Director, Fiduciary Advisory Services

BMO U.S.

Director, Fiduciary Advisory Services providing high quality service to Trust & Estate clients. Overseeing account management and developing new business opportunities in the financial sector.

Posted 4/23/2026full-timeChicago • Florida, Illinois • 🇺🇸 United StatesLead💰 $102,000 - $190,000 per yearWebsite

About the role

Key responsibilities & impact

Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience.
Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance.
Works collaboratively within the branch and the regional team as part of the client/relationship management solution.
Identifies and makes referrals to other business groups as appropriate.
Oversees the provision of content and marketing materials for new business proposals.
Identifies opportunities to grow existing relationships and develop new business.
Makes presentations to clients/prospects in conjunction with others based upon their needs.
Provides day to day technical support team members responsible for fiduciary account management.
Manages trust, agency or probate accounts in the role of trustee.
May act as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client/relationship team.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Builds effective relationships with internal/external stakeholders.

Requirements

What you’ll need

Typically 7+ years of relevant experience
Post-secondary degree in related field or equivalent combination of education and experience
Bachelor’s degree in Finance or related field preferred
In-depth/expert knowledge of Personal Trust Administration processes and procedures
In-depth/expert knowledge of Trust Tax, Trust Accounting and Investment Management
In-depth/expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations
Verbal & written communication skills - In-depth/Expert
Analytical and problem solving skills - In-depth/Expert
Influence skills - In-depth/Expert
Collaboration & team skills; with a focus on cross-group collaboration - In-depth/Expert
Able to manage ambiguity
Data driven decision making - In-depth/Expert

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Personal Trust AdministrationTrust TaxTrust AccountingInvestment Managementfiduciary lawsestate planning techniquestax regulationsdata driven decision making

Soft Skills

verbal communicationwritten communicationanalytical skillsproblem solvinginfluence skillscollaboration skillsteam skillsability to manage ambiguity