Job Details

Trust Specialist

Company name

Bank of America Corporation

Organization Type

In-House

Job Type

Non-practicing Attorney

Date Last Verified

Aug 20,2018

Posted on

Jul 19,2018

Years of Experience

7-10 yrs required

Location

Stamford, CT
Practice Area
Trusts and Estates >> Trusts and Estates
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Trust Specialist Responsibilities include: Raise awareness with FAs, PWAs, and MEs, around their clients’ and prospects’ trust and estate planning needs; In partnership FAs/PWAs, support the creation and implementation of trust and estate planning strategies for clients and prospects; Lead conversations, conference calls, and WebEx presentations with clients, FAs/PWAs, and outside legal and tax advisors as needed. These conversations could include: wealth transfer techniques using U.S. Trust products and services; how U.S. Trust products and services could be included in the client’s estate plan; fiduciary requirements for trust administration and investment management; Identify trust opportunities through conversations and book reviews with FAs/PWAs and Market Executives; Build solid relationships with FAs, PWAs, and MEs in the assigned territory; Participate in office/market sales meetings to provide education and guidance on U.S. Trust products and services; Provide overall leadership and direction for assigned trust sales and administration teams; Manage the trust onboarding process to deliver a seamless client and FA/PWA experience.

Qualification and Experience

The candidate should have bachelors’ degree required, JD strongly preferred (will also consider CPA/MBA). Certifications such as Series 7, 63/65 or 66 within 60 days of start date required. Should have seasoned professional with extensive experience as a subject matter expert in trust and estate planning required. Should have 7 - 10 years of experience in the financial industry with proven track record as a sales professional. Professional presentation, communication, and meeting management skills required. Knowledge of fiduciary investment strategies and experience in a brokerage environment preferred. Financial designations such as CTFA, CFA, CFP preferred. Excellent interpersonal and relationship management skills, including a positive attitude and the ability to work well as part of a team.

Additional info

Job number: 18042398

Company info

Hiring Coordinator
Bank of America Corporation
5 Cold Springs Road
Stamford, CT 06905

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