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Director of Delaware Trust
2 months ago
MUST HAVE EXPERIENCE:
*Ability to Hire, Train, Manage and Retain Trust Related Talent
*Intimate Knowledge of Trust Regulations - Technical Expertise
*Proven ability to close complex Trust Sales for HNW/UHNW Clients/COI’s.
*Serious Inquiries Only
Position Title: Director of Delaware Trust - Wilmington, DE
Overview:
Mechanics Bank is currently searching for a Director of Delaware Trust to join our team.
Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person.
This role will be working on-site at our Wilmington, Delaware office.
The Director of Delaware Trust is responsible for the overseeing and management of sales activities and the cultivation of trust business.
Must maintain a thorough knowledge of the various trust and tax laws and governing regulations in conjunction with Bank and Government/Agency policies.
Responsible for staying abreast of all federal and state regulatory policy changes within the industry, make policy recommendations and manage the process for compliance with existing requirements/guidelines. The Director of Delaware Trust is responsible for quality control of business accepted as well as cultivating new business opportunities to sustain and increase profitability of the Bank's Trust and Investment portfolio.
The Director of Delaware Trust is responsible for:
- Lead and participate in sales activities and help control quality of business accepted. Work closely with wealth advisors, relationship managers, portfolio managers and other wealth management professionals in the cultivation of trust business opportunities (i.e. trust, custody, and escrow). Serves as the trust relationship manager for selected significant accounts. Maintain extensive contact with clients and prospects and their respective advisors.
- Works with both internal and external clients.
- Build and deepen relationships with centers of influence (i.e. accounting firms and law firms) to solidify referral sources.
- Develop and maintain effective links with all units of Bank and affiliated companies to ensure meaningful cross-selling and/or support of trust activities.
- Serves as the liaison between trust compliance and trust staff.
- Mentor junior trust officers and associates on significant account administrative matters and business development activities. Lead by example to ensure the quality of:
- Delivery of products and services
- Marketing and sales activities
- Demeanor and deportment of trust employees
- Participates and contributes to departmental activities designed to improve the account management process, such as TAC, NAAC and the training conducted by Trust managers. The Director of Special Situs will be a member of the Trust Administrative Committee and certain sub-committees as appropriate.
- Prepare and present training materials educating internal partners on the benefits of Delaware trust, as well as how to identify and refer opportunities.
- Conduct training via video conference and periodically in person.
- Continually enhances knowledge of trust, tax, and related areas by participating in ongoing educational functions, including those offered by the trust team and those available from third parties. Participates in creating and developing fiduciary services.
Who you are:
- 10 years of trust administrative experiences is required.
- 4-year college degree with preference for a JD degree.
- CTFA-Certified Trust and Fiduciary Advisor is preferred.
- Through knowledge of Trust requirements including account transfer policies, practices, and procedures.
- Thorough knowledge of the features and benefits of special situs trusts, the differences between Delaware and other special situs, as well as the requirements and process for decanting trusts to Delaware.
- Strong knowledge of estate and tax planning techniques and their appropriate application.
- Extensive understanding of trust accounting systems.
- Knowledge of securities, real estate, LLCs, limited partnerships, and other entities.
- Must be thoroughly familiar with and adhere to all applicable, federal, and state laws, regulations, and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)
- Must have experience supervising trust personnel, including coaching development, counselling, team building and motivational/inspirational leadership experience.
- Proven track record of business development success
- Exceptional communication skills
- Must be knowledgeable of all Bank policies and procedures, completing required training.
- Excellent analytical skills; reviewing various data sources including reports and manuals.
- Must be able to communicate effectively via telephone and in person.
- Excellent attention to detail and accuracy
- Excellent organizational ability.
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
- Mechanics Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
- Please view Equal Employment Opportunity Posters provided by OFCCP here.
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