SVP, Chief Fiduciary Officer

Wintrust Financial Corporation - Chicago, IL

Hiring: SVP, Chief Fiduciary Officer Company: Wintrust Financial Corporation Location: Chicago, IL Job Posted Time: 2026-09-15 11:08:01 Target Skills & Keywords : CFP, Portfolio Management, Project Management, Risk Management, Wealth Management About the job Experience: •10 years) and Employee Recommended award by the Globe & Mail (past 6 years) •10+ years of relevant experience Required Skills: •Review governing documents to provide a thorough fiduciary risk assessment, as part of the pre-acceptance process, in order for WPT Team Leads/Senior Management to assess acceptance of new business by WPT as Trustee and/or Co-Trustee •Review trust agreements for opinion on interpretation issues and/or conflict; advise trust officers and team leads with conclusions on a timely basis; present to Discretionary Committee, Trust Administration and Management Committee •Ensure consistent application of fiduciary standards across all accounts, including trusts, estates, guardianships, and agency relationships •Serve as final escalation (prior to TDC, if necessary) point for complex fiduciary matters and discretionary decisions •Risk Management & Compliance •Partner with Legal, Compliance, and Risk to ensure adherence to fiduciary laws (e.g., Prudent Investor Rule, Uniform Trust Code, ERISA where applicable) •Oversee fiduciary risk management framework, including account reviews, exception tracking, and mitigation strategies •Participate in regulatory exam readiness and responses (e.g., OCC, state banking regulators, internal audit) Qualifications: •Specialized Advanced degree (PhD, J.D.) •CTFA and/or CFP Preferred or equivalent years of experience Compensation: •$141,000 - $190,000 / year •Competitive pay and discretionary or incentive bonus eligible 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!