22 часа назад
Sr. Relationship Advisor
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Relationship Advisor (Fiduciary Trust Services): Managing complex Delaware trust relationships and delivering advice-driven fiduciary solutions with an accent on trust administration, estate planning, investment principles, and client communication. Focus on resolving fiduciary risk issues, developing new business opportunities, coordinating with professional advisors, and mentoring less experienced Relationship/Trust Advisors.
Location: Wilmington, Delaware, United States
Company
provides wealth management, asset servicing, asset management, and banking services to sophisticated individuals, families, corporations, and institutions.
What you will do
- Manage complex Delaware fiduciary relationships and oversee the day-to-day administration of assigned trusts.
- Analyze client needs and develop advice-driven solutions covering fiduciary, investment, tax, legal, and financial planning matters.
- Communicate with clients, internal service teams, and external professional advisors while resolving issues and managing fiduciary risk.
- Build relationships with referral sources and professional advisors to develop fiduciary business opportunities.
- Travel to meet clients when appropriate and represent in professional and community organizations.
- Mentor less experienced Relationship/Trust Advisors and provide subject-matter expertise on fiduciary issues.
Requirements
- 12–15 years of experience as a trust advisor, trust officer, attorney, or professional in trust administration, estate administration, or estate planning.
- College or university degree and/or relevant proven work experience.
- Extensive knowledge of fiduciary accounts, fiduciary standards, applicable laws and regulations, investments, tax, legal matters, and operations.
- Skills in negotiation, problem-solving, delegation, leadership, sales, organization, and time management.
- Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.
- Employment-based visa sponsorship is not available for this opportunity.
Nice to have
- JD or similar credentials.
Culture & Benefits
- Flexible and collaborative work culture.
- Opportunities for internal movement and access to senior leaders.
- Inclusive workplace focused on supporting clients and local communities.
- Employee participation in philanthropic and community initiatives.
- Reasonable accommodations are available throughout the employment process.
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