Senior Private Wealth Client Executive I​/II

Location: US-MS-Ridgeland | US-MS-Alabama;
Houston, TX;
Memphis, TN;
Panhandle of FL;
Atlanta, GA

Job :

Category: Trust/Wealth

Type: Regular Full-Time

Job Grade: 14

FLSA Status: Exempt

Working Hours: 8-5

Job Location:
Company: Private Wealth Admin A - 10175

This position may be filled as a Level I or II. Additional responsibilities and qualifications apply.

The purpose of this job is to manage a team of associates and the assigned books of business (approximately 800 accounts for the team) to ensure the effective administration of all accounts assigned to the team.

• Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to the strategic organizational goals.
• Managing 5-7 associates at varying levels of experience to ensure quality client service and effective account administration.
• Managing assigned individual portfolio of accounts within the confines of applicable policies and procedures.
• Coordinate key transactions with Tailored Wealth Firm Operations and serve a liaison for team support in Tailored Wealth Firm Operations as well as work with WM Risk Management on identified issues within assigned team's accounts.
• Daily administration of client funds, asset positions and transaction requests, including funds receipts, disbursements and asset movements.
• Actively serve as a member of multiple chartered committees and the Administrative Working Group.
• Ongoing oversight of transactions and accounts under purview and elevate where necessary including routine approvals over $250,000.
• Internal and external interaction, collaboration and communication with the Private Wealth Advisors, Firm Operations, TW Special Assets, WM Risk Management, team members, clients and third parties.
• Accurately, timely and completely reviewing assigned accounts, including all relevant documentation, as stated by policy and procedure.
• Onboarding and/or closing accounts completely and accurately including document fulfillment, proper fee setting, and collaboration with Firm Operations on funding and asset movement.
• Supporting the organizational unit and Wealth Management division as requested for projects or special operational events.
• Ongoing review of process improvements for efficiency.
• Perform additional duties as assigned.

Senior Private Wealth Client Executive I

Qualifications:

• At least one of the following:
  • Graduate of Trust School plus 6 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Bachelor's Degree in a business-related field plus 10 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Graduate Degree in a field related to the function of the organizational unit plus 7 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree; or
  • Ten years or more experience in the practice of law or professional accounting
• Able to demonstrate at least an advanced level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit
• Propensity to show managerial skills
• Must be able to demonstrate an advanced level of Microsoft Office knowledge
• Excellent time management skills with a detail-oriented diligence given toward tasks
• Excellent verbal and written communication skills
• Ability to interpret and define the applicable policies, procedures, federal and state laws, statutes, and regulations for effective and accurate account administration
• Ability to…