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Years of Experience
Date Last Verified
Trust Specialist Responsibilities include: Raise awareness with FAs, PWAs, and MEs, around their clientsâ€™ and prospectsâ€™ 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 clientâ€™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 bachelorsâ€™ 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.
Job number: 18042398
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