Director, Fiduciary Advisory Services

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The Director of Fiduciary Advisory Services is responsible for driving new business growth by developing and deepening relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals families and their advisors. This role focuses on sourcing trust administration estate administration and investment management opportunities leveraging strong technical expertise in fiduciary services and estate planning.

While the role includes limited direct administration of fiduciary accounts the majority of time is spent on business development relationship management and acting as a subject matter expert in trust and estate solutions.

The ideal candidate will have deep knowledge of fiduciary services strong business development skills and an established network of centers of influence (COIs) including estate planning attorneys CPAs family offices and financial advisors.

Key Responsibilities:

Business Development & Relationship Management

Develop and execute a strategic plan to source new trust estate and investment management opportunities from HNW/UHNW individuals families and COIs.
Cultivate and maintain relationships with estate planning attorneys CPAs financial advisors family offices and other professional intermediaries to generate referrals.
Serve as a trusted advisor to prospects and clients providing fiduciary expertise on wealth transfer strategies estate planning and trust administration solutions.
Engage in networking events conferences and industry forums to enhance visibility and build new relationships in the HNW/UHNW market.
Partner with internal wealth management investment and banking teams to develop comprehensive financial solutions for clients.
Conduct client meetings and presentations articulating the banks fiduciary capabilities investment solutions and wealth planning expertise.

Fiduciary Expertise
Act as a technical expert on trust and estate matters advising clients and internal partners on fiduciary best practices complex trust structures and estate settlement strategies.
Review and analyze estate planning documents trust agreements and wills to identify business opportunities and potential risks.
Collaborate with trust administrators attorneys and tax professionals to deliver customized fiduciary solutions aligned with client goals.
Maintain up-to-date knowledge of trust laws estate tax regulations and fiduciary industry trends to provide informed guidance to clients and COIs.

Targeted Trust Administration Responsibilities

Serve as a relationship manager for select fiduciary accounts ensuring high-touch client service and ongoing engagement.
Oversee account reviews and ensure trust administration is conducted in accordance with fiduciary best practices and OCC regulations.
Work with internal compliance legal and risk teams to ensure adherence to regulatory requirements.

Qualifications & Experience
10 years of experience in trust and estate services fiduciary advisory or wealth management.
Proven business development success with a strong network of HNW/UHNW clients and professional referral sources.
Deep knowledge of trust administration estate planning investment management and fiduciary risk.
Strong understanding of OCC regulations fiduciary laws estate tax considerations and wealth transfer strategies.
Exceptional communication and interpersonal skills with the ability to engage and influence sophisticated clients and COIs.
Ability to work independently while collaborating with internal banking investment and trust administration teams.
Bachelors degree required; JD CTFA CFP or CPA preferred.

Preferred Skills & Attributes
Demonstrated ability to build and maintain high-value client relationships.
Experience working with family offices private foundations and multi-generational wealth.
Strong presentation skills and ability to articulate complex fiduciary concepts in an accessible manner.
High ethical standards and commitment to fiduciary duty.
Sense of humor empathy gratitude and happy warrior mentality

Salary:

Pay Type:

The above represents BMO Financial Groups pay range and type.

Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.

As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race religion color national origin sex (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression transgender status sexual stereotypes age status as a protected veteran status as an individual with a disability or any other legally protected characteristics. We also consider applicants with criminal histories consistent with applicable federal state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process please send an e-mail to and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.