Urgent! SMD Fiduciary Services Job Opening In Southington – Now Hiring Webster Bank
If you’re looking for a meaningful career, you’ll find it here at Webster.
Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals.
As a leading commercial bank, we remain passionate about serving our clients and supporting our communities.
Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
This role provides strategic oversight and leadership for Webster Private Bank’s Trust and Fiduciary Services.
The position is responsible for ensuring the delivery of best-in-class trust and estate planning and administration services, managing a team of experienced professionals, and driving both revenue retention and growth through innovative and enhanced fiduciary offerings.
The leader will serve as a subject matter expert (SME) on fiduciary matters, maintaining a strong risk and compliance culture while fostering cross-business collaboration to meet the sophisticated needs of high-net-worth clients.
Key Responsibilities
Strategic Leadership & Business Growth
Provide vision and direction for Webster Private Bank’s fiduciary platform, ensuring alignment with the bank’s overall private wealth strategy.
Drive revenue retention and new business development by enhancing existing fiduciary services and introducing innovative product offerings.
Partner with Private Bank leadership to fully integrate fiduciary products into the broader suite of private banking solutions, ensuring seamless delivery to clients and prospects.
Actively promote fiduciary services internally and externally, leveraging centers of influence, referral sources, and strategic partnerships to expand market reach.
Team Management & Development
Lead, mentor, and develop a high-performing team of trust and estate officers as well as support staff.
Establish clear performance goals, provide ongoing coaching, and foster a culture of accountability, collaboration, and professional growth.
Ensure that the team is equipped with up-to-date knowledge of industry trends, regulatory changes, and best practices in trust and estate planning.
Risk Management & Regulatory Compliance
Maintain a strong risk management and compliance framework in accordance with regulatory standards, internal policies, and fiduciary best practices.
Develop, review, and update policies, procedures, and controls to mitigate operational, legal, and reputational risk.
Serve as SME on fiduciary risk issues, providing guidance to senior management, relationship managers, and internal partners.
Client & Relationship Management
Manage select high-value or complex client relationships, ensuring the highest level of service and trust administration.
Provide expert guidance to clients, prospects, and their advisors on estate planning, trust structuring, and wealth transfer strategies.
Deliver educational content and thought leadership to internal teams and external stakeholders on fiduciary services and emerging trends.
Cross-Functional Collaboration
Partner with other lines of business—including investment management, lending, and private banking relationship teams—to identify opportunities and deliver holistic wealth solutions.
Act as an internal advocate for fiduciary services, ensuring broad awareness and alignment across the franchise.
Education, Skills & Experience
Bachelor’s degree required; Master’s degree, JD, or equivalent advanced credential strongly preferred.
20+ years of management experience, with proven success leading a Trust/Fiduciary team in a private banking or wealth management environment.
Professional designations such as CTFA and/or CFP strongly preferred.
Deep knowledge of fiduciary law, trust administration, estate planning strategies, and related regulatory requirements.
Exceptional communication, interpersonal, and relationship management skills, with the ability to influence at senior levels and engage with high-net-worth clients.
Strong organizational, presentation, and strategic planning capabilities, with demonstrated ability to drive business results.
Proven track record of fostering a culture of risk management, operational excellence, and regulatory compliance.
This role has a hybrid work schedule and can be based in our NYC, Jericho, Southington, Stamford, Rhode Island or Massachusetts.
The estimated base salary range for this position is $220,000 USD to $275,000 USD.
Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location.
In addition, this position is eligible for incentive compensation.
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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
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Unlock Your SMD Fiduciary Potential: Insight & Career Growth Guide
Real-time SMD Fiduciary Jobs Trends in Southington, United States (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for SMD Fiduciary in Southington, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 459 jobs in United States and 1 jobs in Southington. This comprehensive analysis highlights market share and opportunities for professionals in SMD Fiduciary roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! Webster Bank is currently hiring and seeking a SMD Fiduciary Services to join their team. Feel free to download the job details.
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An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Webster Bank adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a SMD Fiduciary Services Jobs United States varies, but the pay scale is rated "Standard" in Southington. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for SMD Fiduciary Services typically include Business Operations Specialists and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
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Here are some tips to help you prepare for and ace your job interview:
Before the Interview:To prepare for your SMD Fiduciary Services interview at Webster Bank, research the company, understand the job requirements, and practice common interview questions.
Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Webster Bank's products or services and be prepared to discuss how you can contribute to their success.
By following these tips, you can increase your chances of making a positive impression and landing the job!
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