Director, Fiduciary Services
Listed on 2026-10-23
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Finance & Banking
Risk Manager/Analyst, Wealth Management, Financial Compliance, Financial Manager -
Management
Risk Manager/Analyst, Wealth Management, Financial Manager
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.
Position SummaryThis position is responsible for the oversight of the Trust and Fiduciary Services offered to clients. In addition to managing the Trust staff, the position is also responsible for revenue retention and growth through enhanced/expanded fiduciary offerings.
Management Level DescriptionHas company-wide responsibility for a single function or department-wide responsibility for multiple functions that are homogeneous in nature. Will have multiple direct reports that may be managers, supervisors or high-level individual contributors. Number of direct/indirect reports will be driven by the staffing needs of the function. However, in general the total direct/indirect reports should not exceed 15 with at least 3 direct reports that are each responsible for one of the multiple functions.
Products/services/deliverables of the department are provided in direct support of a specific business unit or the entire enterprise.
- Serves as SME on fiduciary (trust and estate planning/administration) topics and industry trends
- Adheres to a strong risk management culture as it pertains to oversight of the Fiduciary business
- Manages and develop a group of trust and estate officers as well as support staff
- Grows and retain recurring fee revenue in the fiduciary area through development of new product offerings and sale of fiduciary offerings to clients and prospects of Private Banking
- Works with Private Bank leadership team members to fully integrate fiduciary products and services into the PB offerings to appropriate clients and prospects
- Disseminates information on best practices in the fiduciary arena to internal employees as well as clients, prospects, and centers of influence
- Manages client relationships as required
- Promotes strong internal partnerships with multiple lines of business throughout the Bank to promote Fiduciary services across the franchise
- Develops and maintain policies and procedures in accordance with regulatory requirements
- Bachelor’s degree required;
Master’s degree or JD preferred.
- 12+ years of management experience, preferably leading a Trust/Fiduciary team
- Excellent communication, organization, presentation and interpersonal/relationship skills in both English & Spanish
- CTFA and/or CFP preferred
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay RangeMinimum: $ USD
Maximum: $ USD
We Value Your ImpactYour contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future.
Santander Benefits - 2026 Santander OnGoing/NH eGuide ()
Risk CultureWe embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk…
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