What Youll Do
Developing and executing strategic initiatives that drive growth and enhance service offerings, including Special Needs Trusts, Escrow Accounts, and 1031 Exchange Accounts. Expand the firm's regional presence through close collaboration with bank branches, commercial lenders, and CLOs, ensuring seamless integration and alignment across business units.
Design and implement programs that encourage internal referrals, strengthening the firm's client pipeline and fostering a culture of cross-departmental engagement. Work closely with the Trust Committee and external investment managers to oversee investment strategies, ensuring they align with client objectives and market conditions.
Enhance compliance measures to meet evolving regulatory expectations, with a particular focus on maintaining robust controls in areas related to MRB. As a visible representative in the community, build and nurture relationships that drive business development and reinforce the firm's reputation as a trusted financial partner.
What Were Looking For
Are you a forward-thinking leader with a passion for innovation in wealth management? This is an exciting time to join our client as they expand their offerings and enhance their strategic vision. With a strong foundation in placethe recent trust exam went exceptionally well with no significant findingsthey're looking for a dynamic professional to help them drive growth, introduce new products, and strengthen our regional presence.
Why?
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