Comerica Advisor Solutions Relationship Manager

7 days ago

Walnut Creek, California, United States CFA Institute Full time
Job Description

Job Summary: We are seeking a highly skilled Trust Advisor III to join our Comerica Advisor Solutions team. As a key member of our Strategic Alliance, you will be responsible for serving as a relationship manager for a book of business, providing insight to specific trust documents, overseeing overall estate planning, and working directly with our Financial Advisor partners.

Key Responsibilities:

  • Manage more routine accounts in accordance with the terms of the various governing documents, applicable law, and consistent with the needs of the principals, income beneficiaries, and remaindermen.
  • Review, analyze, and interpret documents for direction; evaluate accounts for completeness and accuracy, monitor and review account transactions, respond to incoming correspondence and any other client requests to ensure compliance with the governing document, applicable law, and policies and procedures.
  • Work with manager in developing solutions to most issues brought forth by principals, income beneficiaries, and remaindermen such as requests for special distributions, fee issues, or disputes.
  • Oversee the opening and closing of accounts, ensure the receipt of proper and legally required documentation, ensure the full and complete transfer of assets, their cost basis, and the proper characterization of cash as income or principal, ensure all tax codes and account administration codes are accurate, and oversee tax reporting activities, coordinating with outside CPAs and advisors.
  • Provide comprehensive wealth planning advice to clients. May participate in projects which affect the broader business and improve the efficiency of delivery of services to clients.
  • Communicate directly with our Financial Advisor partners, clients, and internal business partners. Providing timely updates on all account-related activity and responding quickly to requests.
  • Work with Advisor Solutions Trust Specialist's to develop new business through our partners. Develop referrals through their centers of influence.

Requirements:

  • Bachelor's Degree from an accredited university.
  • 6 years of experience serving as an account administrator in a specific area of expertise to include trust administration, investments, or insurance in a client service capacity.
  • 6 years of business development experience in trust administration, investments, or insurance.

Salary Range: For candidates hired in the state of California, Colorado, Washington, New York, the expected salary/On-Target Earnings (OTE) range for the role is currently: $91,250 - $183,750 Annually.

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