Trust Investment Officer, Real Estate jobs in United States
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Creative Planning · 9 hours ago

Trust Investment Officer, Real Estate

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
date5+ years exp

Creative Planning is a top-tier wealth management firm that provides investment management services and comprehensive financial planning. The Trust Investment Officer manages Specialty and Hard-to-Value Real Estate assets, ensuring they are handled according to company policies and procedures.

ConsultingFinancial Services
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Growth Opportunities
Hiring Manager
Rita Mrad Zegeer, SHRM-CP®
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Responsibilities

Must have the requisite knowledge in how to review and handle a variety of Specialty Assets for risk, suitability, and performance in trust accounts. Portfolios of Specialty Asset classes could include Real Estate, Closely Held Businesses, Mineral/Oil/Gas Interests, Insurance Policies, and/or Promissory Notes
Ensure Specialty Assets are managed within the framework of the OCC Handbook relating to Unique and Hard-to-Value assets
Review key documents pertaining Specialty Assets ensuring all key details are identified and disseminated to the appropriate trust area including Trust New Business, Trust Administration, Trust Operations, and Trust Investments
Contribute to and cultivate the knowledge of the investments staff within each specific Specialty Asset class area
Work with the Trust Investments Manager to develop efficiencies in the management of the Specialty Assets
Partner with the Trust Investments Manager on key initiatives of the team

Qualification

Specialty Asset managementTrust company experienceMicrosoft Office proficiencyClient relationship managementTeam collaborationOrganizational skillsTime managementAttention to detail

Required

Bachelor's Degree preferred and at least 5 years Specialty Asset management experience within a trust company environment
Ability to foster positive client relationships
Ability to represent the organization and the trust team in a professional and positive manner
Passion for growing and developing team-members
Exceptional organizational and time management skills
Ability to work in a team environment and independently
Must have the requisite knowledge in how to review and handle a variety of Specialty Assets for risk, suitability, and performance in trust accounts
Ensure Specialty Assets are managed within the framework of the OCC Handbook relating to Unique and Hard-to-Value assets
Review key documents pertaining Specialty Assets ensuring all key details are identified and disseminated to the appropriate trust area including Trust New Business, Trust Administration, Trust Operations, and Trust Investments
Contribute to and cultivate the knowledge of the investments staff within each specific Specialty Asset class area
Work with the Trust Investments Manager to develop efficiencies in the management of the Specialty Assets
Partner with the Trust Investments Manager on key initiatives of the team
Microsoft Office proficiency
Keen attention to detail

Company

Creative Planning

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Creative Planning is exclusive because their strategy for designing your investment portfolio is different.
dateFounded in 1982
location
Leawood, Kansas, USA
people-size1001-5000 employees
web-link
https://creativeplanning.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
TPGGeneral Atlantic
2024-09-30Private Equity
2020-02-09Seed

Leadership Team

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Peter Mallouk
President & Chief Executive Officer
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