Senior Trust Officer | High-Impact Fiduciary Leader
midwest trustWesterville, OH
Senior Trust Officer | High-Impact Fiduciary Leader
midwest trustWesterville, OHSenior L5
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales Agents
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
APPLY NOWMidwest Trust Company seeks a Senior Trust Officer to provide seasoned fiduciary leadership and autonomous administration of complex trust and fiduciary relationships for high-net-worth clients and families. The role sits between VP and SVP, mentoring junior staff and contributing to client retention, risk management, and selective growth while maintaining fiduciary discipline.
Lead client meetings, collaborate with attorneys, CPAs, RIAs, and Portfolio Managers to align trust objectives with
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Level
Senior L5
Location
Westerville, OH
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
2 days ago