VP, Business Development Officer
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • New Hampshire • Rhode Island • United States
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Job Level
About the role
- Develop personal trust business opportunities by increasing awareness and knowledge of the product offering, trust administration, and fiduciary issues across Wealth Management and Institutional business lines
- Review service model components, system requirements, business processes and procedures, and product positioning for trustee services
- Identify and implement new features and/or distribution channels for personal trust business
- Work with Marketing partners to develop appropriate educational and other material (print, video & webinar)
- Lead a team of Regional Trust Specialists ('RTS') who connect directly with advisors and clients on potential current and successor trustee opportunities
Requirements
- J.D. required
- 13+ years of trust administration, risk and/or wealth planning experience with a trust bank or in the financial services industry
- 5 + years in a people leadership capacity
- CTFA, CFP, FINRA Series 7, 24 are a plus
- Experience with various types of trusts and estate planning documents, income and principal accounting, personal and trust income taxation, estate tax, charitable trusts, gift tax, GST tax, investments, trust and estate law, retirement plans, and the laws and regulations that govern such
- Subject expertise in trust and estate planning to connect strategies to implementation
- Ability to think analytically and strategically and relay complex situations clearly and effectively
- Works independently, juggle multiple tasks, and prioritize work to maintain both accuracy and efficiency
- Demonstrates collaboration skills, and ability to function as a great teammate
- Presents group training and/or acts as a coach/mentor
- Recognizes risk across processes and identify downstream implications of change
- Collaborates and coordinates with Senior management, advisors, attorneys, and tax professionals
- Possesses an outstanding work ethic, integrity, team spirit and judgment
- Experienced in engaging with audit and government regulators to facilitate examination of the bank
- Strong background in compliance, risk management and risk mitigation.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
trust administrationwealth planningestate planningincome accountingprincipal accountingpersonal income taxationtrust income taxationestate taxcharitable trustsrisk management
Soft Skills
analytical thinkingstrategic thinkingcommunicationcollaborationteam leadershipmentoringprioritizationindependenceintegritywork ethic
Certifications
J.D.CTFACFPFINRA Series 7FINRA Series 24