Chief Fiduciary Officer Position Available In Miami-Dade, Florida
Tallo's Job Summary: The Chief Fiduciary Officer is responsible for strategically positioning the organization through industry leadership, cultivating external contacts, and sourcing new business opportunities. Requirements include a Bachelor's Degree in Business, Finance, or Accounting, along with 8-10 years of experience in Wealth Management. Strong decision-making, interpersonal, and organizational management skills are essential. Comprehensive knowledge of finance regulations and operations is a must.
Job Description
Overview:
The Chief Fiduciary Officer strategically ensures that the organization is well positioned through industry leadership, and actively cultivates external contacts and sources new business opportunities. Active engagement with executive management, market leaders, and managing directors.
Qualifications:
Bachelor’s Degree in
Business, Finance or Accounting Education:
8-10 years experience in Wealth Management areas of Asset Management, Investment and Insurance Brokerage, and Trust. Analytic and decisive decision maker with the ability to prioritize and communicate to staff key objectives and tactics necessary to achieve organizational goals. Strong interpersonal skills and organizational management experience with the ability to coach senior-level staff to manage and develop high-performance teams andimplement program strategies. Deep experience in budgeting. Comprehensive knowledge of finance regulations and operations is required. Demonstrated success in hiring, training, and growing a team.
