Position Summary: This position is responsible for the oversight of the Trust and Fiduciary Services offered to clients. In addition to managing the Trust staff, the position is also responsible for revenue retention and growth through enhanced/expanded fiduciary offerings.
Management Level Description: Has company-wide responsibility for a single function or department-wide responsibility for multiple functions that are homogeneous in nature. Will have multiple direct reports that may be managers, supervisors or high-level individual contributors. Number of direct/indirect reports will be driven by the staffing needs of the function. However, in general the total direct/indirect reports should not exceed 15 with at least 3 direct reports that are each responsible for one of the multiple functions. Products/services/deliverables of the department are provided in direct support of a specific business unit or the entire enterprise.
Position Duties / Responsibilities: - Serves as SME on fiduciary (trust and estate planning/administration) topics and industry trends
- Adheres to a strong risk management culture as it pertains to oversight of the Fiduciary business
- Manages and develop a group of trust and estate officers as well as support staff
- Grows and retain recurring fee revenue in the fiduciary area through development of new product offerings and sale of fiduciary offerings to clients and prospects of Private Banking
- Works with Private Bank leadership team members to fully integrate fiduciary products and services into the PB offerings to appropriate clients and prospects
- Disseminates information on best practices in the fiduciary arena to internal employees as well as clients, prospects, and centers of influence
- Manages client relationships as required
- Promotes strong internal partnerships with multiple lines of business throughout the Bank to promote Fiduciary services across the franchise
- Develops and maintain policies and procedures in accordance with regulatory requirements
Education: - Bachelor's degree required; Master's degree or JD preferred.
Business Experience & Skills: - 12+ years of management experience, preferably leading a Trust/Fiduciary team
- Excellent communication, organization, presentation and interpersonal/relationship skills in both English & Spanish
Licenses / Certifications: - CTFA and/or CFP preferred
What Else You Need To Know:The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:Minimum:
$146,250.00 USD
Maximum:
$260,000.00 USD
We Value Your Impact:Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
Working Conditions:Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next :If this sounds like a role you are interested in, then please apply.
