VP, Personal Trust Services

VP, Personal Trust Services page is loaded## VP, Personal Trust Services locations:
Toronto, Ontario, Canada time type:
Full time posted on:
Posted Todayjob requisition :
866466

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth.

As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.# #
** Vice President, Personal Trust Services (VP, PTS)
***** Toronto, Ontario
*** The VP, Personal Trust Services will grow and service Fiduciary Trust assets under administration (AUA) by providing professional Estate Planning, Executor and Trustee services to high-net-worth clients. The role provides expertise on all aspects of estate and trust management and collaborates with internal and external stakeholders, working collaboratively as a member of the client relationship team.#
** Responsibilities:**#
** Relationship and Account Management:*
* * Provide a best-in-class personalized client experience by always acting in the best interests of the client and their family in all aspects of fiduciary and agent account management.  This will include delivery and oversight of all aspects of the professional administration of complex estates, trust and power of attorney accounts, such as managing assets, coordinating with beneficiaries and stakeholders, handling any legal or financial complexities and possibly managing relationships with external professionals/professional service providers such as lawyers, accountants, property management firms, appraisers etc.

to ensure professional services are efficiently provided to accounts and agreements/service levels are met as per requirements.
* Collaborate with clients and their legal representatives to develop tailored estate plans that align with their financial goals and objectives. This includes analyzing assets, preparing wills, trusts, and other estate planning documents, and ensuring compliance with relevant laws and regulations.
* Develop rapport and instill confidence with the client to develop credibility and earn trust.
* May provide administrative support to financial advisors that may include financial reports, account reconciliation, trade activity, or fee collection. Will ensure proper documentation and administrative decisions on each account.
** Business Development:
*** Build strategic relationships with COI’s including lawyers, accountants, and financial advisors with the goal of strengthening relationships and collaboration with Fiduciary Trust to grow the Trust’s business. Work closely with financial advisors to assist them in retaining or growing assets under their management through the transfer of wealth from one generation to the next.
* Develop acquisition strategies and maintain a strong pipeline of referrals that will create sustainable and profitable growth.
* Oversee content and marketing materials for new business. Create and deliver sales and marketing presentations.
* Be a valued partner and primary resource on estate planning, executor and trustee services to the sales force and in servicing complex high net worth relationships.
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* Risk Management:

*** Limit firm risk exposure…