What are the responsibilities and job description for the Senior Relationship Manager - Trust (Onsite) position at First American?
Who We Are
Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
Responsible for selling investment services and trust services to high-net-worth individuals and families. Accountable for developing his/her leads primarily through networking with key centers of influence and community organizations and leaders, as well as participating in presentations and events in order to meet revenue goals.
What You'll Do
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Pay Range: $102,200.00 - $136,200.00 Annually
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
Responsible for selling investment services and trust services to high-net-worth individuals and families. Accountable for developing his/her leads primarily through networking with key centers of influence and community organizations and leaders, as well as participating in presentations and events in order to meet revenue goals.
What You'll Do
- Develop external leads through solicitation of attorneys, accountants and other centers of influence including community leaders and organizations in order to sell investment management and trust business.
- Develop business opportunities through other FAT distribution channels that may exist currently or in the future.
- Provide periodic estate planning, trust and investment management seminars for prospects and /or professionals as appropriate to generate prospective business and referrals.
- Conduct review of prospect’s financial picture and recommend solutions to meet stated goals and objectives.
- During the sales process, provide detailed analysis of complex financial situations in order to propose the appropriate services to the prospective client.
- Use analytical and sales skills to relate individual customer asset situations to specific products, as well as interactive skills to comprehend prospect needs and respond with the appropriate solutions.
- Responsible for the sales process from inception through account set-up and opening.
- Identify issues and inefficiencies and recommend process improvements.
- 8 years of trust and/or investment management sales experience with a strong background working specifically with HNW individuals and their advisors.
- Bachelor’s degree or equivalent combination of education and experience.
- MBA, CFP or CFA preferred.
- Working knowledge of fiduciary products and services, including personal trusts, living trusts, wills, investment management, custody services, financial planning, and estate planning, with the ability to address client questions and support sales discussions.
- Excellent written and verbal communication skills.
- Strong relationship-building and interpersonal skills.
- Self-motivated with the ability to work independently and take initiative.
- Strong organizational skills with the ability to manage multiple priorities and adapt to changing business needs.
- Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint.
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Pay Range: $102,200.00 - $136,200.00 Annually
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
Salary : $102,200 - $136,200