Angott Search Group is proud to partner witha respected community-focused financial institution in the search for a President & Senior Trust Officer to lead its Wealth Management Division.
This executive-level role oversees all aspects of the banks wealth and trust operations including leadership of the wealth management team strategic growth initiatives risk management and regulatory compliance. The ideal candidate is a seasoned wealth management leader with strong business acumen deep trust administration expertise and a passion for client service excellence.
Key Responsibilities:
Lead mentor and develop the wealth management leadership team
Oversee trust administration investment services and compliance functions
Drive business growth through strategic planning and new market development
Manage departmental budget performance goals and risk management activities
Represent the Wealth division in senior management and community engagements
Qualifications:
Bachelors degree in Business Finance or related field; advanced degree or CTFA CFP JD or MBA preferred
Minimum 10 years of experience in wealth and trust management
Strong leadership strategic thinking and relationship management skills
Comprehensive knowledge of trust administration and fiduciary standards
Required Experience:
Chief
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