TDL Staffing

Wealth Management Director (Anchorage)

Listed on October 5, 2019
Job ID: TDLS3974
Company: TDL StaffingIndustry: -
Contact:  |Type:  |
Email: resume@tdlstaffing.comLocation: Anchorage, AK - Alaska
Address: 3601 “C” Street, Suite 1314Pay:  $143,000 Starting Annual Salary
 Anchorage, AK - Alaska 99503Hours:  Mon-Friday and may include weekends

 

 

 

Wealth Management Director for statewide financial institution will be responsible for the overall direction, coordination, and administration of the Trust & Investment Services DepartmentManages and directs all trust and investment management activities, including the development of new trust and investment management business, and coordinates implementation of department policies to promote the growth and profitability of the Trust & Investment Services Department.

This individual will be in a leadership role and must have a desire to grow and expand responsibilities as the bank advances. As such, the Director of Wealth Management must be able to work effectively with all stakeholders to accomplish goals including growth, new business, and client retention.

 

General Description of Duties:

  • Leads and manages relationship development and sales efforts of the Trust & Investment Services Department, sets department and trust officer business development goals to meet corporate objectives; provides coaching, mentoring, training and monitoring to ensure trust & investment officers effectively execute business development program activities; helps establish and execute team calling strategies to support achievement of department business development goals
  • Develops and recommends Trust & Investment Services policies
  • Partners with other bank specialists to provide interdisciplinary expertise to clients when needed. Connects clients across all lines of business at the bank.
  • Represents the bank in business activities and contacts with customers, attorneys, and beneficiaries relating to management of trust and investment management accounts; prepares technical proposals for presentation to existing customers and prospects, including individuals and institutions.
  • Acquires, expands and retains customer relationships by identifying opportunities, strategizing proactive business development activities, cultivating referral networks, and focusing on viable target markets. Proactively builds and develops quality relationships with peers, subordinates, superiors, vendors, regulators, key contacts – including customers, prospective customers and centers of influence, and other associates and leaders within the community and the state
  • Acquires, expands and retains customer relationships by identifying opportunities, strategizing proactive business development activities, cultivating referral networks, and focusing on viable target markets. Proactively builds and develops quality relationships with peers, subordinates, superiors, vendors, regulators, key contacts – including customers, prospective customers and centers of influence, and other associates and leaders within the community and the state.
  • Reviews and recommends acceptance or rejection of potential fiduciary responsibilities of the Trust Department based on regulatory requirements.
  • Oversees and is responsible for the compilation of all information required for trust account and investment management, and individual account tax returns.
  • Performs other work-related duties as assigned.

 

Annual Salary starting at $143,000

Full Benefits package-Medical, Dental, Vision, 401k, 9 paid holidays plus 29 PTO days.

 

Minimum qualifications include:

  • A Bachelor’s degree in business or related field
  • ten years trust, investment or wealth management experience in progressively responsible positions
  • four years management experience
  • Preferred: MBA, JD, CFA or CFP; experience with and in-depth knowledge of the equity and fixed income markets; fifteen years trust, investment or wealth management experience in progressively responsible positions; six years’ management experience.

 

Never an application fee with TDL Staffing
Begin your application online at www.tdlstaffing.com
Call our office for further information or with questions at 907-433-0890
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