Senior Vice President, Fiduciary Solutions

Found in: Jooble US O C2 - 2 weeks ago

Boston MA, United States Focus Financial Partners Inc Full time

The Director of Fiduciary Solutions at Focus Financial Partners (‘Focus’) will be responsible for leading a rollout of trust and estate value added planning capabilities to advisors at Focus Firms.

Focus has built centralized partnerships with best in class directed trust companies in South Dakota, Delaware and Tennessee. The Director of Fiduciary Solutions would have trust and estate expertise, specific knowledge of modern trust law & bifurcated trusts and previous experience guiding clients and/or advisors in such matters.

We are seeking an entrepreneurial, solution-oriented professional who will make an immediate contribution and play a pivotal role in establishing and growing this value-added area for Focus Financial Partners.

ESSENTIAL DUTIES

1. T&E Knowledge & Leadership:

a. Partner with Focus firms to identify trust & estate related opportunities for their clients

b. Educate Focus firms and share insight on a broad range of trust & estate opportunities, including structure, situs, investment manager interaction and an understanding of family/beneficiary dynamics and needs

c. Work with Focus leadership to develop and implement strategy and processes for trust and fiduciary related activities

d. Establish and build trust-based relationships with Focus firms and their advisors. Manage day to day relationships with 3rd party Trust Partners. Demonstrate professionalism and integrity in every interaction.

2. New Business Development Consultation:

a. Partner with Focus firms to help them understand T&E related client needs and fiduciary business opportunities. Support advisors at Focus Firms on new business development opportunities relating to T&E.

3. Relationship Management

a. Demonstrate creativity and expertise while consulting advisors at Focus firms on all T&E matters

b. Demonstrate ability to tactfully and professionally decline trust opportunities, while maintaining client relationships

c. Demonstrate excellent oral and written communication skills and presentation skills

d. Demonstrate detail orientation with exceptional sales and analytical skills

e. Ability to multi-task; meet deadlines and manage institutional relations and client expectations

MINIMUM REQUIREMENTS

• Minimum of 10 years trust and estate planning experience

• JD and Trust Officer experience required; History of successfully leading a group of Trust & Estate Officers a plus

• Family office experience a plus

• Technical and business development skills

• Leadership experience and capabilities

As a fast-growing company in the wealth management industry, Focus is the leading partnership of independent fiduciary wealth management firms in the country. Focus acquires and owns growth-oriented and client-centric wealth management firms, challenging the traditional broker/dealer and banking models.

Focus has a highly differentiated and successful business model. Since its inception in January 2006, it has completed over 290 M&A transactions and large-scale wirehouse lift-outs, making it the largest investor in the Registered Investment Advisor (“RIA”) space. Partner Firms get access not only to capital for growth but also to resources that assist in succession planning, talent management, marketing, pricing, compliance, operations, technology, vendor management and, most importantly, acquisitions of other RIAs.

Focus’s robust business model has resulted in phenomenal growth in the last 15+ years, and today they have over 85 Partner Firms. Its profitability, capital structure and resources allow it to sustain and expand a leadership position in the industry.

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