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Trust Onboarding Business Specialist UHNW
4 months ago
The Ultra-High Net Worth New Business Specialist will be the primary liaison for onboarding new business in Comerica Advisor Solutions and Private Wealth, to ensure success of Ultra High Net Worth opportunities. The UHNW Business Specialist will own all aspects of the pre-acceptance and onboarding for new opportunities brought forth from Fiduciary Strategists and Wealth Advisors.
Position Responsibilities:
Create and launch new trust opportunities from the UHNW Sales team in Comerica Advisor Solutions and Private Wealth.
Create and validate profitability analysis for all new business and coordinate required approvals from Senior Leadership.
Collaborates on new business reviews and respond/coordinate responses with the Fiduciary Strategist and directly with Financial Advisor partners.
Directly responsible for ensuring opportunities move through each step of the account acceptance process, driving tasks forward to approval.
Establishes new accounts and coordinates with Specialty Administration teams for complex asset holdings.
Proactively communicates with the sales professional (Fiduciary Strategist / Wealth Advisor) and Financial Advisor teams throughout the process.
Position Qualifications:
Bachelor's degree from an accredited university
3 years of experience in client onboarding for trust/wealth management
3 years of trust administration or trust operations experience
Comerica Great Lakes Campus
8:00am - 5:00pm Monday - Friday
