Senior Trust Relationship Officer, Team Lead

At Greenleaf Trust Delaware, our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.

Manage client relationships to perform activities related to our role as trustee, agent and/or custodian.

• 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.
• Educateclientsandtrust beneficiaries on theterms and requirements ofthetrust.
• Solveproblemsfor clients using resources of the entire Greenleaf team.
• Coordinatewithclient’sother professional advisors, such aslegal andtaxadvisors.
• Facilitate effective reporting and communication to clients andother interested parties.
• Oversee and monitor all accountactivityincluding the process of transferring funds, securities, andother assets.
• Ensure that appropriateandrelative 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 salesteam meeting sand event-driven marketing activities.
• Promotebank trust services andassist 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 metricsandanalysis of skillsneededto increase employabilityand longevity.

• Ensure that the Greenleaf Trust Delaware is in compliance with the requirements of the State of Delaware examiners.
• Act in a fiduciarycapacityto performactivitiesrelatedto the administration of trustsunder the terms of the governing trust documents.
• Direct the collection of income or proceedsfrom sales of assetsand depositsthem in trust accounts.
• Ensurefiduciaryjudgment isfollowedin investing trustassets in income producing securitiesfollowing investment guidelines of trust. Workswithinvestment analysts to select themost appropriateinvestments according tolong-termfinancialgoals desiredfor 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.
• Hireappraisers, as needed, to determinethevalue of assets andappropriatemethodsfor sale of propertiesif this is determinedto bein the best interest of the beneficiaries.
• Provide financial accountingsforgrantors, beneficiaries, executors, and/or court as required according to particular circumstances of the trust agreement.
• Supervise the process of preparation, filing, and payment of stateand federalincome tax returns for thetrust. Including reviewand signing of…