Trust Advisor 3
Core
Manages and develops complex wealth management client relationships, administering estates, trusts, and fiduciary services while driving new business growth.
Role type
Senior Individual Contributor Trust Advisor (Wealth Management)
Builds
Private Wealth Management trust accounts and fiduciary services
Domain
Banking / Wealth Management / Trust Administration
Deliverable
client delivery
Required skills
complex relationship management, trust administration, fiduciary services, investment management, regulatory compliance, business development, sales goal achievement, mentoring junior staff, court appearance management, cross-functional coordination
Preferred skills
Series 7 license, Series 66 license (or Series 63 and 65), 8+ years relationship management experience in banking or financial services
Technologies
sales management tools
Responsibilities
Manage and develop new business for large and complex Trust relationships; Administer, invest, and solicit business for assigned accounts in compliance with laws; Represent the company with clients, attorneys, and beneficiaries; Analyze governing documents and manage accounts per terms; Coordinate with investment and tax officers; Resolve client problems and special distribution requests; Make court appearances for audits or asset disposition; Advise management on trust asset acceptability; Mentor junior Relationship Managers.
Seniority
Senior, hands-on IC with supervisory responsibilities