B
BmoDirector, Trust Administration
Newport Beachonsitedirector$112K – $209K
Posted today · via Workday
About this role
Application Deadline: 07/30/2026 Address: 4400 MacArthur Blvd. Job Family Group: Wealth Sales & Service Work as part of a Client Strategy Team, or serve as the primary relationship manager, to provide expert fiduciary administration for an existing portfolio of trust and investment management accounts. Ensure that all accounts are administered in accordance with governing instruments, internal procedures, and applicable laws and regulations. Build and maintain strong relationships with clients, beneficiaries, and next generation to meet their financial and estate planning needs.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: less
2
Level fit
This role is director-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Newport Beach. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
less