Vice President Trust Officer

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Vice President, Trust Officer

The candidate will manage client accounts in accordance with the terms of the governing document and a manner consistent with the needs of principals and beneficiaries. Will be responsible for developing quality client relationships and professional contacts, soliciting new accounts, and supporting the Financial Advisors of the firm. Manage, prepare, develop and facilitate the delivery of trust services for both normal and more complex estate plans to include: Multigenerational trusts with broad discretion among multi-family lines; Complex gifting situations; Unusual family dynamics; Litigation concerns; Interaction with multiple co-trustees as well as family and professional advisors; Closely held businesses; Foundations; Administration of complex estate settlements and new successor trustee appointments. Participate in new business development. Regularly initiate contact with existing and potential customer referrals to expand/establish relationships and acquire additional assets. Retain client base by adhering to established client contact standards. Involve all team members as necessary. Promote trust services and establish new trust accounts in Davidson branches. Conduct product and referral training for Financial professionals (FPs). Develop goodwill and provide assistance to any Davidson FPs and affiliates. Develop and cultivate external centers of influence (FPs, Attorneys, CPAs, etc.) and actively participate in community affairs and professional associations to facilitate the acquisition of the new business and promote Firms services. Identify client needs based on significant life events. Counsel clients on a variety of financially based life decisions. Execute decisions and manage financial risk for client accounts. Keep abreast of changes in legislation and regulations affecting estate planning and trust administration. Perform any other duties as assigned.

Additional Information

Job Tracking ID: 85444-346684

Company info

D.A. Davidson Companies.
8 Third Street North P.O. Box 5015
Great Falls
Montana
United States 59401
Website : https://dadavidson.com