The role is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients involving multi-generational families
Job Summary
The role is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients involving multi-generational families.
Key responsibilities include overseeing the administration of complex trust accounts, driving business development, and assisting clients with wealth planning needs.
Employees are eligible for an annual discretionary award based on individual performance and the overall success of the company.
Matching Summary
The role is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients involving multi-generational families.
Salary
Base: $95,200.00 - $200,000.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Trust administration expertise
Fiduciary law knowledge
High-net-worth client management
Investment account coordination
Risk management capabilities
Nice-to-have
Proactive problem solving approach
Creative solution delivery
Strong team collaboration skills
Sales closing ability
Sophisticated client communication
Key Requirements
Bachelor's Degree or equivalent experience
Minimum 5 years of trust administration experience
CTFA, CFP, AEP, JD, or CPA certification preferred