Summary

We are seeking a key member of the Trust and Client Advisory team to join us at the Vice President level as a Trust Officer. A seasoned relationship executive or trust officer with a proven business development track record who aligns well with the firm’s culture is required. Our culture is one that is performance/accountability driven, client, focused, family oriented and supports the long-term career satisfaction of its employees.

The organization is flat, nimble and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. The corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is very low – evidencing a high level of engagement and career fulfillment.

Responsibilities:

This is a trust officer position for high net worth clients. It involves extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes, and estate planning. A high priority goal for this position is the development of new business. This is accomplished by working independently, as well as with staff across the organization, through professional networking and direct solicitation of qualified prospects. The officer should have a strong established network of legal, accounting and other professionals, as well as client prospects. The officer has an assistant and together has total administrative responsibility for a book of accounts, and shares relationship management with an assigned investment officer. The job also requires the ability to travel to call on active clients, referral sources and prospective clients.

This role is responsible for growing and expanding the awareness of our organization’s high-touch service delivery model in the Western region and nationally. Other duties include:

• The position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers and partnership agreements

• The position requires a working knowledge of the legal requirements that affect trusts under the Principal & Income Act and Prudent Investor Act, and community and separate property issues under the Family Code

• New business activities. Call on network contacts and prospects regarding the development of new business for the firm. Achieving calling and new business revenue goals is an essential part of the job and is a top priority

• Coordinate closely with other company departments (tax, insurance, operations, real estate, investment, and foundations) regarding client matters. Effective communication skills are essential

• Supervise and instruct others in the processes of opening accounts and closing accounts, transferring and distributing assets, drafting correspondence to clients, clients' family, agents and professional advisors

• Participate with the investment officer in client meetings

• Coordinate with the investment department in the scheduling of clients’ investment performance reviews and monitoring of investment trades

• Coordinate with operations and tax departments to provide clients or their professionals with appropriate information required for tax filings and the maintenance of accounting records

• Complete forms, prepare internal documentation and present periodic account reviews

• Participation in other internal committees or task forces, such as Client Services or Marketing

• Provide extensive personal service to clients as required

Required Qualifications:

• CTFA, JD, MBA, CFA, CFP, or CPA required

• 5+ years of experience in a similar role with a successful track record in new business development

• Superior ability to identify and build relationships with qualified prospects

• Established network of legal, accounting and insurance professionals in the area and surrounding communities

• Successful experience in a supervisory role

• Background in wealth management, client administration, and portfolio management

Other Required Skills:

• Strong people skills

• Extraordinary sales skills

• Outstanding marketing and presentation skills

• Effective verbal and written communication skills

• High integrity with a diligent work ethic

• Team/people-oriented

• Highly organized with good time management skills

• Meticulous attention to detail