration experience with knowledge of Trust Code and fiduciary compliance/tax issues. This person will be focused on leading the firm’s trust officers and will be responsible for compliance within the trust company.

Responsibilities:

  • Coordinate and manage opening and closing trust processes, including reviewing trust instruments and coordinating funding.
  • Consult and advise fiduciary officers and other associates on compliance, legal, tax, investment, planning, and other matters related to administration of fiduciary accounts.
  • Oversees the trust tax return and payment process, audit and reporting functions, and the risk and compliance functions as related to fiduciary matters.
  • Responsible for compliance, internal controls, and risk management.
  • Prepares annual audits and call reports, logs tax returns, and maintains financial loss log.
  • Manages day to day functions of Fiduciary Officers.
  • Participate in fiduciary committees.

Requirements:

  • 10+ years relevant fiduciary/trust experience.
  • Advanced degrees and/or designations highly preferred (CTFA, CPA, JD)
  • Strong knowledge of Trust Code, fiduciary compliance, and tax issues.
  • Previous trust management experience a plus.
  • Exceptional technology skills, written and verbal communication skills, and presentation abilities.

Compensation:
Base salary competitive with current base and experience level with bonus plan in addition.

Location:

May be located in the following cities:
Indianapolis, Indiana; Cincinnati, Ohio; Chicago, Illinois; Minneapolis, Minnesota

Reference Number: HRJ6973

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