Senior Trust Officer

Bank of America

. Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families .

Posted 9/23/2026full-timePrinceton • New Jersey • United StatesSenior💰 $98,100 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in trust administration, fiduciary law, and estate planning while effectively managing high-net-worth client relationships and ensuring compliance with regulatory requirements. Proven ability to drive business development and retention through proactive engagement and tailored wealth planning solutions.

Highest-signal resume keywords

Trust AdministrationFiduciary LawEstate PlanningBusiness DevelopmentClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust AdministrationFiduciary LawEstate PlanningWealth Transfer PlanningRisk ManagementComplianceAccount MaintenanceSales ClosingRevenue Target AchievementTrust Instrument Review

Soft Skills

Problem SolvingCommunication SkillsTeam CollaborationInitiativeClient Engagement

Certifications & Qualifications

CTFACFPAEPJDCPA

Industry Keywords

High-Net-Worth ClientsFiduciary AdministrationInvestment ManagementWealth PlanningRegulatory Compliance

About the role

Key responsibilities & impact

Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families
Oversee administration and business development of complex investment management and trust accounts
Work with team members to assure trust product awareness and education of clients, associates, and Centers of Influence
Drive business development and retention with teams
Assist clients with wealth planning needs
Manage risk
Provide fiduciary administration support, including review of trust instruments, participation in matters where the trustee is exercising discretion, risk management, and periodic trust reviews
Support investment management accounts, including coordination of opening and closing accounts, money movement, and account maintenance
Engage with clients and prospects to build and transfer wealth tailored to their unique goals while delivering a high-quality experience
Ensure compliance with regulatory and legal requirements related to client accounts and portfolios
Identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Requirements

What you’ll need

Minimum of five years of trust administration and estate planning experience
Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning
Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Demonstrates initiative and a proactive approach to problem solving
Creative though prudent approach to providing solutions within the bank’s risk/reward profile
Proven ability to confidently close sales and meet or exceed revenue targets
Good people/partner communication skills and ability to be a team player
High level of savvy and sophistication regarding high-net-worth clients’ concerns/issues
Ability to communicate and connect with high-net-worth clients
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Desired: Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment is desired

Benefits

Comp & perks

Discretionary incentive eligible; eligible to participate in the annual discretionary plan
Benefits eligible
Access to paid time off
Resources and support to employees
In-office culture with an appropriate level of flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and make an impact