Trust Manager - Michigan
Core
Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates, including asset oversight, fund disbursement, discretionary decisions, and fiduciary duties.
Role type
Senior Trust Manager (Wealth Management)
Builds
Holistic financial planning services including investment management, estate planning, insurance, tax planning, and philanthropic planning for clients.
Domain
Wealth Management / Trust Administration
Deliverable
client delivery
Required skills
Trust administration, fiduciary duties, estate planning, investment management, tax planning, cash flow planning, philanthropic planning, staff management, business development, client relationship management
Preferred skills
JD, Certified Trust and Financial Advisor (CTFA), Certified Financial Planner (CFP), Certified Public Accounting (CPA)
Technologies
N/A
Responsibilities
Administer trusts and estates; prepare and review materials for Trust Administration and Investment Committees; maintain contact with grantors, beneficiaries, and legal counsel; oversee and coordinate holistic services; delegate and manage staff work; engage in practice development and client expansion.
Seniority
Senior, hands-on IC with management responsibilities