Company Overview
Chevy Chase Trust is a privately owned investment management firm headquartered in the Washington, D.C. metropolitan area, serving individuals, families, endowments and institutions since 1999. With more than $46 billion in assets under management and a team of over 130 professionals, the firm specializes in investment management, financial and estate planning and fiduciary services.
The firm is known for its Global Thematic Equity Investment approach which focuses on long term secular trends stemming from economic, demographic and technological change and their impact on industries and companies. In addition, our in-house team provides highly customized financial and estate planning and trust services to address the complex needs of each client. Job Purpose/Summary We are seeking a highly motivated and detail-oriented Senior Trust Officer to join our team. This role is essential to ensuring exceptional service delivery to our clients by supporting day-to-day account operations and administrative functions. Communicates regularly with high-net-worth clients and is familiar with the operations of Chevy Chase Trust.
Deep experience managing high net worth clients and complex trust relationships. Completed the CFTA certification or equivalent experience. Strong track record of independent decision making and managing large books of business. Understands and is able to effectively communicate matters related to trust or wealth management topics to clients and internal stakeholders. Has a track record of success that early/mid-career professionals can learn from as they build their careers.
Supervisory Responsibilities
This position has no direct supervisory responsibilities but serves as a resource for Client Service Associates.