VP, Trust Officer - Boulder

Only for registered members Boulder, United States

3 weeks ago

Default job background
$93,000 - $130,000 (USD)
+Job summary
We are seeking an experienced Trust Officer to join our team in Boulder.
+Responsibilities
  • Gives tactical direction to all trust officers and associates within the assigned Profit Center and fosters the development of the Wealth Planning team as a whole
    Maintains relationships for Trust accounts to develop and retain highly satisfied clients, lead meetings with beneficiaries and portfolio managers to recommend potential additions or changes to wealth planning objectives
+Qualifications
  • JD Juris Doctor (JD); CTFA also acceptable with significant relevant work experience Required
  • 7-10 years Trust departments and/or experience as an attorney specializing in trust & estate planning Required
  • Preferred 5-7 years Supervisory role within the trust industry Preferred

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