Top Trust Executive jobs in Evansville, IN

Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)

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Sr. Trust Advisor
  • Fifth Third Bank
  • Evansville, IN FULL_TIME
  • Make banking a Fifth Third better

    We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

    GENERAL FUNCTION:
    • Serve as Trust Advisor for clients with more than $5MM in investable assets
    • Work with Private Bank Team to identify fiduciary opportunities and solutions
    • Work with Private Bank Team to implement fiduciary strategies
    • Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating clients' wealth planning and Private Bank service needs and coordinating external and internal advisors to accomplish
    • Actively participate with the Private Bank team to develop, interpret, communicate an facilitate complex estate planning matters as part of the advice-based solutions presented to clients
    • Advise 50- 75 households comprised of approximately 250- 300 accounts

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    • On behalf of Fifth Third Bank as Trustee understand and administer fiduciary accounts in accordance with the governing documents for trusts over $1MM
    • Ensure adherence to all fiduciary rules, regulations and internal governance throughout the administration of the trust
    • Cultivate relationships with local centers of influence including attorneys and accountants to identify both current and future opportunities for Fifth Third Bank to serve as Trustee, Successor Trustee, Executor or Personal Representative.
    • Generate new fiduciary and Private Bank IM&T
    • Manage the due diligence process on all new fiduciary appointments
    • Demonstrate sound complex decision making skills
    • Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning and probate, estate, gift and income tax planning, guardianships, special needs trust, state-specific laws)
    • Develop subject matter expertise in fiduciary related areas
    • Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

    MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED

    • Bachelor's degree required
    • Graduate degree (JD,MBA) preferred
    • Professional designee (CTFA or similar)
    • 10 years of demonstrated fiduciary client service/sales
    • Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters

    Sr. Trust Advisor

    LOCATION -- Evansville, Indiana 47708

    Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

     

  • 13 Days Ago

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TOP DOG Automotive Technician
  • Lou Fusz Kia of Evansville
  • Evansville, IN FULL_TIME
  • WE'RE HIRING! TOP DOG AUTOMOTIVE TECHNICIAN!Do you like to make people smile? If so, keep reading…..We are now hiring dynamic, service-oriented individuals. Our employees enjoy a culture of respect an...
  • 5 Days Ago

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Superintendent - TOP $$$ and Local Projects!
  • Jobot
  • Evansville, IN FULL_TIME
  • Leading GC in Indiana is looking for a Superintendent to help grow the division with! Top salary and bonus structure provided!This Jobot Job is hosted by: Brandon HenshawAre you a fit? Easy Apply now ...
  • 5 Days Ago

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Commercial Insurance Producer
  • First Mid Bank & Trust
  • Carbondale, IL FULL_TIME
  • Serves as key relationship manager for FMIG and is responsible for securing new business and retaining existing insurance clients. Responsibilities include, but are not limited to: Serves as insurance...
  • Just Posted

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Full-time Universal Banker/Teller
  • First Mid Bank & Trust
  • Carbondale, IL FULL_TIME
  • Position: Full-time Universal Banker/Teller Location: Carbondale, IL Job Id: 3489 # of Openings: 1 At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve th...
  • 3 Days Ago

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Universal banker
  • First Mid Bank & Trust
  • Carmi, IL FULL_TIME
  • Position : Part-time Universal Banker / Teller Location : Carmi, IL Job Id : 3483 # of Openings : 1 At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve t...
  • 6 Days Ago

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0 Top Trust Executive jobs found in Evansville, IN area

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Field Application Specialist - HammerHead
  • The Toro Company
  • Owensboro, KY
  • Typical Starting Pay: $80,000-$105,000, plus bonuses. What Can We Give You? Medical, Dental, Vision, 401K Matching up to...
  • 3/19/2024 12:00:00 AM

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Financial Services Professional - Hybrid Experience
  • Bankers Life
  • Owensboro, KY
  • Financial Services Professional - Hybrid Experience Location: Owensboro, KY, United States Job Category: Financial Repre...
  • 3/19/2024 12:00:00 AM

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Investment Strategy and Bond Accounting Officer
  • United Fidelity Bank
  • Evansville, IN
  • United Fidelity Bank, situated in Indiana's third-largest city (Evansville, IN), is a future-focused financial instituti...
  • 3/18/2024 12:00:00 AM

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Client Service Specialist
  • Old National Bank
  • Evansville, IN
  • Overview: Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we ar...
  • 3/18/2024 12:00:00 AM

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Retail Sales Associate Golf - HIRING EVENT
  • Dick's Sporting Goods
  • Evansville, IN
  • If golf is your passion, you'll love growing the game at Golf Galaxy. We are home to the Trusted Advisors whom every gol...
  • 3/15/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Evansville, IN
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/15/2024 12:00:00 AM

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Store Customer Service Specialist
  • Sherwin-Williams
  • Evansville, IN
  • This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholes...
  • 3/13/2024 12:00:00 AM

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Bilingual Store Associate (Spanish)
  • Sherwin-Williams
  • Evansville, IN
  • Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about...
  • 1/29/2024 12:00:00 AM

Evansville is a city and the county seat of Vanderburgh County, Indiana, United States. The population was 117,429 at the 2010 census, making it the state's third-most populous city after Indianapolis and Fort Wayne, the largest city in Southern Indiana, and the 232nd-most populous city in the United States. It is the commercial, medical, and cultural hub of Southwestern Indiana and the Illinois-Indiana-Kentucky tri-state area, home to over 911,000 people. The 38th parallel crosses the north side of the city and is marked on Interstate 69. Situated on an oxbow in the Ohio River, the city is of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Executive jobs
$258,884 to $396,378
Evansville, Indiana area prices
were up 1.3% from a year ago

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