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National Advisors Trust
Kansas City, MO | Full Time
$64k-85k (estimate)
0 Months Ago
Pipeline Manager
$64k-85k (estimate)
Full Time | Investment Management 0 Months Ago
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National Advisors Trust is Hiring a Pipeline Manager Near Kansas City, MO

Responsibilities and Duties

The Pipeline Manager provides support to NAT throughout the process for new trust referrals, from initial trust referral to funding, and trust asset acquisition. The Pipeline Manager is the single point of submission for new business trust referrals and serves as the liaison between the referral source and NAT’s Business Development and Trust personnel. The position ensures the efficient and smooth transition of trust referrals through the end-to-end process from referral to funding, including trust account opening and managing the asset transfer processes. The Pipeline Manager creates a seamless transition to the Trust Service Administrator and Trust Officer of the relationship. The position is responsible for all management reporting metrics related to new trust referrals. Additional responsibilities include providing support for activities related to lead generation, events, marketing and communications.

  • Review new trust referrals and provide information and education needed to referral sources to maximize and achieve “in good order” status of referrals before sending the trust for review.
  • Act as the conduit between all entities to ensure all trust referral transition processes are implemented in a timely and accurate manner.
  • Gather and distribute referral related information and documentation to all applicable personnel.
  • Manage, track and report on the transition of trust referrals throughout the end-to-end process from referral to funding.
  • Maintain, ensure the validity and accuracy of the trust CRM sales pipeline.
  • Identify any trust referral throughput issues and accelerate issues when necessary to keep all trust referrals on track and moving forward smoothly.
  • Maintain accurate status of trust referrals and develop weekly and monthly reports to keep all departments informed.
  • Lead weekly calls with Business Development to ensure their timely follow up with advisors.
  • Maintain current information on all trust activities and contacts in the company’s CRM system.
  • Track and report metrics/data regarding new trust referral business.
  • Provide support for activities related to lead generation, events, marketing and communications.
  • Adhere to all internal and external regulatory requirements, standards, policies and procedures.
  • Provide support for other projects as required.
  • Compliance with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position, including but not limited to, prompt completion of required BSA/AML/OFAC training.


Competencies

  • Accountability
  • Attention to Detail
  • Customer Focused
  • Ability to build relationships and trust
  • Decision Making
  • Functional Expertise and Usage
  • Initiative
  • Oral Communication
  • Problem Solving
  • Quality Orientation
  • Results Oriented
  • Stress Tolerance
  • Teamwork

Qualifications

  • Enthusiastic, high-energy worker, able to meet multiple demands simultaneously
  • Highly responsive to internal and external requests
  • Proven ability to prioritize workflow in a fast-paced team environment.
  • Strong attention to detail and critical thinking skills
  • Proficient in Microsoft Office applications.
  • Preferred experience with CRM.
  • Bachelor’s degree and 5 years experience in a related field.


Physical Requirements

  • Must be able to remain in a stationary position for prolonged periods of time.
  • Constantly operates a computer and other office productivity machinery, copy machine, and computer printer.


This job description is subject to change at any time.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$64k-85k (estimate)

POST DATE

03/31/2023

EXPIRATION DATE

06/04/2023

WEBSITE

nationaladvisors.com

HEADQUARTERS

KANSAS CITY, MO

SIZE

50 - 100

FOUNDED

2018

CEO

JAMES A COMBS JR

REVENUE

$10M - $50M

INDUSTRY

Investment Management

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The job skills required for Pipeline Manager include Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Pipeline Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Pipeline Manager. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Pipeline Manager positions, which can be used as a reference in future career path planning. As a Pipeline Manager, it can be promoted into senior positions as a Pipelines Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Pipeline Manager. You can explore the career advancement for a Pipeline Manager below and select your interested title to get hiring information.