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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.
Competencies
Qualifications
Physical Requirements
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)
Full Time
Investment Management
$64k-85k (estimate)
03/31/2023
06/04/2023
nationaladvisors.com
KANSAS CITY, MO
50 - 100
2018
JAMES A COMBS JR
$10M - $50M
Investment Management
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.
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.