Senior Trust & Estates Officer

What You’ll Be Doing

• Serving as a trusted advisor to HNW & UHNW clients and families
• Administering complex trust relationships with precision, care, and judgment
• Providing thoughtful estate, fiduciary, and tax guidance (you don’t need to be a CPA, just dangerous in a good way)
• Onboarding new clients and managing long-term relationships with confidence and polish
• Taking on leadership responsibilities as the team and platform continue to grow

• 8+ years of experience in a trust or fiduciary role
• Proven success managing HNW & UHNW client relationships
• Strong understanding of estate planning concepts and tax implications
• Familiarity with South Dakota trust statutes (or the ability to get comfortable quickly)
• Working knowledge of investments and alternatives—you don’t need to be an expert, but you should be able to hold your own in the room
• Experience with SEI Trust 3000 and Microsoft products is a plus
• Just as important as technical skills: they value professionals who are growth-oriented, adaptable, open, honest, collaborative, and solutions-focused. Translation: good humans who are excellent trust officers.

• Salaried position + bonus and strong benefits
• Clear opportunity for future leadership and growth
• A firm that believes trust officers should focus on clients—not spreadsheets

This position is based in Sioux Falls, SD or Charlotte, NC
, and reports directly to the Chief Fiduciary Officer.

To learn more about our organization please visit us at

• Email your resume in WORD format to  Please refer to job reference code NB/SRtrust
  
  SD in the subject line.
• NO CALLS PLEASE

Seniority Level: Mid-Senior level

Employment Type:

Full-time

Job Function:
Finance

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