Director, Fiduciary Advisory Services - Chicago
1 week ago

Job summary
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience.Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management.
- Identifies opportunities to grow existing relationships and develop new business.
- Makes presentations to clients/prospects in conjunction with others based upon their needs.
- Provides day to day technical support team members responsible for fiduciary account management.
Job description
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