Manager - Share Trust Team

3 days ago

NJ United States JTC Group Full time

ROLE OVERVIEW

PURPOSE OF JOB

The Manager will be the principal contact for a portfolio of employee share trusts and responsible for maintaining positive client and intermediary relationships. The Manager will also assist with team business development initiatives.

MAIN RESPONSIBILITIES AND DUTIES


  • Manage the day-to-day activity of a portfolio of employee shares trusts, in conjunction with share trust team colleagues and various internal administration and support teams.
  • Liaise with clients, their advisors and third parties.
  • Dealing with the acquisition of trust shares and the subsequent distribution of shares on the vesting of plan awards, including the sale and transfer of shares.
  • Attendance at trustee meetings, review of associated documentation and drafting of subsequent minutes, instructions, etc.
  • Manage the onboarding of new clients and the establishment of their employee share trusts, in accordance with applicable JTC policies and procedures.
  • Conduct client reviews, refresh KYC held and clear any identified action points.
  • Participate in team business development initiatives, to include: attending industry events, meeting with potential referrers of new business opportunities and preparing of proposals.
  • Develop an ability to inspire and motivate the team and the wider Group to sustain the Group’s unique stakeholder culture and adherence to the core competencies.
  • Develop self, and ensure knowledge in relevant field at all times.
  • Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation.
  • Adhere to the JTC core values and expected behaviours.
  • Any other duties as deemed necessary or defined by Management and/or Group Board.

ESSENTIAL REQUIREMENTS


  • Experience of managing a portfolio of employee share / benefit trusts (for both listed and private corporate clients).
  • Confident in liaising with clients, their advisors and other involved third parties.
  • Able to travel to client / intermediary meetings and attend industry events, as required.
  • Ability to work collaboratively as part of the Share Trust Team and more widely with other JTC colleagues.
  • Good organisational skills and ability to delegate.
  • Hold or studying for a relevant professional qualification,or prepared to consider doing so (e.g. Corporate Governance Institute Certificate in Employee Share Plans).
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