Qualifications

• 8+ years of leadership experience in the trust or fiduciary services industry.
• Bachelor's Degree in Accounting, Finance, or Business.
• Advanced degrees preferred.
• Ability to review and interpret trust documents.
• Familiarity with life insurance products and their integration into trust planning is a plus.
• Proven ability to manage regulatory relationships and lead compliance initiatives.

Responsibilities

• Lead expansion and provide strategic leadership for the company, managing a team of experienced trust officers and administrative teams.
• Manage client life insurance trusts with affiliate companies.
• Serve as primary regulatory contact with the South Dakota Division of Banking.
• Prepare for regulatory exams, audits, and ongoing compliance reporting.
• Lead internal compliance efforts, including BSA/AML programs and risk management frameworks.
• Review documents for legal and fiduciary compliance relating to various types of trusts.
• Draft Non-Judicial Settlement Agreements and other fiduciary documents.
• Participate in board and audit committee meetings, contributing to governance and oversight.

Benefits

• Opportunity to lead a well-established and forward-thinking trust company.
• Influence long-term growth strategy and company operations.
• Engage in strategic leadership and direct mentorship of experienced teams.
• Collaborate closely with regulatory bodies, enhancing professional visibility.
• Contribute to corporate governance at a high level.