Chief Fiduciary Officer

Huntington National Bank•Detroit, MI

1d•Hybrid

About The Position

The Chief Fiduciary Officer is a member of the Wealth Management leadership team, reporting to the Director of Wealth Management. This role contributes to the overall strategy of the business segment in alignment with other business unit leaders. The Chief Fiduciary Officer has responsibility and oversight over governance matters, including developing and implementing policies and procedures for all aspects of fiduciary services. This includes oversight of fiduciary accounts administered by advisors and portfolio managers in accordance with regulatory requirements. The position interfaces directly with internal risk, compliance, and legal partners, as well as external regulators, and requires a sophisticated understanding of personal trust services, trust and estate administration, wealth management strategies, and risk management.

Requirements

Bachelor’s Degree
15+ years of experience in Wealth Management
Deep understanding of all Personal Trust and Investment products and services, including applicable legal, compliance, and regulatory requirements associated with the same
Significant experience leading and managing a team of trust and investment professionals
Excellent communication, influencing, and negotiation skills with the ability to establish and communicate strategic vision to executive management and banking examiners

Nice To Haves

Advanced degree including JD, MBA, CPA, CFP
Effective sales management skills with proven organic growth track record
Strong risk and operational experience
Ability to manage multiple tasks, projects, and assignments in a changing environment with competing priorities while meeting tight deadlines
Ability to thrive in a collaborative, team-oriented environment

Responsibilities

Provides oversight of all fiduciary related matters within the risk framework of the Bank.
Partners with risk, compliance, and legal partners in the implementation of the Bank’s fiduciary duties.
Leads trust administration and portfolio management teams in alignment with the strategic plan, continuously improving efficiency, effectiveness, and productivity of the business.
Manages Trust Services including Unique and Hard to Value Assets and Trust Tax.
Performs other duties as assigned.