Senior Wealth and Trust Management Officer

Job overview

The Senior Wealth and Trust Management Officer is an onsite, full-time role in Raynham, MA. Compensation is $220,000–$240,000 per year. Bluestone Bank serves Southern New England with financial solutions, and this department leader oversees Wealth and Trust activities. The officer leads department operations, client service, compliance, and business development while managing trust and investment accounts. The role develops the department’s business and referral sources and coordinates financial strategies with clients and their other advisors.

What you'll do

• Lead Wealth and Trust department operations and staff
• develop budgets and strategic plans
• oversee trust and investment account administration
• coordinate asset transfers and disbursements
• advise clients on financial, retirement, and estate planning
• maintain fiduciary controls and regulatory compliance
• serve as liaison with regulators
• and develop new accounts and referral relationships.

What we're looking for

Skills & competencies

senior wealth and trust management officer

raynham ma

bluestone bank

wealth management

trust administration

investment management

fiduciary compliance

business development

department leadership

$220k–$240k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision coverage
• employer-matching 401(k)
• training and professional development
• tuition reimbursement
• paid time off
• paid volunteer hours
• and 11 paid holidays.

Why this role

The role reports to the President and CEO and requires at least 15 years of relevant experience and five years of department leadership experience.

About the employer

Bluestone Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.