Trust Sales Advisor

Role Overview

• Source and develop high-net-worth client relationships through networking, referrals, and targeted outreach
• Steer administration of Client’s wealth and trust accounts by being trusted partner
• Lead high performance service delivery to clients by coordinating team delivering services
• Manage and expand high-profile client relationships
• Provide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives
• Lead a proactive, high-touch communication plan for all clients
• Provide wealth management subject matter expertise
• Participate in and attend meetings and functions as assigned
• Create and lead presentations to external and internal COIs on estate planning techniques for ultra-high-net-worth individuals
• Other duties as assigned
• Serves as the primary driver of new trust relationships for the market
• Coordinates and assigns the team members of new trust relationships transitioning those accounts to those team members

Requirements

• Bachelor’s degree
• 10+ years’ experience in wealth management for HNW and UHNW clients
• Or combination of education and experience that provides an equivalent background
• One or more of the following credentials: MBA, CFA, CFP®, CPA, CTFA, or JD (preferred)
• Supervisory or team leadership experience (preferred)
• 5+ years in demonstrated sales position (preferred)
• Experience in Complex Trust Administration
• Business Development & COI Development
• Strong Leadership Skills
• High level of emotional intelligence
• Excellent communication and presentation skills
• Expert on wealth management issues pertinent to UHNW families
• Strong relationship management skills
• Ability to address client concerns and needs
• Demonstrates understanding of investment strategies utilized by UHNW clients
• Demonstrates understanding of tax challenges of UHNW clients
• Familiarity with wealth management products and estate planning solutions, including trusts and administration, member and manager managed LLCs and Limited Partnerships, and asset management
• Demonstrates extensive knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning)
• Ability to identify and find solutions for unique assets of UHNW client including, commercial properties, LLCs, oil and gas, alternative energy, ranch and farm properties
• Active in community and professional organizations; considered a leader in the community (preferred)
• Experience drafting complex estate plans for ultra-high-net-worth individuals (preferred)

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Various associate banking benefits