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
Serve as the primary driver of new trust relationships for the market
Coordinate and assign the team members of new trust relationships transitioning those accounts to those team members
Other duties as assigned

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
Experience in Complex Trust Administration
Understanding of Business Development & COI Development
Leadership Skills
High level of emotional intelligence
Excellent communication and presentation skills
Expertise on wealth management issues pertinent to UHNW families
Good relationship management skills
Ability to address client concerns and needs
Understanding of investment strategies utilized by UHNW clients
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
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

Competitive and varied 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

Trust Sales Advisor

Key skills