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Bank of America Regional Fiduciary Officer in Dallas, Texas

Job Description:

Business Overview:

U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.

Job Description:

Responsible for providing advice, guidance and training to Bank of America fiduciary account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts. Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Responsible for providing early intervention on fiduciary problems and risk matters. Serves as primary resource for comprehensive fiduciary and technical advice relating to the administration of Bank of America fiduciary accounts. In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations pertaining to fiduciaries.

Qualifications/Desired Skills:

5+ years’ experience as a practicing Trusts & Estates lawyer in private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company performing a legal, risk or fiduciary line of business function

• Experience working with trust officers/fiduciary specialists and making fiduciary related risk-reward decisions

• Demonstrated ability to intelligently and persuasively articulate positions and influence decision makers and management on all levels as well as COIs and other external partners

• Technical expertise in areas of fiduciary, planning, tax, regulatory, legal and compliance

• Strong ability to work in partnership with other functions/roles, including Legal and Risk

• Keen awareness of when to escalate matters to Legal Department and/or management

Posting Date : 05/22/2019

Location :

Newport Beach, CA, NEWPORT CENTER BC, 500 NEWPORT CENTER DR,

Los Angeles, CA, 515 S Flower St (CA9512),

Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST,

Seattle, WA, THE FINANCIAL CENTER, 1215 4TH AVE,

  • United States

Travel : Yes, 5% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Assistance for Applicants with Disabilities

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

Diversity & Inclusion

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Frequently Asked Questions

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