W3Global
Vice President of Fiduciary Services
W3Global, Colorado Springs, Colorado, United States, 80509
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Vice President of Fiduciary Services
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W3Global
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The ideal candidate will be a professional with a solid reputation and experience in the estate and/or wealth services industries. Strong relationship skills fueled by an intense desire to deliver timely excellence in client services is a must. The ideal candidate thrives on serving clients and working collaboratively with our team, attorneys, financial advisors, and CPAs. An understanding of and experience in helping families successfully navigate the various and unique complexities of generational wealth is also beneficial. The successful candidate must be a self‑motivated, responsible individual who can work independently and thrive in an environment where time management, communication, attention to detail and timely follow‑through are critical. A proven strong character and desire to work in a team environment is required.
Responsibilities
Client Relationship Management
Serve as the primary point of contact for professional advisors and trust / estate clients.
Provide personalized service and maintain strong relationships with professional advisors, beneficiaries and wealth holders.
Educate and equip professional advisors, beneficiaries and wealth holders to make informed decisions regarding the generational wealth.
Trust Administration
Manage and administer trust accounts.
Ensure compliance with fiduciary responsibilities and trust documents.
Stay current with trust laws, tax regulations, and fiduciary standards.
Collaboratively work with tax professionals to ensure accurate reporting.
Maintain accurate records of trust transactions, communications, and decision making.
Work with the our team to prepare reports for clients and internal stakeholders as needed.
Ensure proper documentation and recordkeeping to protect the trust and its stakeholders.
Coordinate with investment advisors to ensure trust assets are managed appropriately.
Monitor performance and ensure alignment with the trust's objectives.
Professional Advisor Relationships
Develop and maintain strong relationships with attorneys, financial advisors and other professional partners
Identify and pursue strategic partnership opportunities that align with organization goals.
Serve as a liaison between us and external professionals to ensure seamless communication and collaboration.
Represent the company at networking events, conferences and industry functions.
Qualifications
Education
Bachelor's degree required
Juris Doctorate (JD) or other advanced degree or related certification preferred
Desired Technical & Professional Skills
Experience with Trusts and Estates
Understanding of Taxes and Investments
Experience with Family Foundations (Donor Advised Funds & Private Foundations) and charitable tax planning is a bonus
Client‑Facing & Interpersonal Skills
Communication: Clear and professional verbal and written communication with clients, beneficiaries, and professional advisors (legal, financial and tax).
Relationship Management: Ability to build trust and maintain long‑term relationships with clients and stakeholders.
Conflict Resolution: Skilled in handling sensitive situations and resolving disputes diplomatically.
Organizational & Analytical Skills
Attention to Detail: Precision in managing legal documents, financial records, and client communications
Problem‑Solving: Analytical thinking to address complex trust, tax and/or investment issues.
Time Management: Ability to prioritize tasks and manage multiple accounts efficiently.
Technology Skills
Microsoft Office Suite: especially Excel, Word, and Outlook for reporting and documentation.
Document Management Systems: Familiarity with digital filing and compliance tracking tools.
We currently uses Citrix for its document retention and WealthHub (built on Salesforce) as its Trust Administration and CRM platform.
Compensation & Benefits For those with proven success and current experience as a Trust Officer, We offers a unique revenue sharing model which allows the VP of Fiduciary Services to financially benefit from well‑serving client relationships. Salary Compensation will be a Base plus bonus, depending upon experience.
#J-18808-Ljbffr
Vice President of Fiduciary Services
role at
W3Global
Get AI-powered advice on this job and more exclusive features.
The ideal candidate will be a professional with a solid reputation and experience in the estate and/or wealth services industries. Strong relationship skills fueled by an intense desire to deliver timely excellence in client services is a must. The ideal candidate thrives on serving clients and working collaboratively with our team, attorneys, financial advisors, and CPAs. An understanding of and experience in helping families successfully navigate the various and unique complexities of generational wealth is also beneficial. The successful candidate must be a self‑motivated, responsible individual who can work independently and thrive in an environment where time management, communication, attention to detail and timely follow‑through are critical. A proven strong character and desire to work in a team environment is required.
Responsibilities
Client Relationship Management
Serve as the primary point of contact for professional advisors and trust / estate clients.
Provide personalized service and maintain strong relationships with professional advisors, beneficiaries and wealth holders.
Educate and equip professional advisors, beneficiaries and wealth holders to make informed decisions regarding the generational wealth.
Trust Administration
Manage and administer trust accounts.
Ensure compliance with fiduciary responsibilities and trust documents.
Stay current with trust laws, tax regulations, and fiduciary standards.
Collaboratively work with tax professionals to ensure accurate reporting.
Maintain accurate records of trust transactions, communications, and decision making.
Work with the our team to prepare reports for clients and internal stakeholders as needed.
Ensure proper documentation and recordkeeping to protect the trust and its stakeholders.
Coordinate with investment advisors to ensure trust assets are managed appropriately.
Monitor performance and ensure alignment with the trust's objectives.
Professional Advisor Relationships
Develop and maintain strong relationships with attorneys, financial advisors and other professional partners
Identify and pursue strategic partnership opportunities that align with organization goals.
Serve as a liaison between us and external professionals to ensure seamless communication and collaboration.
Represent the company at networking events, conferences and industry functions.
Qualifications
Education
Bachelor's degree required
Juris Doctorate (JD) or other advanced degree or related certification preferred
Desired Technical & Professional Skills
Experience with Trusts and Estates
Understanding of Taxes and Investments
Experience with Family Foundations (Donor Advised Funds & Private Foundations) and charitable tax planning is a bonus
Client‑Facing & Interpersonal Skills
Communication: Clear and professional verbal and written communication with clients, beneficiaries, and professional advisors (legal, financial and tax).
Relationship Management: Ability to build trust and maintain long‑term relationships with clients and stakeholders.
Conflict Resolution: Skilled in handling sensitive situations and resolving disputes diplomatically.
Organizational & Analytical Skills
Attention to Detail: Precision in managing legal documents, financial records, and client communications
Problem‑Solving: Analytical thinking to address complex trust, tax and/or investment issues.
Time Management: Ability to prioritize tasks and manage multiple accounts efficiently.
Technology Skills
Microsoft Office Suite: especially Excel, Word, and Outlook for reporting and documentation.
Document Management Systems: Familiarity with digital filing and compliance tracking tools.
We currently uses Citrix for its document retention and WealthHub (built on Salesforce) as its Trust Administration and CRM platform.
Compensation & Benefits For those with proven success and current experience as a Trust Officer, We offers a unique revenue sharing model which allows the VP of Fiduciary Services to financially benefit from well‑serving client relationships. Salary Compensation will be a Base plus bonus, depending upon experience.
#J-18808-Ljbffr