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Greenleaf Trust · 2 months ago

Senior Trust Relationship Officer, Team Lead - Delaware

Greenville, DE, US

Full-time

Onsite

Senior Level

7+ years exp

Greenleaf Trust Delaware is dedicated to providing high-quality wealth management services and trust administration. The Senior Trust Relationship Officer, Team Lead will manage client relationships, oversee trust activities, and lead business development efforts to enhance client service and fiduciary excellence.

FinanceFinancial ServicesWealth Management

Comp. & Benefits

Responsibilities

Responsible for proactive client contact providing “high touch” communication and service to clients

Help clients define their needs, goals, and objectives. Assist with the development of a personalized Wealth Management Plan at the onset of the relationship as well as development of ongoing strategies to achieve the client’s near-term goals and ultimate legacy plan objectives

Develop and maintain a basis of knowledge in key areas of trust and estate planning, investment management, retirement planning, and tax planning

Educate clients and trust beneficiaries on the terms and requirements of the trust

Solve problems for clients using resources of the entire Greenleaf team

Coordinate with client’s other professional advisors, such as legal and tax advisors

Facilitate effective reporting and communication to clients and other interested parties

Oversee all account receipts and disbursements

Oversee and monitor all account activity including the process of transferring funds, securities, and other assets

Ensure that appropriate and relative account documentation is on file

Lead the business development strategy for Delaware, including oversight of relationships with centers of influence and other referral sources

Generate new opportunities across lines of business through direct contact with existing clients, prospects and referral sources

Actively participate in sales team meetings and event-driven marketing activities

Promote bank trust services and assist new clients with establishment of new trust accounts

Provide continuous support to new clients throughout the account transfer process

Make presentations to groups explaining the function of Greenleaf’s Personal Trust Division and the potential financial and tax advantages to be gained using various types of trusts or other wealth management strategies

Provide technical, administrative, and creative support on programming metrics and analysis of skills needed to increase employability and longevity

Ensure that the Greenleaf Trust Delaware is in compliance with the requirements of the State of Delaware examiners

Act in a fiduciary capacity to perform activities related to the administration of trusts under the terms of the governing trust documents

Direct the collection of income or proceeds from sales of assets and deposits them in trust accounts

Ensure fiduciary judgment is followed in investing trust assets in income producing securities following investment guidelines of trust. Works with investment analysts to select the most appropriate investments according to long-term financial goals desired for the best interests of beneficiaries

Direct liquidation of liabilities, payment of debts, and disbursement of funds according to the needs of the beneficiaries and conditions of the trust document with approval from Trust Committee

Hire appraisers, as needed, to determine the value of assets and appropriate methods for sale of properties if this is determined to be in the best interest of the beneficiaries

Provide financial accountings for grantors, beneficiaries, executors, and/or court as required according to particular circumstances of the trust agreement

Supervise the process of preparation, filing, and payment of state and federal income tax returns for the trust. Including review and signing of 1041 returns and other filings

Coach and mentor Delaware Trust Officer and team members to ensure each team member is provided opportunities to develop and grow in their role

Provide expertise and back-up to other team members regarding trust/estate planning, tax, IRA and other issues

Work closely with Client Centric Team members to support client needs

Assist with seminar content development in areas of expertise

Track client communications in CRM system

Provide appropriate reporting to Executive Leadership Team and/or Trust Committee

Actively participate in assigned workgroup(s) for various projects

All other duties as assigned

Qualification

Trust administrationEstate planningWealth managementClient relationship managementSales experienceLeadership experienceCoachingCommunication skillsProblem-solvingTeam collaboration

Required

Bachelor's Degree and a minimum of 7 years of experience in estate planning, trust administration, and customer service, or equivalent education and experience

Experience with client support/wealth management/trust administration

Prior leadership experience leading, developing and motivating others to success

Sales experience in a service-related field

Responsible for focused and detailed work on a computer

Must be able to sit and work at a computer, make phone calls, schedule and participate in video conferences, phone, and in person meetings

Air travel to Kalamazoo, Michigan for scheduled company events required