Current jobs related to Fiduciary Relationship Manager - Newport News, Virginia - Old Point

  • Fiduciary Professional

    8 hours ago

    Newport News, Virginia, United States Old Point Full time

    Job Summary:The Trust Officer at Old Point is a highly skilled fiduciary professional responsible for delivering high-level advice and service to individuals, families, and institutions. This role involves fiduciary administration and planning, relationship management, and service to and growth of a High Net Worth book of relationships.Key...

  • Trust Officer

    3 days ago

    Newport News, Virginia, United States Old Point Full time

    Job Summary:The Trust Officer at Old Point is a highly experienced fiduciary professional responsible for delivering high-level advice and service to individuals, families, and institutions. This role requires a well-rounded individual who can partner with Wealth Management and Bank teammates to provide comprehensive fiduciary administration and planning,...

  • Trust Advisor

    4 weeks ago

    Newport News, Virginia, United States The Old Point National Bank Full time

    Job Title: Trust AdvisorAt The Old Point National Bank, we are seeking a highly experienced and well-rounded Trust Advisor to join our team. As a Trust Advisor, you will partner with our Wealth Management and Bank teammates to deliver high-level advice and service to individuals, families, and institutions.Key Responsibilities:Administer a book of fiduciary...

  • Rental Relationship Manager

    2 weeks ago

    Newport News, Virginia, United States Relax & Company Full time

    Rental Relationship ManagerRelax & Company is seeking a highly skilled Rental Relationship Manager to join our team. As a key member of our property management team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction with our services, and contributing to the growth and success of the...

  • Rental Relationship Manager

    2 weeks ago

    Newport News, Virginia, United States Relax & Company Full time

    Rental Relationship ManagerAt Relax & Company, we're seeking a skilled Rental Relationship Manager to join our team. This role is crucial in ensuring the satisfaction of our valued clients and contributing to the growth and success of the company.Key Responsibilities:Build and maintain long-lasting relationships with clients, understanding their needs and...

  • Commercial Banking Relationship Manager

    1 month ago

    Newport News, Virginia, United States Fifth Third Bank Full time

    Unlock Business Opportunities with Fifth Third BankWe're seeking a skilled Commercial Relationship Manager to join our team at Fifth Third Bank. As a key member of our commercial banking team, you'll be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing tailored financial...

  • Association Manager

    4 weeks ago

    Newport News, Virginia, United States Advanced Association Management Group Full time

    Job SummaryAdvanced Association Management Group is seeking a highly skilled Association Manager to join our team. As an Association Manager, you will be responsible for handling all phases of management duties for Associations being managed by our company. This includes working with our PCAM, Robin Stortz, to ensure the proper direction in handling...

  • Commercial Portfolio Manager

    3 weeks ago

    Newport News, Virginia, United States Thalhimer Full time

    Job SummaryWe are seeking a highly skilled Commercial Portfolio Manager to join our team at Cushman & Wakefield | Thalhimer. The successful candidate will be responsible for maintaining the physical and fiscal aspects of a portfolio of properties, with a strong understanding of real estate fundamentals and business management.Key ResponsibilitiesMaximize the...

  • Corporate Director Business Management

    2 weeks ago

    Newport News, Virginia, United States Huntington Ingalls Industries Full time

    Job Title: Corporate Director Business ManagementWe are seeking a highly skilled Corporate Director Business Management to join our team at Huntington Ingalls Industries. As a key member of our corporate team, you will be responsible for providing strategic direction and leadership in areas such as corporate finance, banking relationships, capital markets,...

  • Hotel Operations Manager

    2 weeks ago

    Newport News, Virginia, United States Main Street Hospitality Full time

    Job SummaryMain Street Hospitality is seeking a seasoned Hotel Manager to lead the opening and operation of our new property in Newport. As a key member of our team, you will be responsible for ensuring exceptional guest experiences, managing a small team, and driving revenue growth.Key Responsibilities:Lead a team of front desk, maintenance, and...

  • Hotel Operations Manager

    7 days ago

    Newport News, Virginia, United States Main Street Hospitality Full time

    Job DescriptionHotel Manager Job SummaryMain Street Hospitality is seeking a highly skilled Hotel Manager to lead the opening and operation of our new 24-key property in Newport. As a key member of our team, you will be responsible for ensuring exceptional guest service standards, managing vendor relationships, and optimizing the guest experience at all...

  • Financial Manager

    4 weeks ago

    Newport News, Virginia, United States HOMETOWN Health Center Full time

    Controller Job DescriptionHometown Health Center is seeking a highly skilled and experienced Controller to join our team. As a key member of our leadership team, the Controller will play a critical role in shaping the financial direction of our organization.Key Responsibilities:Oversee the financial management of Hometown Health Center, ensuring compliance...

  • IT Manager

    4 weeks ago

    Newport News, Virginia, United States Randstad Full time

    Job Title: IT ManagerWe are seeking a highly skilled and motivated IT Manager to join our core team for Certified Origins IT Operations. The ideal candidate will possess extensive experience in IT project support and exhibit strong leadership and interpersonal skills.Key Responsibilities:Works with managers to identify and analyze requirements for...

  • Hotel Operations Manager

    2 weeks ago

    Newport News, Virginia, United States Aloft Newport on the Levee Full time

    General Manager Opportunity at Aloft Newport on the LeveeWe are seeking a dynamic and experienced General Manager to lead our team at Aloft Newport on the Levee in Newport, KY, US. As a key member of our hotel management team, you will be responsible for driving excellence in service and operations, fostering a positive work environment, and promoting a...

