Senior Trust Officer The Senior Trust Officer is responsible for developing and managing relationships with high-net-worth individuals and families, providing fiduciary, trust, and estate administration services for complex trust accounts. This role requires a strong understanding of trust administration, estate planning, and fiduciary responsibilities, as well as a demonstrated ability to build referral networks and partner with key centers of influence. The ideal candidate will hold a CTFA designation and have experience administering complex trusts while delivering exceptional client service and helping grow the trust business.
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.
What You'll Bring:
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 required.
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
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.
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.
