Fiduciary expert that applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth and ultra high net worth clients. May partner with a Relationship Manager or perform the role of Relationship manager in serving clients. Contributes to growth of the wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skills and knowledge in the marketplace. In some cases, may administer and manage the risk of complex trust accounts in order to develop or expand WMG relationships. Responsible for sourcing new business and expanding current relationships by initiating meetings with clients and prospects, and partnering with other WMG professionals in proactive, demand-creating activities. Serves as relationship manager or team member for a book of business, identifying and addressing wealth management issues with clients, underwriting/accepting new accounts, administering, terminating and distributing the most complex accounts of all types in collaboration with the Trust Centers. Proactively engages with clients in wealth planning related conversations collaborates with partners to develop and propose solutions. Works with investment manager to assist in asset allocation, gathering information to value assets and developing investment strategy. May have a strategic business segment focus (i.e. chari management, Special Needs Trust, Elder Services, Estate Management Services, Legacy Trust). Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions. Communicates directly with clients, business partners and Centers of Influence including external resources i.e. accountants, attorneys, who are related to the client relationship as part of day to day administration. Responsible for corporate regulatory and compliance standards. Act as lead by providing work direction to a small team of administrators. May act as mentor. Demonstrates potential to manage small teams. May act in absence of Regional Trust Manager.
Advanced degree and/or professional designation(s) such as CTFA, CPA, CFP, JD or equivalent, are preferred.
Experience in Trust and Estate matters for minimum of 3+ years.
5+ years experience in Financial Planning, Investments, or sales of financial products.
Local centers of influence.