Eastern Wealth Management Team Leader II

1 week ago

Lynn, Massachusetts, United States Get Konnected Full time
Job Title: Eastern Wealth Management Team Leader II

We are seeking a highly skilled and experienced Eastern Wealth Management Team Leader II to join our team at Eastern Bank. As a key member of our wealth management team, you will be responsible for managing account portfolios, ensuring adherence to equity and fixed income investment strategies, and representing Eastern Wealth Management at meetings of boards of directors and investment policy committees.

Responsibilities:
  • Manage account portfolios in accordance with clients' investment policies
  • Ensure adherence to equity and fixed income investment strategies
  • Represent Eastern Wealth Management at meetings of boards of directors and investment policy committees
  • Participate in department administration by mentoring others, ensuring asset quality, and recommending procedures and policies
  • Seek out new business opportunities from assigned accounts and other sources
  • Assist other officers with their new business efforts
  • Specific trust and estate administration responsibilities include:
    • Obtaining and maintaining appropriate documentation on accounts
    • Ensuring that all account assets are collected and properly valued
    • Ensuring that beneficiaries receive remittances and periodic statements in compliance with the governing instrument and applicable state law
    • Communicating with grantors and beneficiaries to determine their financial needs and outside resources
    • Authorizing or recommending discretionary distributions
    • Working with the tax vendor, or with attorneys and accountants, to ensure that fiduciary income tax and estate tax returns are prepared and filed in a timely and accurate manner
    • Terminating accounts in accordance with the terms of the governing instrument
    • Filing and arranging for the allowance of probate accountings
Requirements:
  • Bachelor's degree required; Master's degree preferred
  • 5+ years of wealth management industry experience, or equivalent education and/or certification
  • CFP preferred, but not required
  • Excellent written and oral communication skills
  • Knowledge of fiduciary law, fiduciary income taxation, trust, estate taxation, and estate planning
  • Excellent written communication skills
  • A minimum of 3-5 years experience in the financial services industry or related field with knowledge of trust administration, portfolio management, and estate planning
  • Should have excellent interpersonal, communication, business development, account management, and relationship building skills
  • Strong sense of client service, satisfaction, and retention with an eye for needs identification, problem solving, and the consultative sales approach
  • Possess proven abilities advising and building strong client relationships
  • Trust certifications, attendance at Trust Schools, law degrees, and CFP designation are all preferred
  • The ability to work autonomously
  • Meaningful Community involvement and network on the North Shore/Boston

We follow a financial planning approach with discretionary asset management as the solution. Staffing and ongoing management of direct reports are also key responsibilities. As an extension of the Division Head, you will carry out initiatives and support the direction set by the Division Head.

Exemplary Client & Business Partner Management with New Business results to confirm effectiveness.

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