Senior Trust Officer

Overview

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. This role is responsible for managing a book of fiduciary and investment management accounts for high‑net‑worth clients and beneficiaries involving multi‑generational families.

• Provide fiduciary administration support including the review of trust instruments, participation in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews.
• Support investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance.
• Engage with clients and prospects to build and transfer wealth tailored to their unique goals, while 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 of five years of trust administration and estate planning experience.
• Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning.
• Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios.
• Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects.
• Demonstrates initiative and a proactive approach to problem solving.
• Creative though prudent approach to providing solutions within the bank’s risk/reward profile.
• Proven ability to confidently close sales and meet or exceed revenue targets.
• Good people/partner communication skills and is a team player.
• Displays a high level of savvy and sophistication regarding high‑net‑worth clients’ concerns/issues.

• Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA.
• Bachelor’s Degree or equivalent business experience in High‑Net‑Worth Trust environment.

• Business Development
• Client Management
• Customer and Client Focus
• Risk Management
• Wealth Planning
• Client Experience
• Branding
• Client Solutions Advisory
• Decision Making
• Presentation Skills
• Process Management
• Attention to Detail
• Critical Thinking
• Financial Analysis
• Planning
• Prospecting

High School Diploma / GED / Secondary School or equivalent.

1st shift (United States of America)

40

Pay range $98,100.00 - $ annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. Employees are eligible for an annual discretionary award based on overall individual performance results and behaviors.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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