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JOB FUNCTION / SUMMARY:
The Trust Advisor 4 manages and develops complex client relationships during the administration of Trust accounts including estates, trusts, guardianships, and agency relationships as well as fiduciary services, investment management services, and other types of accounts within Private Wealth Management. The role will act as a leader and subject matter expert, trusted adviser and technical expert, in complex client relationships for high net worth clients.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Manages and develops new business for large and complex Trust relationships.
- Administers, invests and/or solicits business of large and complex relationships in compliance with bank policies, account documents, laws and regulations.
- Represents the company in business activities and serves as a contact for clients, attorneys, CPAs and beneficiaries relating to assigned accounts. May represent the company on boards or committees related to businesses or institutions for which the trust department provides a service.
- Analyzes, studies, and gains full understanding of governing documents. Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the needs of owners, beneficiaries and/or remainder men.
- Coordinates management of accounts with investment officers, trust tax officers, trust real estate officers, Trust Operations, and others as required.
- Assures the accounts are in compliance with all applicable policies, procedures and/or federal/state laws and regulations. Keeps current with all developments, applicable laws and regulations within individual field and provides advice to other Trust RMs and/or business partners.
- Contacts or corresponds with attorneys, agencies, co-trustees/co-executors, and other parties who have an interest in any aspect of an account.
- Resolves problems brought by owners, beneficiaries and others, such as requests for special distributions or planning and approving necessary expenditures for care and maintenance.
- Advises management and members of the trust administrative committee on questions regarding the acceptability of trust assets and the proper use of income or corpus for accounts being managed.
- Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities. Advises or consults with other officers on details of proposed business plans.
- Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
- Responsible for achieving sales goals set by management.
- Monitor, maintain, and update call planner, pipeline, and closed business report using sales management tools.
- Mentors more junior RMs on all aspects of managing and developing Trust relationships.
SUPERVISORY RESPONSIBILITIES:
Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- Bachelor's degree, preferably with a concentration in business or related field.
- 10 years of relationship management experience in banking or financial services required.
- An equivalent combination of education and experience may be considered.
- Series 7; Series 66 (or Series 63 and 65) licenses are strongly preferred and will allow for maximum incentive opportunity.
- Demonstrated understanding of complex trust, estate, investment and financial planning issues for affluent and high net worth clients
- Highly motivated; Self-starter with the ability to work autonomously.
- Excellent sales and interpersonal skills required.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to travel if required to perform the essential job functions.
- Ability to work under stress and meet deadlines.
- Ability to operate related equipment to perform the essential job functions.
- Ability to read and interpret a document if required to perform the essential job functions.
- Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
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