Principal - Wealth Relationship Management - Trust

Posted 9 days ago

atlantic union bankRaleigh (NC)

Personal Financial Advisors Trust, Fiduciary, and Custody Activities

SENIORITY

Senior

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About the role

Job Family: Wealth Management

Job Sub-Family: Wealth Relationship Management Career Specialization: Wealth Relationship Management - TrustCareer Stream: Professional

Career Level: P4Job Profile

Sub-Family DefinitionWealth Relationship Management is responsible for the processes associated with wealth management relationship management, including the development of new client relationships and the maintenance of existing ones to enhance client satisfaction and loyalty. Activities may include: Assessing client needs, providing personalized financial advice, coordinating investment strategies, and ensuring effective communication between clients and the wealth management team. Specialty services such as estate planning, retirement solutions, and tax optimization strategies. Monitoring client portfolios, addressing client inquiries, and implementing strategies to deepen client engagement and drive business growth within the wealth management sector. Career Specialization DefinitionWealth Relationship Management - Trust is responsible for developing, managing, and growing trust and fiduciary client relationships while delivering financial, estate, and fiduciary solutions that align with client objectives. Activities may include relationship management, business development, trust administration oversight, and client advisory support. Other duties as assigned.

Career Level Definition:

Recognized subject matter expert in a job area typically obtained through advanced education and work experience. Responsibilities typically include: Managing large projects or processes with limited oversight from manager.
Coaching, reviewing and delegating work to lower level professionals.
Problems faced are difficult and often complex.
Knowledge & Experience
Bachelor's Degree required; equivalent combination of education and experience may be considered
Typically requires 6 - 8+ years prior experience, with deep knowledge of job area
Required Certifications/Licenses
May require obtaining and/or maintaining NMLS registration
May require applicable licenses and/or certifications

Job Code: WMWRMTP4FLSA Status: Exempt

Salary Grade: 119We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Job Summary

Requisition Number: PRINC010580Job Category: Wealth Management

Schedule: Full-Time

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