Top 19 Senior trust officer Jobs in Columbus

Senior Trust Officer
Bank of America —Columbus, OH
- $98,100 - $210,000 a year
- Full-time
- CPA
- Office
- High school diploma or GED
Director of Business Development
St. Moritz Security Services —Columbus, OH
- $185,000 - $255,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Contracts
- Health insurance
- 401(k)
Quick Apply
Vice President of Membership and Programs
YMCA of Central Ohio —Columbus, OH
- $125,000 - $150,000 a year
- Full-time
- 8 years
- Bachelor's degree
- Senior level
Quick Apply
4d
Senior Small Business Administration Business Development Officer
Northwest Bank —Columbus, OH
- Full-time
- 6 years
- Marketing
- Office
Quick Apply
Senior Loan Officer
Pinnacle Mortgage Corp —Columbus, OH
- Full-time
- Remote
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Senior Program Officer- Metadata Leadership & Innovation
OCLC —Dublin, OH
- Full-time
- Hybrid work
- Public speaking
- Office
- Continuous improvement
- Paid parental leave
- Health insurance
Executive Assistant
Hill & Smith, Inc. —Columbus, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid holidays
- Disability insurance
Quick Apply
Business Insights Analyst, Senior (NJUS)
NetJets —Columbus, OH
- Doctoral degree
- 5 years
- Office
- Health savings account
- Disability insurance
Director of Multifamily Management (Columbus, Ohio)
Drucker and Falk LLC —Dublin, OH
- Full-time
- Data analysis skills
- Office
- Finance
Chief Financial Officer
Central Ohio Primary Care Physicians,Inc —Westerville, OH
- Public speaking
- Office
- Finance
Quick Apply
14d
Chief Financial Officer
Council Capital —Dublin, OH
- Full-time
- Hybrid work
- CPA
- Office
- GAAP
13d
Director Physical Environment & Life Safety
OhioHealth —Columbus, OH
- Full-time
- Hospital
- Master's degree
- Senior level
Director Information Security & Governance
Express —Columbus, OH
- Email
- Google Workspace
- Computer science
- Computer Science
Director or Managing Director of Finance
KIPP Columbus —Columbus, OH
- Full-time
- School experience
- CPA
- Finance
- Dental insurance
- Paid time off
Quick Apply
Chief Medical Officer
Central Ohio Primary Care Physicians,Inc —Westerville, OH
- Full-time
- Microsoft Excel
- 5 years
- BC/BE
Quick Apply
Senior Aesthetics Nurse Practitioner - Grandview
Face Forward Aesthetics —Columbus, OH
- Full-time
- Nursing
- Master's degree
- Senior level
- Paid parental leave
- Disability insurance
Quick Apply
1d
Manager of Retirement Services
Northwest Bank —Columbus, OH
- Full-time
- Research
- Office
- Bachelor's degree
- 401(k)
Quick Apply
12h

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Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects.
$98,100 - $210,000 a year
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Senior Trust Officer
Bank of America —Columbus, OH
Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects.
$98,100 - $210,000 a year
Director of Business Development
St. Moritz Security Services —Columbus, OH
Skilled communicator with “in-room presence” who can translate technical needs into business impact to influence outcomes. Full-Time | Field Based.
$185,000 - $255,000 a year
Quick Apply

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senior trust officer jobs near columbus

Senior Trust Officer

Bank of America -
Columbus, OH

Apply Now

Job Details

Full-time
$98,100 - $210,000 a year

Qualifications

Business development management
Financial sales
Promoting bank products
High school diploma or GED
Business development
Investment client management
Fiduciary duties
Initial Contact (sales skills)
Prospecting
Business development within finance
Client acquisition
Activity sales targets
Investment risk management
Client growth strategy
Regulatory compliance analysis
Relationship building in financial sales
Legal compliance
Estate planning
Closing sales
Banking regulatory compliance

Full 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

Responsibilities:

Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Required Qualifications:

Minimum of five years of trust administration and estate planning experience
Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Demonstrates initiative and a proactive approach to problem solving
Creative though prudent approach to providing solutions within the bank’s risk/reward profile
Proven ability to confidently close sales and meet or exceed revenue targets
Has good people/partner communication skills and is a team player
Displays a high level of savvy and sophistication regarding high-net-worth clients’ concerns / issues
Ability to communicate and connect with high-net-worth clients

Desired Qualifications:

Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
Bachelor’s Degree or equivalent business experience in High-Net-Worth Trust environment

Skills:

Business Development
Client Management
Customer and Client Focus
Risk Management
Wealth Planning
Client Experience Branding
Client Solutions Advisory
Decision Making
Presentation Skills
Process Management
Attention to Detail
Critical Thinking
Financial Analysis
Planning
Prospecting

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

senior trust officer jobs in columbus

Senior Trust Officer

Director of Business Development

Vice President of Membership and Programs

Senior Small Business Administration Business Development Officer

Senior Loan Officer

Senior Program Officer- Metadata Leadership & Innovation

Executive Assistant

Business Insights Analyst, Senior (NJUS)

Director of Multifamily Management (Columbus, Ohio)

Chief Financial Officer

Chief Financial Officer

Director Physical Environment & Life Safety

Director Information Security & Governance

Director or Managing Director of Finance

Chief Medical Officer

Senior Aesthetics Nurse Practitioner - Grandview

Manager of Retirement Services

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