Vice President & Estate Manager

When families face the complexities of settling an estate, they need more than expertise—they need a trusted guide. As Vice President Estate Manager , you will lead our Estates team through sophisticated estate administrations, bringing sound judgment, and precision to every decision. Your leadership will protect client interests, support beneficiaries and advisors, and reinforce the Bank’s reputation for exceptional fiduciary service. This role is well suited for someone who brings sound judgment, strong ownership, and a disciplined approach to managing detailed fiduciary matters in a highly regulated environment. How You’ll Contribute Administer probate and non-probate estates, including complex accounts where the Bank serves as trustee, personal representative, or agent for the fiduciary Oversee estate settlement activities such as collecting assets, preparing inventories and accountings, coordinating payment of bills and administration expenses, and supporting final distributions Research legal and tax issues and coordinate with tax advisors, legal counsel, agencies, portfolio managers, and other stakeholders as needed Prepare and review estate-related documentation, including settlement materials, fiduciary records, and other required legal documents Monitor estate assets and related obligations, including valuations, taxes, insurance, utilities, and sale coordination for real estate or business interests Maintain regular communication with beneficiaries, attorneys, and internal colleagues to support efficient administration and a high standard of service Build and maintain relationships with prospective clients and centers of influence to support business development efforts Lead and manage Personal Estates department staff through coaching, direction, and performance oversight Develop and manage the department’s annual budget Participate in special projects, committees, and cross-functional initiatives related to estate administration, fiduciary matters, and wealth management services What We’re Looking For Leadership capability to guide a team, set expectations, and maintain accountability Commitment to professionalism, confidentiality, and ethical client service Experience in estate administration, trust services, fiduciary services, or a related field Experience handling complex estates, legal documentation, and tax-related coordination preferred Leadership or people-management experience preferred Ability to participate in client and business development activities, including occasional events outside normal business hours