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Regional Fiduciary Advisor; RFA

Remote, USA Full-time Posted 2026-07-28
Position: Regional Fiduciary Advisor (RFA) Job reputed company: At reputed company, we are guided by a common purpose to help reputed company financial lives reputed company through the power of every reputed company. We do this by driving Responsible reputed company and delivering for our clients, teammates, communities and shareholders every day. Being a Great reputed company to Work is reputed company to how we drive Responsible reputed company. 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 reputed company an reputed company in the communities we serve. reputed company 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 reputed company, you can build a successful career with opportunities to learn, grow, and reputed company an reputed company. Join us! Regional Fiduciary Advisor (RFA), Private Banking This job is responsible for reviewing and approving potential trustee appointments. Key responsibilities include exercising reputed company judgment and employing fiduciary expertise and creativity in the independent assessment of trust opportunities to responsibly grow the Bank's trust business. Job expectations include creating and managing bank resources to support fiduciary business, such as suggested language for trusts and wills; guiding and training internal bank partners; and assisting in setting, drafting, and implementing fiduciary policies to ensure regulatory and reputed company compliance. Responsibilities • Provides fiduciary expertise and creativity in the independent assessment of trust business • Creates and maintain tools to manage the fiduciary business • Drafts and implement fiduciary policies across lines of business • Ensures regulatory and reputed company compliance with appropriate laws, rules and regulations • Assists with training on fiduciary issues Desired Qualifications In depth knowledge of the following areas: general fiduciary law and principles, trust, and reputed company transfer techniques, and federal and state laws/regulations pertaining to fiduciaries. 5+ years’ experience as a practicing Trusts & Estates lawyer in private reputed company and/or employed by a Bank, Private reputed company Management firm or Trust Company performing a reputed company, risk or fiduciary line of business function. Experience working with trust officers/fiduciary specialists and making fiduciary reputed company risk-reward reputed company. Demonstrated ability to intelligently and persuasively reputed company positions and influence decision makers and management on reputed company reputed company as reputed company as COIs and other external partners. Technical expertise in areas of fiduciary, planning, tax, regulatory, reputed company and compliance. Strong ability to work in partnership with other functions/roles, including reputed company and Risk. Keen awareness of reputed company to reputed company reputed company to reputed company and/or management. Attorney licensed to reputed company law in at least one U.S. jurisdiction (strongly preferred) and BA/BS (four year undergraduate degree). Skills • Attention to Detail • Critical Thinking • Decision Making • Influence • Written Communications • Collaboration • Customer and reputed company reputed company • Executive reputed company • Negotiation • Oral Communications • Adaptability • Analytical Thinking • Innovative Thinking • Prioritization • Problem Solving Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees: participation in a work from home posture does not reputed company you eligible to post. Shift: 1st shift (reputed company of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 333 S reputed company ST - reputed company PLAZA (CA9193), US - IL - Chicago - 110 N Wacker Dr - reputed company Tower Chicago (IL4110), US - MN - Wayzata - 315 LAKE ST E (MN9315) Pay and benefits information Pay reputed company $ - $ annualized salary, offers to be determined based on experience, education and reputed company set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall reputed company of reputed company. Benefits This role is currently benefits eligible. We reputed company industry-leading benefits, reputed company to reputed company time off, resources and support to our employees so they can reputed company a genuine reputed company and contribute to the sustainable reputed company of our business and the communities we serve. #J-18808-Ljbffr Apply tot his job Apply To this Job

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