Chief Fiduciary Officer - Dallas, Little Rock, Atlanta, Tampa, or Charlotte
The Anderson Search Group has been engaged by a repeat client, a growing and highly respected Super-Community Bank, to identify a Chief Fiduciary Officer to join their Trust & Wealth Division. This individual will lead fiduciary administration and oversee all aspects of trust account management, compliance, and risk mitigation. Reporting directly to the Managing Director/President of Trust & Wealth, the Chief Fiduciary Officer will play a critical role in the continued growth and success of the division. The role could be based in either Dallas, Little Rock, Atlanta, Tampa or Charlotte.
Key Responsibilities:
Oversee fiduciary administration for personal trust accounts, ensuring compliance with bank policies and regulatory requirements.
Serve as a trusted advisor on administrative, legal, and regulatory matters for trust accounts under management.
Review and approve key trust documents, including trust agreements, modifications, resignations, and settlement agreements.
Manage specialized trust administration, such as Directed and Delegated trusts, Special Needs trusts, and Privately Held Investments.
Chair the Trust Administrative Committee (TAC) and guide discussions and decisions.
Lead tax compliance efforts, including oversight of tax filings and collaboration with external accounting firms.
Provide training and continuing education to staff on trust administration topics and best practices.
Collaborate with compliance and risk officers to ensure audit readiness and address regulatory examinations.
Represent the division at industry events, build relationships with centers of influence, and support business development initiatives.
Ideal Candidate Profile:
Bachelor's degree and Juris Doctor required.
LLM or CPA preferred but not required.
Minimum of 10 years of experience as a trust and estate attorney, personal trust administrator, or equivalent role.
Active State Bar license preferred.
Expertise in probate and trust law, estate and gift tax, and multi-state estate planning.
Proven leadership skills, with the ability to manage teams, resolve complex issues, and provide exceptional client service.
Strong communication and presentation skills, both written and verbal.
Highly organized, detail-oriented, and able to work effectively in a dynamic environment.
Why This Role?
This is an excellent opportunity to join a growing organization that values collaboration, innovation, and leadership. The Chief Fiduciary Officer will be instrumental in shaping the future of the Trust & Wealth Division while working with an accomplished team dedicated to client success.
The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.