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Senior Trust Consultant

2 months ago

Walnut Creek, California, United States Comerica Incorporated Full time
Overview

We are excited to present an opportunity to join a distinguished organization that values its culture, employees, and the unique services it provides. At Comerica Bank, we pride ourselves on our commitment to excellence and the professional growth of our team members.

Qualifications

Essential Qualifications:
  • Bachelor's Degree from an accredited institution
  • A minimum of 6 years of experience in account management within trust administration, investment services, or insurance sectors
  • 6 years of proven experience in business development related to trust services, investments, or insurance
Position Summary

Trust Advisor III - Comerica Advisor Solutions
This role is pivotal within our strategic partnerships, combining the strengths of two reputable financial institutions. As a Trust Advisor III, you will act as the primary relationship manager for a designated portfolio, providing expert guidance on trust documentation, estate planning, and collaborating closely with our Financial Advisor partners. Your active participation in business development initiatives will be crucial in achieving the division's annual growth objectives.

Core Competencies
Successful candidates will demonstrate exceptional communication abilities, strong problem-solving skills, relevant functional expertise, and the capacity to manage multiple priorities while maintaining a customer-centric focus.

Key Responsibilities:
  • Oversee routine accounts in alignment with governing documents and legal requirements, ensuring the needs of all parties involved are met.
  • Analyze and interpret trust documents, ensuring compliance and accuracy in account transactions while addressing client inquiries effectively.
  • Collaborate with management to resolve issues raised by clients, including requests for distributions and fee-related concerns.
  • Manage the lifecycle of accounts, ensuring all necessary documentation is obtained and assets are transferred correctly, while coordinating tax reporting with external advisors.
  • Deliver comprehensive wealth management strategies to clients, contributing to projects aimed at enhancing service delivery.
  • Maintain open communication with Financial Advisor partners and clients, providing timely updates and addressing requests promptly.
  • Work alongside Trust Specialists to generate new business opportunities through established networks.
Compensation

For candidates located in specific states, the anticipated salary range for this position is as follows:
  • California - $91,250 - $183,750 Annually
Salary ranges are subject to adjustments based on various factors including position, location, and individual qualifications.

About Comerica

At Comerica, we recognize that our employees are vital to our success, and we are committed to investing in their future. Our Total Rewards package is designed to acknowledge individual contributions while supporting health, well-being, and professional development. We offer competitive benefits including health programs, retirement plans, and generous paid time off. Eligible employees and their families can access a range of benefits, including medical, dental, and vision coverage, along with various time-off programs.

Comerica Incorporated is a leading financial services firm, headquartered in Dallas, Texas, with a focus on building relationships and fostering success for individuals and businesses alike. We are proud to be an Equal Opportunity Employer, committed to diversity and inclusion in the workplace.