Full-time jobs in Naples, FL

About the role

The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client’s financial goals and objectives . The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

What you'll bring

• Bachelor’s degree in Finance, Accounting, Law, or a related field.
• Minimum of 8 -10 years of experience in trust and estate administration, with a proven track record of managing complex trust relationships.
• Strong knowledge of trust and estate laws and regulations as well as industry standards and practices.
• Demonstrated ability to advise and deliver on complex fiduciary strategies.
• Demonstrated proficiency in exercising fiduciary judgement and discretion.
• Excellent interpersonal and communication skills to deliver best-in-class client experience.
• Ability to work in a team orientated /matrix environment.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency in and Microsoft Office Suite.
• High ethical standards and a commitment to fiduciary responsibility.
• Exhibits a sense of urgency and continuous improvement mindset.
• Advanced degree or professional certification (e.g., CTFA, CFP) preferred.