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Years of Experience
Date Last Verified
Advisory Center Manager - Trust Administration The candidate will be accountable for all aspects of core Fiduciary administration, relationship management and risk management in the Florida and Texas markets. The role is responsible for coordinating and managing all resources available from human capital to systems in support of the various activities in the Advisory Center. Familiar with all aspects of Florida laws, statutes, and regulations which impact the administration of Fiduciary accounts. Responsible for the successful implementation of initiatives and projects impacting the Advisory Centers, Fiduciary, Private Wealth Management (PWM) and SunTrust. Responsible for client relationship management, retention and sales in the Core and Proactive segments. Responsible for maintaining highly effective relationships with Division Managers, Managing Directors, Investment leaders, Estate Services leaders, Human Resources and other Administrative/Operational Centers leaders. Responsible for tactical planning and the contribution to strategic planning for both the regional and enterprise-wide Advisory Centers.
Qualification and Experience
The candidate should have a minimum of BS/BA degree in related field or equivalent practical expertise. Should have 10+ years of management experience, with increasing levels of accountability. Excellent ability to apply sophisticated financial and estate planning solutions. Preferred Requirements: Advanced degrees such as MBA, JD, LLM or designation CPA, CFTA or CFP are a plus. Prefer minimum 5 years Private Wealth Management related experience.
Job ID : W448661
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