Trust Consultant- New Business

4 weeks ago

Saint Louis, United States Edward Jones Full time
Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Job Overview

Position Schedule: Full-Time

Team Overview:
Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations. The Trust New Business & Client Experience team is responsible for new account onboarding and due diligence, account opening, branch training and education, business development, and the development and maintenance of marketing collateral and resources. The team also has accountability for enhancing and delivering the client experience in partnership and collaboration with Financial Advisors and branch teams, internal stakeholders, and external professionals including attorneys and CPAs.

What You Will Do:
The Senior Trust Consultant will serve as the key contact for Edward Jones Branch Team during prospective account review, due diligence and onboarding. This role will take ownership of the new account experience and help ensure clients and branch teams are receiving a high level of service throughout this process. In addition, the Senior Trust Consultant is part of a team that owns the overall client experience. The Senior Trust Consultant remains a key contact for the branch, while also supporting the Client Service Team and serving as an informal leader within the team. By providing a high-quality client and branch experience, the Trust Consultant's aim is to deepen relationships with branches currently working with the Trust Company in order to expand the number of clients at that branch who consider and utilize trust services.

Responsibilities include:
Account Onboarding
  • Lead account onboarding process and set expectations of all EJTC new accounts with Branch Team and Client.
  • Conduct evaluation and risk assessment of potential new business, to include review of all assets, family and beneficiary situations, tax returns and accountings.
  • Review and initial interpretation of all governing documents for the relationship, to include trust agreements, wills, powers of attorney, beneficiary designations and all contracts relating to the relationship.
  • Consult with Fiduciary Officers on all account types to ensure proper risk and legal issues have been identified and evaluated.
  • Align and guide onboarding workflow of Trust Officers, Portfolio Managers, and Trust Specialists as needed as part of the EJTC Client Service Team.
  • Responsible for communicating with branch team all facets of onboarding process including asset transfer updates after account acceptance.

Relationship Management
  • Promote the services of the Edward Jones Trust Company and occasionally assist with Estate Planning to Edward Jones Clients, Financial Advisors, Branch Teams, and Internal Partners.
  • Serve as the Relationship Manager and key EJTC resource for a group of client relationships and branch teams to ensure ideal client experience.
  • Assist in resolution of any onboarding complaints escalated by branch or clients with recommended solutions.
  • Proactively prospect and communicate with branch teams to develop potential new business.

Trust Co Role
  • Serve as subject matter expert in the areas of trust law, administration of trusts, and trust investments.
  • Participate in initiatives across the Trust Company and firm-wide that improve our ability to serve our clients and support the firm's mission.
  • Partner with other areas in the Trust Company and CCG to provide client specific support.
  • Comply with the Trust Company policies, procedures and applicable laws and regulations.

*This position is known internally as a Senior Trust Advisor

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $96471
Hiring Maximum: $164262

Read More About Job Overview

Skills/Requirements

What Experience Is Needed:
  • Bachelor's degree required. CTFA, JD, CFP or equivalent professional certification strongly preferred.
  • At least 7-10 years trust and estate management or related legal or financial services experience required;
  • Knowledge of trust principles, including: fiduciary responsibilities, gifting, trust management principles, estate planning principles, taxation rules, insurance and investment strategies and techniques required;
  • Comprehensive knowledge of regulations and applicable laws, tax planning and wealth-transfer strategies;
  • Knowledge of regulations and applicable laws, tax planning and wealth-transfer strategies;
  • Advanced ability to balance high-risk compliance, legal, and business decisions;
  • Ability to work in team-based environment, delegate work appropriately, and lead client meetings effectively;
  • Ability to use trust accounting system, Microsoft products and other automation tools;
  • Must be highly skilled in written and verbal communication (especially in the explanation of complex legal matters to clients that may not have deep acumen in these complex legal matters) and demonstrate high level of interpersonal skills

What Could Set You Apart:
  • Ability to provide guidance to branch teams on how to identify clients in Trust Company target market
  • High familiarity with Edward Jones branch team structure, processes and systems
  • Ability to identify other wealth management products offered by Edward Jones and how they work with EJTC services

*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Read More About Skills/Requirements

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

#LI-HO

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