Job Description

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.

Company Core Values

Essential Job Functions of the Senior Trust Officer - Client Services

Required Skills and Abilities of the Senior Trust Officer - Client Services

Required Education / Experience of the Senior Trust Officer - Client Services

• Bachelor’s Degree or equivalent work experience
• 6+ yrs experience, CFTA preferred

Core Job Competencies of the Senior Trust Officer - Client Services

Working Conditions/Physical Requirements

• This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.

The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes eligibility for discretionary incentive compensation, healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.

Summary of Competitive Benefits & Perks:

• Health/Medical Insurance including Dental and Vision
• 401(k) with company match
• Paid time off
• Bonus/Target Incentive
• Tuition Reimbursement
• Complimentary usage of modern in-house fitness center
• On-premise full-service dining center discounts
• Discounts via the company’s EAP
• Pre-tax transportation options

Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

If you are a candidate in need of assistance or an accommodation in the application process, please contact corporate.resumes@bfsaul.com or 301-986-6000.

Equal Opportunity Employer/Veterans/Disabled