Director, Fiduciary Administration

Provides excellent service to Trust & Estate clients to deliver an exceptional client experience. Provides excellent sales support to regional wealth management team to identify new fiduciary business and make referrals to other business groups through development and maintenance of COI network.

• Manages trust, agency or probate accounts in the role of trustee.
• Identifies opportunities to grow existing relationships and develop new business.
• Makes presentations to clients, prospects, and centers of influence based upon their needs.
• Act as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client/relationship team.
• Acts as a subject matter expert on relevant regulations and policies.
• Builds effective relationships with internal/external stakeholders.
• Performs sales & service support activities as required to meet client needs and maintain overall service levels.
• Meets high-quality service standards to maximize relationship retention and growth.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Bachelors degree required. J.D. or other post-secondary degree preferred, but not required.
• Seasoned professional with in-depth knowledge of Fiduciary Administration practices, typically developed with 10+ years of a combination of education, experience and industry knowledge.
• Able to manage ambiguity.
• Sense of humor, decency and kindness; team-player.

Compensation and Benefits:

$110,000.00 - $204,100.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.