Senior Personal Trust Manager — Lead, Mentor & Compliance
thisiscnySyracuse, NY
Senior Personal Trust Manager — Lead, Mentor & Compliance
thisiscnySyracuse, NY
yesterday
Industries
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment AdviceAbout the role
NBT is hiring to lead the Personal Trust Group in managing high-net-worth trusts and estates. You will mentor staff, oversee account administration, and collaborate with attorneys and financial professionals to meet client objectives.
You will ensure compliance, perform annual documentation reviews, and participate in risk analysis. Strong leadership and deep tax knowledge are essential.
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JOB OVERVIEW
Experience level
Senior
Location
Syracuse, NY
Occupation
Compliance Managers
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday
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