Fiduciary Officer II jobs in United States
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First Citizens Bank · 2 months ago

Fiduciary Officer II

positionBoston, Massachusetts
timeFull-time
remoteOnsite
seniorityMid Level
date4+ years exp

First Citizens Bank is seeking a Fiduciary Officer II who collaborates with the relationship team to provide fiduciary services to high net worth clients. The role focuses on relationship expansion and retention, consulting on estate and tax planning, and managing complex client relationships.

BankingInsuranceLendingPaymentsWealth Management
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H1B Sponsor Likelynote

Responsibilities

Fiduciary Management - Administers personal trust accounts. Consults with team and clients to develop comprehensive, long-range fiduciary and estate plans. Ensure accounts comply with legal and regulatory guidelines as well as directives contained in Trust documents. Communicates clearly and effectively with grantors, beneficiaries, relationship team and other interested parties with respect to fiduciary decisions
Relationship Management - Drives ongoing client service to maintain strong relationships, expansion of High Net Worth services and revenue opportunities
Collaboration - Partners with other associates on administering investment-oriented client relationships, managing client communications, and service responsiveness. Coordinates aspects of service across team to ensure a satisfactory client experience
Sales - Promotes the Private Wealth Advisory Services offerings with existing clients, within local markets, and by engaging partners to capture additional assets. Supports the profiling of customer needs in the context of an advice-based relationship

Qualification

Trust AdministrationEstate PlanningFinancial PlanningCertified TrustFinancial AdvisorCertified Financial PlannerRelationship ManagementDiscovery SkillsCommunication SkillsTeamwork Skills

Required

Bachelor's Degree and 4 years of experience in Trust Administration, Estate Planning or Financial Planning OR High School Diploma or GED and 8 years of experience in Trust Administration, Estate Planning or Financial Planning
Accomplished level of financial or fiduciary and estate planning skills
Demonstrated relationship management skills
Demonstrated discovery skills
Strong communication skills
Demonstrated teamwork skills

Preferred

Trust or Legal
National Trust School
Certified Trust and Financial Advisor (CTFA)
Certified Financial Planner (CFP)

Company

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
dateFounded in 1898
location
Raleigh, North Carolina, USA
people-size10001+ employees
web-link
http://www.firstcitizens.com

H1B Sponsorship

First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)

Funding

Current Stage
Public Company
Total Funding
$33M
2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO

Leadership Team

C
Craig Nix
Chief Financial Officer
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Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
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