Develop fiduciary policies, procedures, administration standards, and governance frameworks that support consistent execution and strong oversight.
Lead fiduciary officers and trust administration professionals by providing direction, coaching, performance oversight, and workflow guidance.
Drive consistency in fiduciary administration practices, service standards, documentation expectations, and account review processes across trust teams.
Identify fiduciary risks within administration processes and support timely escalation, mitigation, and remediation.
Partner with Legal, Risk, Compliance, Internal Audit, Operations, investment management, and Trust and Advisory Services to maintain a strong control environment.
Advise on complex fiduciary matters, including governing document interpretation, discretionary decisions, and higher-risk account actions.
Support regulatory examinations, internal audits, and fiduciary committee work by providing subject matter expertise and coordination.
Improve fiduciary training, best practices, administration playbooks, and process efficiency to strengthen team capability and reduce risk.

Required Bachelor’s degree in Business, Finance, or a related field.
12+ years of progressive experience in fiduciary administration, trust, estate, or related services within a bank or trust company environment.
12+ years of experience managing complex fiduciary relationships and administration practices.
10+ years of leadership experience guiding fiduciary teams or functions, including coaching, performance management, workflow oversight, and partnership with Legal, Risk, Compliance, and Audit on fiduciary matters.
Preferred Master’s degree, Juris Doctor, or advanced coursework or certifications in fiduciary administration, estate planning, or tax.
Certified Trust and Financial Advisor designation.
Certified Financial Planner designation.
Advanced degree in law, taxation, accounting, or financial planning.

Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.

Senior Director of Fiduciary Administration

Key skills