Trust Manager

Job Description

Primary Accountabilities

The Trust Manager is both a leader and an individual contributor who not only administers trust accounts but oversees less experienced team members engaged in trust administration. The core of the role is to oversee and coach the team of Trust Officers and Trust Associates, with a focus on local trust relationship administration. In supervising and coaching their team, the Trust Manager ultimately advances talent and further strengthens the efficacy and execution level of all assigned team members.

• Directing trust and agency accounts in compliance with legal and fiduciary specifications and in coordination with external investment advisory teams.
• Monitor and construct recommendations regarding suitable staffing for the local office, and safeguard account loads and obligations are appropriate for each Trust Officer.
• Lead, train, and guide team Trust Officers. The Trust Manager serves as a resource for Trust Officers, providing backing in problem-solving and solving client demands and disputes that may possibly develop during regular local account administration.
• Aids the CTO in effecting organizational decisions influencing the team and office.
• Continue developing technical expertise in trust administration via self-learning, achieving continuing education requirements, attending webinars, etc.
• Identify training requirements and conduct applicable training as necessary. This training will sometimes align with the firm-wide training curriculum being executed by the CTO or other leaders.
• Conduct annual performance reviews for designated Trust Officers (these will normally be fulfilled by the Trust Manager and presented to the CTO for final approval).
• Act as the key resource for team Trust Officers and Trust Associates about PTO authorization, personnel dealings, and other concerns that may occur. The Trust Manager will utilize their judgment to involve the CTO when applicable.
• Execute a proper rhythm for team meetings to examine administrative and operational affairs.
• Safeguard compliance with firm policies and procedures within the office and supervises observance to internal and regulatory requirements.
• Approve and supervise direct reports PTO and guarantee coverage when personnel are out of the office.
  
  

Qualifications

Trust Manager

This is a work from work opportunity and not remote or hybrid.

Education

• Bachelors degree from an accredited college or university in a related field.
  
  

Position Qualifications

• Exceptional communication, relationship management, and leadership proficiencies.
• Robust expertise of trust administration, fiduciary law, and estate/wealth transfer planning.
• Deep historic experience managing a portfolio of complicated accounts, often with a high-net-worth and ultra-high-net-worth client base.
• Analytical and problem-solving capabilities with a focus on risk management.
• Salesforce proficiency helpful.
• Capacity to understand complex legal documents and navigate evolving regulations.
  
  

Competencies

• Business insight
• Cultivates innovation
• Drives results
• Makes sound decisions
• Being a brand champion
• Collaborates
• Communicates effectively
• Customer focus
• Being Authentic
• Emotional Intelligence
• Self-development
• Being flexible and adaptable
  
  

Why Is This a Great Opportunity

Trust Manager

Our client is seeking an experienced Trust Manager. The Trust Manager reports to the Managing Director of the regional team as well as the Chief Trust Officer.

Direct reports of the Trust Manager include Trust Officers and support staff, as guided by the team Managing Director or the CTO.

This is a work from work opportunity and not remote or hybrid.

Salary Type : Annual Salary

Salary Min : $ 150000

Salary Max : $ 210000

Currency Type : USD