Bank of America
Senior Trust Officer
$98K–$210K
New Haven · Senior · Full-time · Posted Sep 1, 2026
- Experience
- Minimum of five years of trust administration and estate planning experience.
- Education
- Minimum education requirement: High School Diploma / GED / Secondary School or equivalent.
About the job
Manages fiduciary and investment accounts for high-net-worth clients and beneficiaries, overseeing trust administration, wealth planning, client relationships, business development, and risk.
What you'll do
- Review trust instruments, support fiduciary decisions, manage risk, and conduct periodic trust reviews.
- Coordinate investment-account opening, closing, money movement, and maintenance; ensure compliance with legal and regulatory requirements.
- Build client and prospect relationships, support wealth-planning needs, and develop business opportunities.
What they ask for
- At least five years of trust administration and estate planning experience.
- Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning.
- Knowledge of compliance with policies, procedures, and legal and regulatory requirements for client accounts and portfolios.
- Ability to develop business opportunities and confidently close sales while meeting or exceeding revenue targets.
Nice to have
- Fiduciary credentials such as CTFA, CFP, AEP, JD, and/or CPA.
- Bachelor’s Degree or equivalent business experience in High-Net-Worth Trust environment.
Pay
$98,100.00 - $210,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative