Personal Trust Manager

NBT Bank

. Manage the Personal Trust Group and direct activities of administrators and support staff .

Posted 10/2/2026full-timeUnited StatesSeniorLead💰 $108,869 - $145,150 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in trust and estate administration, including the ability to analyze complex legal documents and ensure compliance with fiduciary regulations. Proven leadership in managing teams, mentoring staff, and coordinating client interactions with a focus on high-net-worth individuals.

Highest-signal resume keywords

Trust Administration ManagementTeam Leadership and DevelopmentCompliance OversightComplex Legal Document InterpretationCustomer Service Excellence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust AdministrationEstate AdministrationFiduciary Income TaxationTransfer TaxationInvestment Risk AnalysisCasework in Estate and Trust AdministrationFinancial Planning ConsultationAccount Review ProcessAdministrative Documentation ReviewMicrosoft Office Suite

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationMentoring SkillsProblem-Resolution SkillsOrganizational Skills

Tools & Technologies

Proprietary Industry Software

Certifications & Qualifications

Cannon Trust SchoolNew York Bankers Trust School

Industry Keywords

Trust DepartmentFinancial ServicesHigh-Net-Worth ClientsLegal ConsultationPerformance Review Policy

About the role

Key responsibilities & impact

Manage the Personal Trust Group and direct activities of administrators and support staff
Train, mentor, and develop staff
Administer a significant group of complex accounts
Provide guidance to administrators and private client advisors on administrative issues
Oversee compliance for the assigned team
Chair the regional Account Review Process/Committee
Administer trusts, estates, and agency accounts for high-net-worth clients
Consult with attorneys and financial planning professionals to achieve client and account objectives
Analyze and interpret complex testamentary and inter vivos instruments for trust and estate administration
Train, mentor, develop, and oversee a team of Trust Administration officers
Review administrative documentation annually and participate in investment risk analysis to ensure compliance
Analyze trust and estate accountings for accuracy and proper form
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's degree or equivalent experience with background in finance, business management, investments, or other relevant areas
7–10 years of relevant management experience in a Trust department, financial services organization, insurance company, or law firm
Completion of career-specific training such as Cannon Trust or New York Bankers Trust Schools, including casework in estate and trust administration and taxation
5 years of previous experience supervising work activities of others
Ability to direct work activities of staff
Excellent verbal and written communication skills, with ability to research independently and reduce findings to writing
Strong computer literacy, including Microsoft Office Suite and other proprietary industry software
Excellent customer service skills and ability to independently organize, coordinate, and outline agendas for client meetings involving other professionals
Ability to understand and interpret complex legal documents
Significant working knowledge of personal income, fiduciary income, and transfer taxation
Strong mentoring and problem-resolution skills
Knowledge of performance review policy
Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

Benefits

Comp & perks

Generous paid time off: at least 22 days annually, prorated in the year of hire
Six weeks of paid parental leave at 100% of salary
Comprehensive medical coverage, including employer HSA contributions for HDHP participants
Dental and vision coverage
Flexible spending accounts for healthcare and dependent care
Employer-paid short-term and long-term disability coverage, with option to purchase additional long-term coverage
Employer-paid basic life insurance, with option to purchase supplemental coverage
Voluntary hospital, accident, and critical illness coverage
401(k) plan with employer matching
Optional Roth 401(k)
Pension plan
Adoption assistance
Tuition reimbursement
Employee Assistance Program (EAP)
Pet insurance
Financial and banking services benefits and financial planning assistance
Wellness initiatives
Flexible work arrangements
Volunteer service and charitable partnerships
Career development programs and tools
Performance-based incentives