Vice President, Fiduciary

We're seeking a future team member for the role of Vice President, Fiduciary to join our Wealth Management team. This role is located in Boston, MA.

- Administer and advise the Wealth Management team on the interpretation of key trust provisions, fiduciary duties, and trustee responsibilities. - Manage and grow existing client relationships with a strong focus on risk management, while meeting with clients, co-trustees, beneficiaries, and outside advisors. - Interpret governing trust documents, identify and escalate fiduciary and compliance risks, and ensure adherence to the highest fiduciary standards. - Support fiduciary administration across client relationships, including discretionary and non-discretionary approvals, account maintenance, proxy and statement reporting, and related system updates. - Independently pursue new business opportunities and client prospects, generating revenue through self-sourced assets, referrals, and future fee growth. - Support complex accounts, estate settlements, and charitable accounts as needed, while assisting more senior team members on more complex matters. - Provide guidance, mentoring, and support to less experienced team members and the Lead Analyst as needed.

- Bachelor's degree or equivalent combination of education and experience required; advanced or graduate degree preferred. - 6+ years of experience in fiduciary administration, including fiduciary taxation, and managing large client relationships. - Strong knowledge of fiduciary practices, policies, procedures, estate settlements, probate administration, and charitable account administration, as applicable. - Excellent interpersonal, written, verbal, and presentation skills with the ability to work directly with clients, prospects, and legal, tax, and insurance advisors. - Self-motivated, consultative, and able to balance business development, client service, risk management, and compliance responsibilities. - JD, CTFA or CFP strongly preferred; additional professional designations are a plus. - No direct reports; provides guidance and mentorship as needed.