Trust Services Manager
4 weeks ago
BankTalent HQ is a leading financial institution recognized for its commitment to excellence and community engagement. We pride ourselves on being a top employer, offering our employees a supportive environment where they can thrive and contribute to our success.
We are currently in search of a Fiduciary Services Manager to enhance our team. This role will focus on the development of new business opportunities and the promotion of our trust-related products and services.
The Fiduciary Services Manager will be responsible for:
- Administering intricate personal trust and estate accounts.
- Collaborating closely with Portfolio Managers, Specialty Asset Managers, and Wealth Advisors.
- Delivering presentations to both internal teams and potential clients.
- Supporting sales and marketing initiatives.
- Participating in special committees and projects as needed.
- Monitoring and evaluating the effects of changes in fiduciary, legal, accounting, and investment regulations.
Qualifications:
- A bachelor's degree is required; a JD or CTFA designation is preferred.
- 6-8+ years of experience in trusts, estates, or related fields.
- A combination of education and experience may fulfill the requirements.
- Advanced knowledge as a specialist in trusts and estates is essential.
- Ability to exercise judgment within broadly defined policies and practices.
- Work is conducted with minimal supervision.
- Significant latitude in determining objectives for assignments.
- Representing the company through client interactions and often taking on project leadership roles.
- Engaging with management and senior client personnel on matters requiring cross-organizational coordination.
At BankTalent HQ, we believe in recognizing and rewarding our employees for their contributions. Join us and explore the possibilities that await you.
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