Trust Relationship Manager

3 weeks ago


Kalamazoo, Michigan, United States Greenleaf Trust Full time
Job Title: Trust Relationship Officer

Job Summary:

The Trust Relationship Officer is a key member of the Greenleaf Trust team, responsible for building and maintaining strong relationships with clients to provide exceptional service and support. This role requires a unique blend of technical expertise, business acumen, and interpersonal skills to deliver tailored solutions that meet the evolving needs of our clients.

Key Responsibilities:

  • Client Service:
    • Develop and maintain a deep understanding of client needs, goals, and objectives to provide proactive and personalized service.
    • Collaborate with clients to create and implement customized wealth management plans that align with their financial goals and objectives.
    • Stay up-to-date on key areas of trust and estate planning, investment management, retirement planning, and tax planning to provide expert guidance and support.
    • Communicate complex information in a clear and concise manner to clients and other stakeholders.
  • New Business Development:
    • Identify and pursue new business opportunities through direct contact with existing clients, prospects, and referral sources.
    • Participate in sales team meetings and event-driven marketing activities to drive business growth.
    • Promote Greenleaf Trust services and assist new clients with the establishment of new trust accounts.
    • Provide exceptional support to new clients throughout the account transfer process.
  • Fiduciary Excellence:
    • Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing trust documents.
    • Direct the collection of income or proceeds from sales of assets and deposit them in trust accounts.
    • Ensure that fiduciary judgment is followed in investing trust assets in income-producing securities, following investment guidelines of the trust.
    • Direct the liquidation of liabilities, payment of debts, and disbursement of funds according to the needs of the beneficiaries and conditions of the trust document with approval from the Trust Committee.
  • Support Greenleaf Team Members:
    • Provide expertise and backup to other team members regarding trust/estate planning, tax, IRA, and other issues.
    • Work closely with Client Centric Team members to support client needs.
    • Assist with seminar content development in areas of expertise.
    • Track client communications in CRM system.
    • Provide appropriate reporting to Executive Leadership Team and/or Trust Committee.

Requirements:

  • Bachelor's Degree and minimum 3 years' experience in estate planning, trust administration, and customer service, or equivalent education and experience.
  • Experience with client support/wealth management/trust administration.
  • Sales experience in a service-related field.


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