Vice President, Trust & Wealth Management

What You’ll Do

• Oversight of trust administration with a strong focus on compliance, risk management, and operational excellence
• Partnership with divisional leadership on Board and committee reporting
• Support and lead internal and external audits and regulatory examinations (FDIC, IDFPR)
• Preparation and review of court accountings and related documentation for court-supervised accounts
• Annual fiduciary income tax reporting and filing
• Completion of Regulation 9 annual reviews
• Discretionary investment management for assigned accounts in alignment with client objectives, governing documents, and Bank policy
• Identification, cultivation, and development of new business opportunities across all Bank departments
• Serving as an active member of the Trust Administrative Committee and Trust Investment Committee
• Contributing to departmental leadership, strategic initiatives, and continuous improvement efforts

Success Looks Like

• Well-managed, complex fiduciary accounts aligned with governing documents, client objectives, and Bank policy
• Strong regulatory compliance, audit readiness, and proactive risk management
• Deep, trusted client relationships built on expertise, integrity, and service
• Meaningful contribution to department growth, revenue generation, and referral activity
• Leadership presence within the department and effective collaboration across the organization

Education And Experience

• Minimum of five (5) years of experience in trust administration, estate settlement and/or estate planning
• Bachelor’s degree preferred; completion of trust school and/or relevant industry certifications or designations (CPA, CFP, CFA, and/or CTFA) strongly preferred, JD preferred
• Significant experience with trust accounting, portfolio management, and fiduciary software platforms preferred
• Prior banking or financial services experience preferred