Chief Fiduciary Officer

Midwest One Bank • United States, United States • 4d ago

Overview

Small enough to care. Big enough to deliver.

This role serves as a critical leadership position within the Trust Department including the direct supervision of key positions and the indirect supervision of assigned Trust Officers. This includes the fiduciary management and oversight of administration of Trust Services throughout the department footprint, as well as a visible leadership role within the community where the incumbent's primary office is located. This position is a member of the department's leadership team and works collaboratively with other department leaders to produce good financial results while maintaining appropriate risk management oversight.

Responsibilities

Private Wealth Management Responsibilities

Provides leadership and guidance related to the fiduciary administration oversight of Trust Services which includes the following:

Ensures compliance with industry best practices and regulatory exams;

Ensures continued improvements in best practices;

Provides specialized Trust service and assistance, answer questions, resolves complaints, etc;

Develops and produces customer correspondence and follow-up calls;

Communicates effectively to make sure the team is aware of and on top of changes within the department and more broadly within the industry;

Helps oversee Trust Policy enhancements and follow-through;

Helps develop leadership and strategy within the team.

Oversees all Fiduciary (Trust) matters for Private Wealth.

Oversees all operational and processing areas for Private Wealth in conjunction with the Director, Private Wealth.

Serves as Chair for Trust Administrative Committee.

Sits on Trust and Trust Investment Committees.

Relationship Development

Manages a book of business within the department.

Promotes and sells new business through proactive development of products and relationships with assigned accounts and target markets for Trust.

Aids in the development of enhancements which increase the sales staff's ability to deliver service and bring in additional business to the Trust division.

Establishes and maintains relationships with key community contacts which enhance business development for the company with a specific focus on Trust.

Participates in sales meetings, identification of customers and prospects, business development calls, referrals, tracking, submittal of reports, etc.

Participates in Trust relationship efforts and account management.

Refers business to other departments outside of own expertise: home mortgage, investment services, and commercial banking.

Participates in community activities and assumes leadership roles where appropriate.

Performs other duties as assigned.

Qualifications

Bachelor's degree or equivalent combination of post high school education and related work experience.

Juris doctor (J.D.) degree preferred but not required

In addition to education in the field of business, a minimum of 10 years of related fiduciary/trust services work experience is required or a combination of education and experience.

Banking or financial experience is required.

Compensation

Hiring Pay Range: $150,000 to $220,000The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction.

The Perks!

Competitive base compensation with additional performance-based incentives (incentives vary depending on role)

Career development and c ontinuous learning opportunities

Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more

100% vested 401(k) Retirement Plan with 6% company match

Medical, Dental, and Vision insurance

Flex spending plan & Health savings accounts with employer contribution

Student Loan Debt Reduction Program

Employer provided group life insurance with option to purchase additional life insurance for you and your family members

Employer provided long term and short term disability insurance

Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity

Wellness Program

Free banking services and other financial services discounts

Take Your Dog to Work Day in June

Employee Rally Day- a day of celebration and recognition !

RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.

Let's build something great, together.

Location : LocationUS-CO-Denver

StatusExempt

TypeFull-Time

CityDenver

StateCO

Benefits PackageYes - Full Time Package

Location : Address 2810 East 17th Avenue

Candidate Application DeadlineNo deadline

Similar Jobs

CORRECTIONS OFFICER

State of Arkansas • Pine Bluff, AR • 53min ago

Management & Administrative

CORRECTIONS OFFICER Date: Aug 8, 2025 Req ID: 51929 Location: Pine Bluff, AR, US, 71603 Category: DEPARTMENT OF CORRECTION Anticipated Starting Salary: $50,845.00 Position Number: 22084936 County: Jefferson Posting End D...

53min ago

Go to Apply

Corrections Officer (SCO05P)

State of Arkansas • Osceola, AR • 53min ago

Management & Administrative

Corrections Officer (SCO05P) Date: Aug 8, 2025 Req ID: 51927 Location: Osceola, AR, US, 72370 Category: DEPARTMENT OF CORRECTION Anticipated Starting Salary: $50,845.00 Position Number: 22083234 County: Mississippi Posti...

53min ago

Go to Apply

Compliance Advisor Manager

Capital One • Plano, TX • 54min ago

Management & Administrative

Compliance Advisor Manager The Compliance Advisor Manager performs a key risk management role (second line of defense), to help ensure corporate initiatives and lines of business processes comply with applicable laws and...

54min ago

Go to Apply

Commissary Support Clerk

Defense Commissary Agency • Schofield Barracks, HI • 54min ago

Management & Administrative

Summary Commissary Support Clerks perform a variety of store-level work associated with accounts and price maintenance. Specific assignments vary by individual store and store management requirements. Responsibilities Pe...

54min ago

Go to Apply

Corrections Officer Trainee - SCI Coal Township

Commonwealth of Pennsylvania • Pennsylvania, Pennsylvania • 54min ago

Management & Administrative

Corrections Officer Trainee - SCI Coal Township Print ( https://www.governmentjobs.com/careers/pabureau/jobs/newprint/5013530 ) Apply ? Corrections Officer Trainee - SCI Coal Township Salary $47,925.00 Annually Location...

54min ago

Go to Apply

Department Chief Engineer, Naval Integration and Operations

The MITRE Corporation • Mclean, VA • 55min ago

Management & Administrative

Why choose between doing meaningful work and having a fulfilling life? At MITRE, you can have both. That's because MITRE people are committed to tackling our nation's toughest challenges-and we're committed to the long-t...

55min ago

Go to Apply