Chief Trust & Wealth Management Officer

Range Bank•Marquette, MI

2d•Onsite

About The Position

Range Bank is a community-focused bank with approximately $600 million in assets and $1.07 billion in assets under management. The bank plans to merge with Superior National Bank in the spring of 2027, creating an opportunity to lead the combined Trust & Wealth Management entity with over $600 million in assets under management. The Chief Trust & Wealth Management Officer is a key executive leadership team member responsible for the overall wealth management, trust, fiduciary duties, and investment management business. This includes department strategy, growth, profitability, client service, and risk management, ensuring operations comply with fiduciary standards, laws, regulations, and bank policies. The role requires a dynamic leader to inspire teams, drive innovation, and cultivate a high-performance culture. This position requires in-person work and travel among locations in Michigan and Wisconsin.

Requirements

Minimum of a bachelor’s degree in business, finance, accounting, economics, law, or a related field.
A minimum of 10 years of progressively responsible experience in trust, fiduciary, wealth management, private banking, investment management, or a closely related field, including significant experience serving high-net-worth individuals, families, estates, trusts, and institutional clients.
At least five years of experience with responsibility for leading a trust or wealth management department, business line, or similarly complex financial services function.
Demonstrated knowledge of trust administration, estate settlement, fiduciary account management, investment management, financial and estate planning, and applicable federal and state laws and regulations.
Experience overseeing fiduciary risk, regulatory compliance, internal controls, audits, examinations, account reviews, policy development, and complex fiduciary decisions.
Demonstrated success developing and executing business strategies that produce sustainable asset growth, revenue growth, client retention, operational effectiveness, and profitability.
Experience leading, developing, and retaining a team of trust officers, wealth advisors, administrators, and support professionals while establishing clear performance expectations and accountability.
Strong business-development capabilities, including the ability to cultivate relationships with clients, prospective clients, attorneys, accountants, financial professionals, community leaders, and other centers of influence.
Experience managing departmental financial performance, including budgets, fee structures, staffing, vendor relationships, and performance metrics.
Ability to provide clear, concise, and credible reporting and recommendations to executive management, board committees, and the Board of Directors.
Exceptional judgment, integrity, discretion, communication, and interpersonal skills, with the ability to make sound decisions involving complex fiduciary, financial, legal, and client matters.
Demonstrated ability to lead through organizational change, integrate teams and processes, and build a collaborative, high-performance culture across multiple locations.

Nice To Haves

Certified Trust and Fiduciary Advisor designation, or the ability to obtain it within an established period after hire.
One or more additional relevant professional credentials, such as J.D., CFP, CFA, CPA, or an equivalent advanced trust, estate-planning, investment, or financial-planning designation.
Advanced degree in law, finance, business administration, accounting, taxation, or a related discipline.

Responsibilities

Develops, reviews, and maintains trust policies and procedures.
Directs and oversees the Trust & Wealth Management (T&WM) Department & employees.
Maintains and grows customer relationships through business development and active participation in the community.
Understands technical, regulatory, and procedural requirements of their position, the industry, and the region.
Interacts with customers to promote services including estate planning, financial management, and investment services.
Creates a positive work environment in the department where all staff are motivated to do their best.
Sets and tracks clear, meaningful, challenging, and attainable goals for T&WM Employees and expectations that are aligned with those of the organization.
Prepares and presents reports to the Board of Directors.
Adheres to Range Bank policies and procedures.
Upholds the highest level of confidentiality and cyber security awareness.
Maintains integrity and meets commitments.