Head of Trust & Estates

Head of Trust & Estates

200B AUM Financial Services Firm
Published
March 24, 2021
Location
New York City, Long Island, West Palm Beach, San Fransisco, Los Angeles, United States

Description

Head of Trust & Estates

200B AUM Financial Services Firm

Can be based out of New York City, Long Island,
San Francisco, Los Angeles, or West Palm Beach

 

Overview
200B+ AUM National Financial Services firm seeks a Head of Trust & Estates to build-out and lead an UHNW focused trust & estates administration program.

Entrepreneurial, “start-up” culture with a track record of innovation and success.

 

Highlights

  • Opportunity to build a preeminent trust and estates platform by partnering with Financial Advisors and their clients to advise on comprehensive trust & estate planning and trust administration solutions for high net worth and ultra high net worth clientele.
  • Build and expand partnership relationships with external independent corporate trustee partners to streamline trust administration processes.
  • Develop and maintain relationships with centers of influence such as attorneys and CPAs to help facilitate estate planning for clients and transfer of related trust assets.
  • Build knowledge sharing programs leveraging online and offline channels to educate the financial advisors on leading edge trust and estate content
  • Competitive compensation package inclusive of base salary and
    performance based bonuses
  • Ability to work from New York City, Long Island, San Fransico, Los Angeles, or West Palm Beach

 

Requirements

  • Business development success in the trust & estates expertise area
  • Experience with high-net-worth client consultations, including review and analysis of current estate planning documents to determine trust opportunity and viability of moving relationship
  • Knowledge of the directed trust model and trust situs including South Dakota, Delaware and Tennessee
  • JD required
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