Senior Trust Advisor

Fifth Third Bank • Dayton, OH

1d • Onsite

About The Position

Serve as Trust Advisor for clients with more than $5MM in investable assets. Work with the Private Bank Team to identify fiduciary opportunities and solutions, and to implement fiduciary strategies. Act as a Trusted Advisor by developing close, personal relationships with clients and their families, anticipating their wealth planning and Private Bank service needs, and coordinating external and internal advisors. Actively participate with the Private Bank team to develop, interpret, communicate, and facilitate complex estate planning matters as part of the advice-based solutions presented to clients. Advise 50-75 households comprised of approximately 250-300 accounts.

Requirements

• Bachelor's degree required.
• 10 years of demonstrated fiduciary client service/sales.
• Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters.

Nice To Haves

• Graduate degree (JD, MBA) preferred.
• Professional designee (CTFA or similar) preferred.

Responsibilities

• On behalf of Fifth Third Bank as Trustee, understand and administer fiduciary accounts in accordance with the governing documents for trusts over $1MM.
• Ensure adherence to all fiduciary rules, regulations, and internal governance throughout the administration of the trust.
• Cultivate relationships with local centers of influence including attorneys and accountants to identify both current and future opportunities for Fifth Third Bank to serve as Trustee, Successor Trustee, Executor, or Personal Representative.
• Generate new fiduciary and Private Bank IM&T.
• Manage the due diligence process on all new fiduciary appointments.
• Demonstrate sound complex decision-making skills.
• Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g., estate planning and probate, estate, gift and income tax planning, guardianships, special needs trusts, state-specific laws).
• Develop subject matter expertise in fiduciary-related areas.

Benefits

• Comprehensive benefits
• Differentiated compensation offerings
• Incentive compensation plan
• Extensive benefits programs designed to support the individual needs of employees and their families, encompassing physical, financial, emotional and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior