| Location: |
This position is in a south central state
Southeast (AL, FL, GA, LA, MS, NC, SC & TN) |
| Salary Range: |
Mid-point is $112,5000 plus bonus |
| Bonus & Incentives: |
Eligible for bonus up to 30%. |
| Position Responsibilities: |
Our client, a multi-billion asset, innovative wealth management firm seeks a trust manager; someone with an entrepreneurial focus who can assist them in building the fiduciary division of their wealth management group.
The successful candidate will manage trust administration, operations and develop new business by networking with local attorneys / CPA's and by participating in community functions. |
| Education and Certifications/Licenses: |
Bachelors, JD, CTFA |
| Mandatory Minimum Qualifications: |
The qualified candidate will have experience managing a trust group and have in-depth knowledge of trust administration and trust instruments. Additionally this person will have proven success building new business through community contacts and involvement. A bachelor’s degree and JD or CTFA are required.
|
| Preferred Qualifications: |
Personal Trust Administration experience is a must - someone with a track record of strong leadership; trust document review and business development. |
| Additional Comments: |
This is small department with eight employees. You must be willing to roll up your sleeves and help do the work. |
| Benefits: |
Excellent benefits
|
| Overnight Travel: |
Limited |
| Relocation Assistance: |
Yes |
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