Senior Trust Officer

Job Overview

Manage fiduciary and investment management accounts for high‑net‑worth clients and beneficiaries, overseeing administration, business development, and client education.

• Provide fiduciary administration support, including review of trust instruments, involvement when the trustee exercises discretion, risk management, and periodic trust reviews.
• Support investment management accounts: coordinate opening and closing, money movement, and account maintenance.
• Engage with clients and prospects to build and transfer wealth tailored to their goals, delivering a high‑quality experience.
• Ensure compliance with regulatory and legal requirements related to client accounts and portfolios.
• Identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects.

• Minimum five years of trust administration and estate planning experience.
• Technical expertise in trust administration, fiduciary law, estate and wealth transfer planning.
• Knowledge and adherence to compliance with policies, procedures, regulatory and legal requirements related to client accounts and portfolios.
• Proactive, problem‑solving initiative and a creative, prudent approach within the bank’s risk/reward profile.
• Ability to confidently close sales and meet or exceed revenue targets.
• Strong people/partner communication skills and teamwork orientation.
• High level of savvy and sophistication regarding high‑net‑worth clients’ concerns/issues.
• Ability to communicate and connect with high‑net‑worth clients.

• Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA.
• Bachelor’s Degree or equivalent business experience in high‑net‑worth trust environment.

High School Diploma / GED / Secondary School or equivalent.

1st shift, United States of America, 40 hours per week.

Location:

Cleveland, Ohio (1375 E 9TH ST, 1 Cleveland Center).

Annualized salary: $98,100 - $210,000, determined by experience, education, and skill set. Eligible for annual discretionary incentive plan. Benefits package includes industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well‑being.