Associate Director, Trust & Investment Services

Lewis James Professional - Anchorage, AK

Hiring: Associate Director, Trust & Investment Services Company: Lewis James Professional Location: Anchorage, AK Job Posted Time: 2026-09-10 11:40:39 Target Skills & Keywords : CFA, CFP, Wealth Management About the job Experience: •8+ years of trust, investment management, or wealth management experience. •2+ years of management experience. Required Skills: •Lead business development and relationship management efforts for the Wealth Management & Trust Department. •Coach, mentor, and manage trust and investment officers. •Develop and execute strategies to grow trust and investment business. •Oversee trust administration, investment management, and complex client relationships. •Partner cross-functionally with bank partners to deliver comprehensive wealth management solutions. •Ensure compliance with fiduciary standards, banking regulations, and internal policies. •Manage departmental performance, reporting, and staff development. Qualifications: •Bachelor's degree in Business, Finance, or related field. •Strong business development and client relationship skills. •MBA, JD, CFA, or CFP designation preferred •Advanced knowledge of trust administration and investment markets preferred. •For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4439. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4439. Lewis James Professional Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!