Job Details

Advisory Center Manager - Trust Administration

Company name

SunTrust Banks Inc.

Organization Type

In-House

Job Type

Attorney

Years of Experience

Min 10 yrs required

Location

Orlando, FL

Date Last Verified

Feb 16,2018

Posted on

Feb 08,2018
Practice Area
Trusts and Estates >> Trusts and Estates
Apply for this job
 
Your Email:
Upload Resume:

 
17 hits

Profile

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.

Additional info

Job ID : W448661

Company info

Hiring Coordinator
SunTrust Banks Inc.
6900 S Orange Blossom Trail
Orlando, FL 32809-5778

Similar Jobs:

Advisory Center Trust Advisor The candidate should have 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administrati...
Attorney I - Bodily Injury The candidate will research laws and prepare legal briefs, opinions and memoranda. Render opinions on liability, damages and value as requested by the Claims department. Prepare and handle pleadings, mo...
Corporate Legal Residency Program - Temporary The candidate will work in the Legal Department. This is intended for entry-level applicants (i.e., recent law school graduates) and is a temporary position. Will review and analyze l...