Trust Managing Director

Company: Windward Recruiting
Location: Aurora
Posted on: November 6, 2024

Job Description:

Personal Trust Director - West Suburb of Chicago
The Personal Trust Director focuses on three main objectives: managing the Trust team, driving business growth, and integrating Trust Operations and Compliance practices. The location is flexible, with offices in West Chicago Suburbs and downtown Chicago.
DUTIES & RESPONSIBILITIES

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• Lead and manage the Trust Team, which is made up of ten (10) sales and relationship managers, and operations personnel.
  
• Oversee administrative activities related to estates, trusts, guardianships, and agency accounts.
  
• Cultivate and leverage networks to establish and expand client relationships.
  
• Directly manage or delegate client relationships to internal Trust advisors.
  
• Foster relationships within the Wealth team to enhance service offerings.
  
• Oversee the creation of financial plans for clients, including investment advice, risk management, and trust options.
  
• Ensure compliance with federal and state regulatory fiduciary policies.
  
• Engage the team in continuous learning of trust, tax, and related subjects.
  
• Regularly evaluate and improve complex processes, policies, and procedures.
  
• Partner with EVP to create an annual budget and establish strategic goals.
  
  QUALIFICATIONS
  
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  • Bachelor's degree in business, finance, or a related field.
    
  • JD, CFP, or CTFA is not required but strongly preferred.
    
  • 10 or more years of experience in Trust Administration, including management of people and processes
    
  • Advanced knowledge of estate and tax planning strategies, state and federal trust, tax, and financial regulations.
    
  • Client-focused with strong decision-making skills.
    
  • High level of confidentiality and privacy for client information.
    
  • Proactive relationship building and growth mindset with both clients and colleagues alike.
    
  • Superior attention to detail, organization and time management while being self-directed and accountable.
    
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Keywords: Windward Recruiting, Racine , Trust Managing Director, Executive , Aurora, Wisconsin