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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Tax
Trusts and Estates
Min 6 yrs required
Trust Team Manager Duties: Manages a trust team within an office or center environment. Accountable for the performance of the trust team including growth, profit management and risk management. Responsible for setting up and administering moderately complex estate and personal trust accounts. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers moderately complex questions regarding trust taxability, document interpretation and fiduciary risk management. Reviews documents, negotiate fees and approves discretionary distributions up to appropriate amount. Confers with trust clients regarding the establishment, administration and operation of trust accounts. Works to develop new business, retain/expand current relationships and cross sell WMG services by partnering with sales professionals and by developing center of influence relationships. Responsible for recruiting, interviewing, hiring, training, and developing trust team members. Works with investment managers to value assets, develop investment strategy and ensures execution of investment strategy.
Qualification and Experience
Qualifications: A BA/BS in business. MBA or J.D. degree. CTFA, CFP, CPA or similar industry designation. 6+ years of financial or trust industry experience and 1+ year of experience managing direct or indirect reports and/or coordinating team workflow. Experience working in a team environment. Established knowledge of trust, fiduciary law, and federal regulations. Relationship management experience. Book of business highly desired. Excellent communication skills both verbally and in writing to internal and external clients. Strong analytical and proactive problem solving skills, time management, organizational skills and attention to detail. Ability to work independently and make timely decisions that demonstrate sound rationale, experience and judgment. Ability to provide fiduciary oversight to moderately complex questions regarding trust taxability, document interpretation, and fiduciary risk management. Strong interpersonal skills with the ability to create effective partnerships. Strong PC proficiency.
Job ID: 5008029
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