Senior Trust Officer
Company: Disability Solutions
Location: Boston
Posted on: May 5, 2024
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Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Summary:The Senior Trust Officer maintains
a book of fiduciary and investment management accounts. Primary
responsibility is the administrative and business development of
the most complex IM&T (Investment Management and Trust)
accounts. Works with the Market Trust Executive to assure trust
product awareness and education of clients, associates and COIs
(Centers of Influence.)Works with typically large and complex high
net worth clients and beneficiaries involving multi-generational
families. Handles regulatory and compliance driven procedures
governed by the OCC. Involved with new business development
activities with a focus on estate/financial planning and the Bank's
fiduciary platformJob Description:The Senior Trust Officer (STO)
maintains a trust book and is a seasoned Trust Officer in the
market. STO works closely with local Private Bank teams to achieve
strategic objectives of PWM market overall. The STOs primary
responsibility is the administration and business development of
the IM&T book. The STO will have a complex book of business and
will be expected to deepen his or her relationships through estate
and financial planning. STO leads, and is accountable for, trust
product sales and working with MTE, MTTL or TTL to assure trust
product awareness and education of clients and Private Bank
associates in market. Responsible for the STO books management of
fiduciary risks and trust policy adherence. Well-respected
internally and externally with proven ability to partner
effectively.
Keywords: Disability Solutions, Revere , Senior Trust Officer, Other , Boston, Massachusetts
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