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National Manager- Specialty Admin- Philanthropic, IRA, ILIT

1 month ago

Franklin, United States Comerica Incorporated Full time
Welcome

We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one.

Qualifications

Position Qualifications:

  • Bachelor's Degree from an accredited University
  • At least 5 years of experience in staff management experience
  • At least 7 years of experience in specialty trust administration
  • CTFA (Certified Trust and Fiduciary Advisor) preferred
  • 5 years of experience utilizing Microsoft Office Products
Job Description

National Manager- Specialty Administration- Philanthropic, IRA, ILIT
The National Manager- Specialty Administration is responsible for leading Charitable Advisory and Administration Services, IRA Account Administration, and Irrevocable Life Insurance Trust business units.

These business units focus on oversight, advisory services and administration of accounts within each of these specialties: Charitable Personal Trust Accounts, including charitable remainder trusts, charitable lead trusts, private foundation trusts, donor advised funds; Individual Retirement Accounts; and Irrevocable Life Insurance Trusts. These business units provide oversight of and advisory services for specialty accounts not under their direct administration, as well as directly administer accounts.

The manager leads a team of 15+ trust colleagues, ensuring all regulatory requirements governing these accounts are met. This department serves both Comerica Advisor Solutions and the Private Wealth lines of business.

Position Responsibilities:

Subject Matter Expert
  • Serve as subject matter expert in the administration of charitable accounts, IRAs and ILITs.
  • Educate and share product, industry, and regulatory knowledge to internal and external partners.
  • Remain current on fiduciary/tax/legal/changes that impact the administration of these accounts.
Administration / Compliance
  • Responsible for all fiduciary duties associated with charitable and specialty personal trust accounts.
  • Ensure adherence to the language/requirements of the governing documents.
  • Ensure compliance to IRS requirements, applicable laws and policies and procedures.
  • Provide administrative support for specialty accounts across all divisions to include providing updated calculations, establishing updated required minimum distribution distributions, account coding reviews and all other requirements these specialty trust accounts require.
  • Provide premier client service while ensuring decisions are aligned with fiduciary requirements.
  • Assure team satisfies compliance requirements including administrative account reviews, remediating exceptions, presenting proper documentation and rationale for discretionary actions, completing required corporate compliance training and adhering to policies.
  • Participate in and assist programs to improve efficiencies, improve client service and/or to improve business outcomes. Actively contributes to the team, collaborating and providing feedback on operational improvements.
Leadership and Management
  • Provide leadership and mentorship to team members creating opportunities for growth and development within their roles.
  • Create an atmosphere of accountability for client service and attrition results in their books of business.
  • Supervise direct reports in management of day-to-day activities, enhance their professional development, and improve team performance.
  • Collaborate with internal partners to support sound fiduciary practices, exceptional administration and to resolve issues.
New Business
  • Support and participate in new business opportunities with business development officers, participating in prospect and client meetings.
  • Attend meetings and present to internal and external referral sources to foster business development.
  • Provide opportunities for colleagues to create or expand connections with centers of influence.
Dimension and Scope Data
  • 15 +/- staff
  • Multi-office responsibilities
  • Approx 1,000 Charitable Accounts, 1400 IRAs and 220 ILITs


About Comerica

We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.

Upon offer, Comerica conducts a comprehensive background and fingerprint check.

NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.