Senior Trust Advisor

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Senior Trust Advisor
The candidate manages complex wealth management client relationships and delivers high quality fiduciary services. This position assumes primary responsibility for overall client satisfaction by collaborating with the client service team and appropriate resources. Partner ensures timely delivery of high quality fiduciary service, issue resolution, effective communication of client needs, and coordination with client’s professional advisors to identify and implement advisory solutions. Manages assigned account base of wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client’s needs and goals. Exhibits thorough knowledge of governing documents and account agreements. Possesses depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles. Seeks continued development of fiduciary and advisory skills through training and experience. Primarily responsible for leading client conversations for life driven wealth management. Provides proactive advice to clients on company’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Maintains a working knowledge of various company resources and utilizes fiduciary knowledge, experience, and internal resources to identify opportunities for relationship enhancement. Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Builds and maintains knowledge of company fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgement. Cultivates relationships with referral sources and external professional advisors to build the business; identifies and develops new business opportunities. Participates in community and professional organizations representing company. Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements. Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity.

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