Jordan Vitek
Chief Fiduciary Officer
- Role
- Chief Fiduciary Officer at Wealth Enhancement
- Location
- Sioux Falls, SD, US
- LinkedIn followers
- 500 followers
About Jordan Vitek
Leading Trident Trust\'s Client Solutions with a strategic vision, my role encompasses fostering client satisfaction and uncovering new business avenues. With expertise in strategic planning and client relationship management, my recent endeavors include spearheading initiatives that enhance operational efficiency and maintain compliance with intricate regulatory standards. At the core of our team\'s achievements is a commitment to continuous improvement and a knack for nurturing robust stakeholder relationships. Thanks to collaborative efforts, we successfully manage a substantial portfolio of trust structures and corporate services, consistently delivering tailored solutions that align with our clients\' sophisticated requirements.
Experience
Chief Fiduciary Officer
May 2025 — Present · Sioux Falls, SD, US
Legal Oversight:Ensure compliance with fiduciary laws, regulations, and best practices.Develop and implement policies to mitigate legal and operational risks.Align strategic goals with policies, governance structures, and procedures.Oversee account administration and discretionary decision-making.Serve as the primary liaison with regulators, auditors, and legal counsel.Legal Guidance:Provide legal guidance on complex document interpretation and fiduciary duties.Review and draft legal documents, including trust documents and vendor contracts.Ensure due diligence and compliance for new business.Operations and Risk Management:Oversee trust operations, ensuring efficient processes and adherence to fiduciary standards.Implement company policies and governance structures.Establish best practices for committees and staff training programs.Coordinate risk management and compliance efforts.Strategic Growth and Acquisitions:Conduct due diligence on potential acquisitions.Integrate new accounts and employees into the operational framework.Provide insight into strategic opportunities related to South Dakota’s trust laws.Oversee interstate trust activity for legal compliance.Client and Stakeholder Engagement:Serve as senior fiduciary expert for affiliates and high-net-worth clients.Partner with advisors to design fiduciary solutions.Represent the trust company in industry forums and professional organizations.Stay current on fiduciary and tax laws, planning strategies, and trust structures.Prepare and deliver educational presentations and marketing materials.Develop professional contacts to monitor industry changes and evaluate market opportunities.
Education
STEP
Certificate, International Trust Management
Univeristy of South Dakota School of Law
Juris Doctor Candidate, Estate Planning / Property
2012 — 2018
STEP
Diploma, International Trust Management
Univeristy of South Dakota
Bachelor of Arts (B.A.), Communications / Criminal Justice
2007 — 2011
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