SVP, Sr. Wealth & Trust Management Officer

Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer’s unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals.

Let’s get there, together!

In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive:

• A competitive salary with performance-based incentives.
• Comprehensive medical with deductible reimbursement, dental, and vision coverage.
• An employer matching 401k plan.
• Training and professional development opportunities, including tuition reimbursement.
• Work life balance with paid time off, paid volunteer hours, and 11 paid holidays.

The Senior Wealth Management Officer is responsible for managing trust accounts, and for the oversight of all trust, non-deposit investments, and insurance activities for the Bank. This role has a focus on business development for Bluestone Wealth and Trust and ensures that the Bank and its various lines of business are promoted throughout the marketplace through the development and expansion of new business and referral sources.

As a department leader, this role has responsibility for new business acquisition, bank and department compliance, team oversight, and client service. It also ensures that shared services resources are collaboratively utilized and accessed.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Department Management and Leadership

• Reports directly to the President and CEO and reports progress of business initiatives at Board and other meetings. Establishes and achieves plan to grow recurring fee base and other revenue sources within the Wealth and Trust department.
• Manages fixed and discretionary expenses to maximize department profits.
• Responsible for the preparation and oversight at regularly scheduled Board and Management Committee meetings.
• Oversees activities of the Wealth and Trust department, including development, maintenance and enforcement of administrative and investment policies and procedures. Ensures adherence to all applicable internal and external quality assurance and compliance regulations.
• Manages department activities; sets and coordinates priorities, monitors and evaluates workflow and progress against goals, provides advice, training and guidance, intervening as necessary to resolve problems and expedite operations.
• Encourages personal and professional growth for all direct reports, incorporating ongoing responsibilities as well as special projects and assignments.
• Develops and maintains relationships with Bank peers, staff, Board members and corp orators in order to enhance organizational support and knowledge of Wealth and Trust services.
• Develops and recommends annual budget, operational, and strategic plans for the department.
• Partners effectively with shared services resources to ensure mutually effective operational support to the department.

Client Management and Support

• Directs and coordinates activities relative to administering investment management accounts and a variety of trust accounts in accordance with their governing instruments, as well as state and federal tax and fiduciary laws. Locates, directs and coordinates the transfer and placement of funds, securities, and other assets into investment management and trust accounts.
• Performs in the role of a trusted financial advisor by coordinating and developing strategies to effectively deal with all aspects of the clients’ financial situation. This includes financial, retirement and estate planning issues and involves working in concert with the clients' other advisors such as accountants and attorneys. Acts as an advocate for clients in order to facilitate all of their financial dealings with the Bank.
• Directs…