Bank Of America Market Trust Director 

United States, New Jersey 

495498728

Job Description:

Job Description:

Key Responsibilities

• Engage in high level fiduciary oversight, proactively identify issues and coordinate all trust administrative activities by partnering with internal groups, such as Office of Chief Fiduciary, Portfolio Oversight Group, Tax Services and others.
• Meet with clients periodically to deepen relationships, address issues, develop new business opportunities, and/or provide trust, estate, and wealth transfer planning insight.
• Partner with a Trust Senior Associate (TSA) to deliver a high level of service and responsiveness to Merrill advisors and clients while executing fiduciary responsibilities within the Bank of America’s established policies, procedures and protocols.
• Review and approve new fiduciary appointments
• Review and approve matters involving trustee discretion
• Partner with Market Trust Executive (MTE) on office leadership activities

Desired Qualifications and skills:

• 5 + years of technical expertise in the areas of trust administration, fiduciary law, and/or estate and wealth transfer planning.
• Ability to balance sense of urgency and responsiveness with adherence to policies and procedures, as well as issue identification and resolution within the enterprise risk profile.
• Aptitude to effectively build partnerships with internal stakeholders and external advisors to drive business development.
• Effective written and verbal communicator, relationship builder, self-starter who can partner effectively with TSA to maintain efficient and organized day-to-day business practices

Critical Thinking

Issue Management

Relationship Building

Written Communications

Conflict Management

Decision Making

Drives Engagement

Inclusive Leadership

Attention to Detail

Interpret Relevant Laws, Rules, and Regulations

Risk Management

Wealth Planning

1st shift (United States of America)