  • Sales Manager

    4 weeks ago

    Newport News, Virginia, United States Kiln Creek Golf Club and Resort Full time

    Job DescriptionJob Title: Sales ManagerReports To: Food & Beverage DirectorIndirectly Reports to: Executive Chef & General ManagerJob Summary: A sales manager is responsible for developing and executing sales strategies to drive revenue growth. The primary responsibility is to identify and pursue new business opportunities, while maintaining and growing...

  • Insurance Account Manager

    2 weeks ago

    Newport News, Virginia, United States McGriff Insurance Services Full time

    Job DescriptionMcGriff Insurance Services is seeking a highly skilled and experienced Insurance Account Manager to join our team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with clients and carriers, providing exceptional client service, and driving business growth.Key Responsibilities:Build...

  • Management Trainee Internship

    2 weeks ago

    Newport News, Virginia, United States Enterprise Mobility Inc Full time

    Enterprise Mobility Inc. Management Trainee InternshipAre you looking to gain valuable business and leadership skills? Our Management Trainee Internship program is designed to provide you with a comprehensive learning experience that will help you develop the skills you need to succeed in a management role.As a Management Trainee Intern, you will be...

  • Annual Giving Fundraising Manager

    4 weeks ago

    Newport News, Virginia, United States Northern Kentucky University Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as the Assistant Director of Annual Giving/Donor Experience Officer (DXO). This critical role plays a key part in advancing our annual fundraising strategy and results by managing a portfolio of donors and creating meaningful relationships.Key ResponsibilitiesManage a...

  • Insurance Account Manager

    2 weeks ago

    Newport News, Virginia, United States McGriff Insurance Services Full time

    Job DescriptionThe Insurance Account Manager will be responsible for building and maintaining key client and carrier relationships, assisting clients and staff with service questions, and continually seeking cross-sell opportunities. The ideal candidate will have a strong client relation skills, excellent communication skills, and the ability to utilize...

  • Assistant Manager

    2 weeks ago

    Newport News, Virginia, United States Merry Maids Full time

    Merry Maids Career OpportunityWe are seeking a highly motivated and experienced Assistant Manager to join our team in Newport News. As a key member of our office team, you will be responsible for leading our cleaning services team and ensuring exceptional customer satisfaction.Key Responsibilities:Recruit, hire, and supervise a team of 20+ cleaning...

Fiduciary Relationship Manager

2 months ago

Newport News, Virginia, United States Old Point Full time

Position Overview:

The Trust Advisor ("TA") is a seasoned fiduciary expert who collaborates with Wealth Management and Banking professionals to provide exceptional guidance and service to individuals, families, and institutions.

They oversee fiduciary administration and strategic planning, managing relationships and enhancing a portfolio of High Net Worth clients.


Key Responsibilities:

Manages a portfolio of fiduciary and investment accounts in accordance with governing documents, including trusts, estates, court appointments, IRAs, investment management, and custody accounts, while conducting thorough reviews of account activities and administration.

Collaborates with Private Wealth Advisors, Portfolio Managers, and other bank professionals to convey the Firm's fiduciary philosophy and provide tailored fiduciary advice and solutions that align with client goals.

Offers fiduciary and financial planning support in areas such as estate planning, wealth transfer, estate administration, and charitable giving, as well as risk management solutions.

Engages with clients to nurture relationships, deliver advice and planning, identify challenges and new business prospects; responds to client inquiries, conducts proactive outreach, and develops fiduciary content for presentations and thought leadership initiatives.

Acts as the fiduciary authority within client teams to expand business through strengthening existing relationships and acquiring new clients.

Ensures compliance with client-focused policies and procedures, including conducting annual reviews, advising on client objectives, and maintaining updated wealth planning and client information for fiduciary relationships.

Identifies clients at risk, proactively addresses issues, and meets with these clients as necessary to enhance retention.


Responsible for understanding and adhering to operational controls, policies, procedures, and processes to ensure compliance with banking regulations and laws.

Performs additional duties as assigned that are reasonably within the scope of this job classification.


Qualifications:

Comprehensive technical knowledge of estate, trust, and fiduciary administration, along with wealth and estate planning strategies, particularly for affluent and high net worth clients.

Proficient in reviewing estate, trust, and legal documents to fulfill client objectives, manage fiduciary accounts, and ensure compliance with relevant laws.

Intermediate proficiency in MS Office and the ability to learn job-specific software applications.

Strong business development capabilities with a focus on cultivating long-term relationships and expanding market reach.

Excellent analytical skills with a keen attention to detail and the ability to thrive in a collaborative work environment.

Exceptional written and verbal communication skills, with the ability to present information compellingly.

Skilled in adopting technological advancements and integrating them into current and future responsibilities.

Ability to adapt to change with minimal resistance and stay informed about legal and regulatory developments.

Capacity to positively influence others and gain their support.

Ability to anticipate and meet the needs of clients, addressing inquiries and concerns appropriately.

A commitment to achieving excellence in all aspects of work.


Education and Experience:

Bachelor's degree from an accredited institution in Accounting, Finance, Business Management, Trust Administration, Law, or a related field.

A minimum of five (5) years of experience in trust administration and estate planning.

Demonstrated experience in business development and relationship management is preferred.

Relevant certifications such as CTFA, CFP, AEP, JD, or CPA are advantageous.


Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this role.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit, use hands to manipulate objects, and communicate verbally. Occasionally, they may need to stand, walk, reach with hands and arms, and bend.

Specific vision requirements include close vision (at 20 inches or less) and the ability to distinguish colors.


Work Environment:

The work environment characteristics described here are typical of those encountered while performing the essential functions of this position.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The work environment is generally indoors in an office setting with a moderate noise level.


Equal Opportunity Employer:

Old Point is an equal opportunity employer and values diversity in the workplace.