Senior Personal Trust Manager — Lead, Mentor & Compliance

thisiscnySyracuse, NYyesterday

Occupations

Compliance Managers Personal Financial Advisors Financial Managers

Industries

Trust, Fiduciary, and Custody Activities Trusts, Estates, and Agency Accounts Portfolio Management and Investment Advice

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.

Apply now

Level

SeniorL5

Location

Syracuse, NY

Occupation

Compliance Managers

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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