Senior Director of Fiduciary Administration
Milwaukee, Wisconsin, United States, 53202
Green Bay, Wisconsin, United States, 54301
Minneapolis, Minnesota, United States, 55402
Chicago, Illinois, United States, 60654
Experience: Director Management (Director/Head of Organization)
Education: Bachelor's Degree
Category: Accounting / Finance / Insurance
Industry: Financial / Financial Services
Reference ID: NB/DFAWI
Date Posted: 06/23/2026
Shortcut: http://westport-one.jobs.mrinetwork.com/bgxrNC
Senior Director of Fiduciary Administration
If you're the person everyone calls when the answer starts with, "Well, it depends…," and you believe fiduciary risk is best managed before it becomes a headline, we should talk. Our growing bank is seeking a Senior Director of Fiduciary Administration to serve as the resident expert on fiduciary policy, procedures, risk management, and decision-making while helping shape the future of both Personal Trust and Corporate Trust businesses.
This highly visible leadership role partners with senior executives to drive innovative solutions for HNW and institutional clients, coordinate fiduciary forums, champion process improvements, and thoughtfully integrate AI into the business, because "we've always done it this way" isn't a long-term strategy. You'll ensure compliance with fiduciary, legal, and regulatory requirements while serving as the trusted voice on complex matters that require judgment, not just checklists.
Qualified candidates will bring 12+ years of trust, wealth management, or asset management leadership experience, with a strong fiduciary, legal, and risk mindset and a track record serving sophisticated clients. A JD and professional designations such as CTFA or CFP are highly valued, and prior senior leadership experience in Personal or Corporate Trust is preferred. If you enjoy solving complex fiduciary questions, improving processes, and occasionally being the smartest person in the room without needing to announce it, you may have just found your people.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/DFAWI in the subject line.
- NO CALLS PLEASE
-
Trust Support Manager
Green Bay, Wisconsin, United States, 54301
Trust Support Manager If you believe operational excellence is more than a buzzword and that "we've always done it this way" isn't a strategic plan, we'd like to meet you. Our client is seeking an experienced Trust Support Manager to lead a trust suppo...
Date Posted: 06/23/2026 Recommended
-
Trust Officer Manager
Neenah, Wisconsin, United States, 54956
Trust Officer Manager Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development and client retention go hand in hand? If yes, then we ...
Date Posted: 06/22/2026 Recommended
-
Director of Trust Operations
Green Bay, Wisconsin, United States, 54301
Director of Trust Operations If you believe great client experiences are built long before the client ever picks up the phone, and if words like reconciliation, conversions, and project plans make you smile instead of sweat, we should talk. Our growing...
Date Posted: 06/23/2026 Recommended
-
Senior Director of Trust and Advisory Services
Chicago, Illinois, United States, 60654
Green Bay, Wisconsin, United States, 54301
Milwaukee, Wisconsin, United States, 53202
Minneapolis, Minnesota, United States, 55402
Senior Director of Trust and Advisory Services If you believe growth is more than gathering assets and that relationships, not spreadsheets, drive long-term success, we should talk. Our regional bank is seeking a Senior Director of Trust & Advisory Ser...
Date Posted: 06/23/2026 Recommended
-
Director of Brokerage and RIA Operations
Green Bay, Wisconsin, United States, 54301
Milwaukee, Wisconsin, United States, 53202
Director of Brokerage and RIA Operations If you know that operational excellence and regulatory compliance aren't mutually exclusive, and believe that "we'll clean it up later" is not an acceptable control environment, we should talk. Our client is see...
Date Posted: 06/23/2026 Recommended
-
SVP Senior Trust Officer
Little Rock, Arkansas, United States, 72223
SVP Senior Trust Officer Our client is seeking an experienced Senior Vice President, Trust Officer to lead the administration of sophisticated fiduciary relationships while serving as a trusted advisor to high-net-worth individuals and multi-generation...
Date Posted: 05/18/2026 Recommended
-
Director of Nursing(DON)-Senior Living
Bristow, Virginia, United States, 20136
Director of Nursing (DON) - Senior Living If you are a clinical leader who is tired of being treated like a number on a corporate spreadsheet, this is the move you’ve been waiting for. I am partnering with a premier senior living operator that actually...
Date Posted: 06/16/2026 Recommended
-
Executive Director(Luxury Senior Living)
Atlanta, Georgia, United States, 30305
Executive Director (Luxury Senior Living) Are you an elite Senior Living leader who thrives in a sophisticated, luxury environment? A premier, high-end senior living community in the prestigious Buckhead area is seeking an Executive Director to guide i...
Date Posted: 06/22/2026 Recommended
-
Executive Director (Assisted Living) – The "Uncontested" Market Leader
Nevada, United States
Executive Director (Assisted Living) – The "Uncontested" Market Leader In most senior living markets, you are fighting five other buildings for every single move-in. In this small gem in Nevada, the story is different. We are looking for a leader for a...
Date Posted: 05/05/2026 Recommended
-
Sales Specialist(Luxury Senior Living)
Atlanta, Georgia, United States, 30033
Sales Specialist (Luxury Senior Living) Are you a senior living sales powerhouse who thrives in the high-end market? We are looking for a Sales Specialist to join our Georgia-based team in a "unicorn" role that offers the variety of regional work witho...
Date Posted: 05/07/2026 Recommended
-
Assistant Director of Nursing (ADON) - No Agency Building!
District of Columbia, United States, 20007
Assistant Director of Nursing (ADON) - No Agency Building! Join a rapidly growing regional skilled nursing provider that prioritizes culture and stability. We are seeking a polished Clinical Leader to partner with a newly promoted and highly regarded D...
Date Posted: 05/07/2026 Recommended
-
Portfolio Analyst
St Louis, Missouri, United States, 63105
Portfolio Analyst Our client, one of the world’s leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families. They are seeking a Portfolio Analyst to support client-f...
Date Posted: 05/01/2026 Recommended