Senior Fiduciary Principal

Company: Westport One
Location: Sarasota
Posted on: January 15, 2022

Job Description:

Senior Fiduciary Principal

Our client is looking for a client service focused fiduciary professional, who is effective building relationships internally within a small team and externally with centers of influence in the market. You must have at least 7 years of trust administration experience including administering trusts from A to Z, settling of estates, and some investment management knowledge.

You must have a minimum of a Bachelor's degree, Masters preferred, law degree is a plus, especially if in the state of Florida. They take a team-based approach working alongside the team and looking for opportunities to bring in trusts, IRA's, agency accounts, and investment management accounts.

They pay a competitive salary with a bonus, and ownership opportunity. If you are a great team player, strong fiduciary background, who's personable with a good understanding of customer service, such as responsiveness/communication, and someone who takes ownership then you need to respond!

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, one of the largest talent advisory, recruiting, and staffing organizations in the world. Our 55-year-old, global family is comprised of nearly 400 firms with 1,500 search and advisory professionals across four continents. It takes a network to build a business---. So, let's start building!
Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one or more of the following:
***CLICKING "APPLY NOW" ON THIS PAGE*** (PREFERRED)

Email your resume in WORD format to kim@westportone.com. Please refer to job reference code NB/StPeteFiduciary in the subject line.

Fax resume with cover letter to 314-991-9586. Attention: Kim Carlson. Please refer to job reference code NB/StPeteFiduciary

NO CALLS PLEASE

Keywords: Westport One, Sarasota , Senior Fiduciary Principal, Other , Sarasota, Florida