Senior Trust Relationship Manager

2 weeks ago

Farmington Hills, Michigan, United States CFA Institute Full time
Welcome
We invite you to discover the exceptional culture, dedicated team, and rewarding opportunities that define CFA Institute. Make your next career decision a well-informed one.
Qualifications
Position Qualifications
Bachelor's Degree from an accredited institution
8 years of experience in account management within a specialized field, including trust management, investment strategies, or insurance in a client-focused role
6 years of experience in business development related to trust management, investment strategies, or insurance
Job Description
Senior Trust Relationship Manager - Ultra High Net Worth Clients
Our Strategic Alliance represents a collaborative effort between two esteemed financial organizations.

This partnership enables clients to benefit from CFA Institute's expert trust management services, alongside the guidance of their Financial Advisor, all delivered through a tailored, service-oriented approach.

The Senior Trust Relationship Manager within our Advisor Solutions team is tasked with managing relationships for Ultra High Net Worth (UHNW) clients by providing insights into specific trust agreements, overseeing comprehensive estate planning, and collaborating closely with our Financial Advisor partners.

This role's active participation in business development is anticipated to play a crucial role in achieving the annual net new business objectives for the division.

Position Competencies

Successful candidates will demonstrate effective communication abilities, strong problem-solving skills, relevant functional and technical expertise, multitasking capabilities, adherence to service standards, and a customer-centric focus.


Position Responsibilities:


Oversees Ultra High Net Worth client relationships in alignment with governing documents, applicable regulations, and the specific needs of the principals, income beneficiaries, and remaindermen.

Analyzes and interprets documents for guidance; assesses accounts for accuracy and completeness, monitors account transactions, and addresses incoming correspondence and client requests to ensure compliance with governing documents, regulations, and internal policies.

Collaborates with the Regional Manager to devise solutions for issues raised by principals, income beneficiaries, and remaindermen, such as requests for special distributions, fee disputes, or other concerns.

Manages the initiation and closure of accounts, ensuring the collection of necessary and legally mandated documentation, the thorough transfer of assets, accurate cost basis reporting, and proper classification of cash as income or principal, while overseeing tax reporting activities in coordination with external CPAs and advisors.

Provides holistic wealth planning guidance to clients. May engage in initiatives that impact the broader business and enhance service delivery efficiency.
Maintains direct communication with Financial Advisor partners, clients, and internal stakeholders, providing timely updates on account activities and responding promptly to inquiries.
Collaborates with Fiduciary Strategists to generate new business through partnerships. Cultivates referrals through established networks.
About CFA Institute
We recognize that our employees are vital to our success, and we are committed to investing in their growth.

One of the ways we achieve this is through a comprehensive Total Rewards package designed to acknowledge and reward individual contributions, while also supporting health, well-being, professional development, and security for our team members and their families.

Total Rewards encompasses competitive cash compensation, development opportunities, and flexible benefit programs tailored to meet individual needs both now and in the future.

Your compensation will reflect your experience, and our programs are regularly reviewed to ensure competitiveness.

We are proud to offer a range of benefits, including health and wellness programs, robust retirement plans, and generous paid time off.

You and your eligible family members can access medical, dental, and vision benefits, 401(k) and pension plans, as well as income protection benefits such as 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, CFA Institute conducts a thorough background check.

NMLS certification requirement:

where applicable, a favorable background check screening, credit assessment, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.

CFA Institute is a leading organization in the financial services sector, committed to enhancing the professionalism and integrity of the industry.

We are dedicated to fostering a diverse and inclusive workplace, and we proudly uphold equal opportunity employment practices.

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