Regional Fiduciary Advisor

at  Bank of America

JOB DESCRIPTION:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
Responsible for fiduciary business acceptance in Region and assisting with training of PWM on fiduciary issues, responsible for publication of Practical Drafting, quarterly estate planning/tax and fiduciary technical publication, provide line support in the form of technical expertise to Legal on fiduciary related projects, responsible for assisting in setting, drafting and implementing fiduciary policies across lines of business, ensuring regulatory and legal compliance.

Skills:

• Attention to Detail
• Critical Thinking
• Decision Making
• Influence
• Written Communications
• Collaboration
• Customer and Client Focus
• Executive Presence
• Negotiation
• Oral Communications
• Adaptability
• Analytical Thinking
• Innovative Thinking
• Prioritization
• Problem Solving

QUALIFICATIONS

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.

• 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 estate 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 and/or management

Education Requirements or Certifications

• Attorney licensed to practice law in at least one U.S. jurisdiction
• B.A. or B.S. (four year undergraduate degree) and J.D. degree required

Please refer the Job description for details