thisiscnySyracuse, NY
Senior Personal Trust Manager — Lead, Mentor & Compliance
Senior Personal Trust Manager — Lead, Mentor & Compliance
Senior Personal Trust Manager — Lead, Mentor & Compliance
thisiscnySyracuse, NY
yesterday
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
Apply for this 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.
Also on the board Same function, level within a rung
Level
Senior
Location
Syracuse, NY
Occupation
Compliance Managers
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday