This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families
Job Summary
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.
Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Matching Summary
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.
Salary
$98,100.00 - $210,000.00 annualized salary; Discretionary incentive eligible; Benefits: This role is currently benefits eligible.
Skills & Requirements
Must-have
Fiduciary administration
Investment management accounts
High-net-worth clients
Wealth planning needs
Risk management
Business development and retention
Nice-to-have
Inclusive workplace
Team player
Sophistication regarding client concerns
Proactive approach to problem solving
Key Requirements
Minimum of five years of trust administration
Estate planning experience
Technical expertise in trust administration
Fiduciary law knowledge
Estate and wealth transfer planning knowledge
High School Diploma / GED / Secondary School or equivalent