Overview

National Advisors Trust Company (NAT) is a federally chartered trust company with ~$10 billion in assets under administration. Founded in 2001, NAT provides corporate directed trustee and custodian services to the financial services industry and the clients they serve. NATC’s strong and growing asset base makes the company one of the nation’s largest independent trust companies.

The culture within NAT is evolving as NAT continues to adapt and grow in an wealth management industry constantly changing. With a relatively flat organizational structure, the firm’s culture aligns with individuals who have an appetite to ask questions, contribute content, offer new or better solutions, galvanize internal relationships, and serve clients at the highest levels. Due to NAT’s desire to grow, scale the trust referral intake process, and deliver an outstanding client experience onboarding new trust accounts with our advisor community, we are currently seeking a Trust New Business Onboarding Leader.

Responsibilities

The Trust New Business Onboarding Manager leads the staff responsible for the intake of trust new business referrals. This role interfaces daily with clients, Trust Officers, and the trust new business staff to fully onboard new trusts. This role is responsible for delivering outstanding client experiences to the client firms in the NAT network in such a manner to generate additional trust referrals. Trust new business is a critical function at NAT and this position is a critical success factor for the growth of NAT’s trust account portfolio. The Advisor Relations team is responsible to generate interest and source trust referrals and the Trust New Business team is responsible perform the duties to onboard. The individual in this role is results-driven, passionate about delivering an incredible client experience, highly responsive, and committed to coaching and growing teammates across the trust knowledge spectrum. The Trust New Business Onboarding Manager provides oversight of risk reviews for trust acceptance with National Advisors’ Risk Committee. Overall, this role is a producer for new trust business and is laser focused on delivering an outstanding client journey through the onboarding of a new trust into NAT.

Some key duties of the role include:

• Manage the intake of trust referrals, onboard trust new business, and deliver outstanding client experiences through the process.
• Understand and employ NAT’s risk management standards and practices.
• Oversees the Trust Risk review process.
• Directly performs risk reviews for new trust referrals > $10MM and trust referrals deemed to be complex.
• Lead, develop, and grow other Trust New Business teammates.
• Focus on the Client Experience and be an agent for cultural change regarding the client experience.
• Define, measure, report performance measures and metrics by providing a D/W/M/Q operating system scorecard to track performance against goals.
• Produce Trust Synoptics for both Trust Officers and Advisor partners.
• Develop and implement a client satisfaction feedback program.
• Develop and manage the process to guide advisors through the company’s trust referral journey.
• Responsible for Trust New Business escalations.
• Collaborate with clients and internal partners to establish, maintain, and support National Advisors Trust best practices and service standards.
• Prepares Trust New Business Reporting for Senior Management.
• 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.

Qualifications

• 7 years experience in Trust Administration and Trust Business Development.
• Strong relationship builder, prior experience in client relationship management required.
• Enthusiastic, high-energy worker.
• Knowledgeable and a creative problem solver.
• Highly responsive.
• Strong process management acumen.
• Proven ability to solve problems and prioritize workflow in a fast-paced team environment.
• Strong attention to detail with excellent analytical skills and the ability to exercise independent judgment consistent with procedures.
• Strong interpersonal and communications skills with the ability to provide excellent service to external and internal clients.
• Proficient in Microsoft Office applications.
• Preferred experience with CRM.
• Law Degree or bachelor’s degree in a related field.
• Minimal to no travel required.
• Ability to work independently with minimum supervision.

Benefits: National Advisors offers a wide range of employee benefits including 401K with company match, medical, vision and dental healthcare plans, paid time off, professional growth and internal promotion opportunities due to continuous organizational growth. NAH offers a competitive salary.

Physical Requirements

• Must be able to remain in a stationary position for prolonged periods of time.
• Will occasionally move about inside the office to access file cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, copy machine, and computer printer.
• Occasionally requires lifting objects that are 20 pounds to a height of 3-4 feet

This job description is subject to change at any time