Trust Sales Advisor

• Build and manage client relationships in Private Wealth’s ultra-high-net-worth Trust market segment
• Grow and service an existing book of clients, particularly complex trust administration relationships
• Identify opportunities in the ultra-high-net-worth market and develop internal and external centers of influence
• Develop networks with other lines of business to provide financial solutions
• Ensure delivery of the unparalleled customer experience for complex and high-value Trust and Investment Management accounts
• Source and develop high-net-worth client relationships through networking, referrals, and targeted outreach
• Steer administration of clients’ wealth and trust accounts as a trusted partner
• Lead high-performance service delivery by coordinating teams
• Manage and expand high-profile client relationships
• Provide proactive solution-oriented planning and coordinate wealth strategy goals and objectives
• Lead proactive, high-touch communication plans for clients
• Provide wealth management subject matter expertise
• Participate in assigned meetings and functions
• Create and lead presentations for internal and external centers of influence on estate planning techniques
• Drive new trust relationships for the market
• Coordinate and assign team members for new trust relationships and transition accounts
• Perform other duties as assigned

• Bachelor’s degree
• 10+ years’ experience in wealth management for HNW and UHNW clients, or combination of education and experience that provides an equivalent background
• Experience in Complex Trust Administration
• Business Development & COI Development knowledge
• Leadership skills
• High level of emotional intelligence
• Excellent communication and presentation skills
• Expertise in wealth management issues pertinent to UHNW families
• Relationship management skills
• Ability to address client concerns and needs
• Understanding of investment strategies utilized by UHNW clients
• Understanding of tax challenges of UHNW clients
• Familiarity with wealth management products and estate planning solutions, including trusts and administration, member- and manager-managed LLCs and Limited Partnerships, and asset management
• Extensive knowledge of Trust and Bank products and services, including investments, insurance, brokerage, private banking, and retirement planning
• Ability to identify and find solutions for unique UHNW client assets, including commercial properties, LLCs, oil and gas, alternative energy, ranch and farm properties
• MBA, CFA, CFP®, CPA, CTFA, or JD preferred as bonus credentials
• Supervisory or team leadership experience preferred
• 5+ years in a demonstrated sales position preferred
• Active participation in community and professional organizations preferred
• Experience drafting complex estate plans for ultra-high-net-worth individuals preferred

Demonstrates expertise in wealth management for ultra-high-net-worth clients, with a strong focus on complex trust administration and relationship management. Proven ability to lead teams, develop client relationships, and deliver tailored financial solutions.

• Wealth Management Expertise
• Complex Trust Administration
• Business Development
• Leadership Skills
• Excellent Communication

• Trust Administration
• Investment Strategies
• Estate Planning Solutions
• Wealth Management Products
• Tax Challenges
• Client Relationship Management
• Solution-Oriented Planning
• High-Net-Worth Client Management
• Financial Solutions Development
• Sales Experience

• Emotional Intelligence
• Presentation Skills
• Proactive Communication
• Team Leadership
• Client Needs Addressing

• MBA
• CFA
• CFP®
• CPA
• CTFA
• JD

• Ultra-High-Net-Worth
• High-Net-Worth
• Client Relationships
• Community Engagement
• Professional Organizations

• Trust Products
• Bank Products
• Investment Services
• Insurance Services
• Private Banking
• Retirement Planning