Senior Trust Officer

Fifth Third Bank • Wilmington, DE

3d • Onsite

About The Position

This role is responsible for managing complex fiduciary relationships, including high-net-worth and specialty trust accounts, in accordance with governing documents, applicable laws, and organizational policies. The Senior Trust Officer serves as a primary relationship manager and fiduciary advisor, partnering with clients, financial advisors, and internal teams to deliver high-quality service, support business growth, and ensure a consistent client experience.

Requirements

• Bachelor’s degree or equivalent experience.
• 8 -10+ years of experience in trust administration, fiduciary services, or related experience.
• Strong knowledge of trust administration, governing documents, and fiduciary principles.
• Ability to manage complex client relationships and deliver high-quality service.
• Understanding of regulatory requirements, fiduciary standards, and internal policies.
• Ability to clearly communicate complex fiduciary concepts to clients and partners.
• Effectively partners across internal teams and with external advisors.

Nice To Haves

• Builds trust and credibility with clients and partners.
• Identifies issues and develops practical, compliant solutions.
• Collaborates effectively across teams and stakeholders.
• Navigates complex and evolving client and business needs.
• Demonstrates ongoing commitment to fiduciary and professional development.

Responsibilities

• Manages complex trust accounts, including high-net-worth and specialty relationships, ensuring alignment with governing documents, fiduciary standards, and regulatory requirements.
• Serves as the primary contact for clients, beneficiaries, and advisors, building strong relationships and delivering a high level of service.
• Ensures adherence to fiduciary, legal, and regulatory requirements, including completion of reviews, documentation of decisions, and timely resolution of exceptions.
• Exercises sound judgment in complex fiduciary matters, including discretionary decisions and risk assessment, ensuring alignment with governing documents, regulatory requirements, and organizational policies.
• Works closely with internal partners and external advisors to implement investment strategies, resolve client issues, and deliver comprehensive fiduciary solutions.
• Partners with financial advisors and centers of influence to support new business opportunities and deepen existing client relationships.
• Drives a consistent and high-quality client experience, proactively addressing client needs and contributing to retention and satisfaction.
• Maintains strong knowledge of fiduciary principles, trust administration, and applicable legal and tax considerations.
• Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Benefits

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

What This Job Offers

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