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Head of Charitable and IRA Administration

2 months ago

Franklin, Michigan, United States Comerica Incorporated Full time
Welcome

We encourage you to discover the exceptional culture, dedicated team, and rewarding opportunities that define Comerica Incorporated. Make your next career decision with confidence.

Qualifications

Position Qualifications:
  • Bachelor's Degree from an accredited institution
  • A minimum of 5 years in team leadership
  • At least 7 years of experience in specialized trust management
  • CTFA (Certified Trust and Fiduciary Advisor) designation is preferred
  • 5 years of proficiency with Microsoft Office Suite
Job Overview

Director of Specialty Trust Services
The Director of Specialty Trust Services will oversee the Charitable Advisory and Administration Services, IRA Account Management, and Irrevocable Life Insurance Trust divisions.

These divisions are dedicated to the supervision, advisory, and management of accounts across the following specialties: Charitable Personal Trust Accounts, including charitable remainder trusts, charitable lead trusts, private foundation trusts, and donor advised funds; Individual Retirement Accounts; and Irrevocable Life Insurance Trusts. The divisions also provide oversight and advisory services for specialty accounts that are not directly managed, in addition to direct account administration.

The director will lead a team of over 15 trust professionals, ensuring compliance with all regulatory standards governing these accounts. This department supports both Comerica Advisor Solutions and the Private Wealth divisions.

Key Responsibilities:

Subject Matter Expertise
  • Act as the subject matter expert in the management of charitable accounts, IRAs, and ILITs.
  • Educate and disseminate product, industry, and regulatory knowledge to both internal and external stakeholders.
  • Stay informed on fiduciary, tax, and legal developments affecting account management.
Administration and Compliance
  • Oversee all fiduciary responsibilities related to charitable and specialty personal trust accounts.
  • Ensure compliance with the stipulations of governing documents.
  • Adhere to IRS regulations, applicable laws, and internal policies and procedures.
  • Provide administrative support for specialty accounts across all divisions, including updated calculations, required minimum distributions, account coding reviews, and other necessary requirements.
  • Deliver exceptional client service while ensuring that decisions align with fiduciary standards.
  • Ensure the team meets compliance obligations, including account reviews, remediation of exceptions, proper documentation for discretionary actions, completion of required corporate compliance training, and adherence to policies.
  • Engage in initiatives aimed at enhancing efficiencies, improving client service, and optimizing business outcomes. Actively contribute to team efforts, collaborating and providing feedback on operational enhancements.
Leadership and Management
  • Provide leadership and mentorship to team members, fostering opportunities for professional growth and development.
  • Establish a culture of accountability for client service and retention within their areas of responsibility.
  • Supervise direct reports in managing daily operations, enhancing their professional growth, and boosting team performance.
  • Collaborate with internal partners to uphold sound fiduciary practices, ensure exceptional administration, and resolve issues effectively.
Business Development
  • Support and engage in new business initiatives alongside business development officers, participating in client and prospect meetings.
  • Attend meetings and present to internal and external referral sources to promote business growth.
  • Facilitate opportunities for colleagues to establish or strengthen connections with key influencers.
Scope of Responsibility
  • Manage a team of approximately 15 staff members
  • Oversee multi-office operations
  • Administer approximately 1,000 Charitable Accounts, 1,400 IRAs, and 220 ILITs
About Comerica

We recognize that our employees are vital to our success, and we are committed to investing in their future. One way we achieve this is through a comprehensive Total Rewards package designed to acknowledge and reward individual performance while supporting health, well-being, development, and security for our colleagues and their families. Total Rewards includes competitive cash compensation, development opportunities, and flexible benefit programs tailored to meet individual needs today and in the future. Your salary will reflect your experience, and our programs are regularly reviewed to maintain competitiveness. We proudly offer benefits such as health and welfare programs, robust retirement benefits, and generous paid time off. Eligible employees and their families can access medical, dental, and vision benefits, 401(k) and pension plans, and income protection benefits, including life insurance and supplemental health programs to help manage unexpected healthcare costs. We also provide various time-off programs for vacation, illness, disability, and parental leave. Eligibility for certain programs may vary based on employment status and tenure.

Upon offer, Comerica conducts a thorough 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 firm headquartered in Dallas, Texas, strategically organized into three primary business segments: the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's team focuses on building relationships and assisting individuals and businesses in achieving success. In addition to Texas, Comerica Bank has locations in Arizona, California, Florida, and Michigan, with select operations 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.