Greenleaf Trust Jobs

What's This Job All About. The Trust Relationship Associate will assist with the administration of client relationships, performing various activities relative to Greenleaf Trust's role as trustee, agent and / or custodian and coordinate the efforts and workflow of the Client Centric Team while providing comprehensive, pro-active service to clients and co-workers. What You'll Be Doing. Client Care. Assist various Senior Trust Relationship Officer...

What's This Job All About. Provide project management services throughout the project lifecycle. Responsible for project execution while leading a team, or teams, to accomplish specific objectives in a given time frame with necessary resources provided from Divisions within Greenleaf Trust and Greenleaf Capital. What You'll Be Doing. G. eneral Responsibilities. For Greenleaf Trust and all other Greenleaf entities. Create positive relationships wi...

What's This Job All About. The Team Service Coordinator is responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, pro-active service to external clients and co-workers. Duties are carried out under general supervision and individuals are responsible for daily independent decisions related to servicing clients. What You'll Be Doing. Principal Accountabilities. Create positive relationships ...

What's This Job All About. The Business Development officer will be responsible for originating new business within an assigned geographic area to facilitate the continued growth of the company. This individual will promote Greenleaf Trust's visibility through participation in community events and organizations. What You'll Be Doing. NEW BUSINESS DEVELOPMENT. Source new business by building relationships with and calling on prospects, referral so...

What's This Job All About. The Trust Relationship Officer is responsible for managing client relationships to perform activities relative to our role as trustee, agent and/or custodian. What You'll Be Doing. Principal Accountabilities. Client Service. Responsible for proactive client contact providing "high touch" communication and service to clients. Help clients define their needs, goals, and objectives. Assist with the development of a persona...

What's This Job All About. Responsible for continual communication with and relationship development of Family Office clients, prospects, and COIs. In coordination with Family Office team members, responsible for developing investment policy statements, family wealth blueprints, determining asset allocation, coordinating investment selection and implementation, and overseeing Family Office client portfolios that meet client objectives. Responsibl...