Trust Team Manager jobs in the United States

Trust Team Manager manages and oversees a team of Trust Officers assigned to the largest and most complex trust accounts. May manage the administration of other credit and wealth management related products and services. Being a Trust Team Manager typically requires a bachelor's degree. Typically reports to a head of a unit/department or Top Executive. The Trust Team Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Trust Team Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Relationship Manager (Institutional Trust)
  • Union Bank and Trust
  • Minneapolis, MN FULL_TIME
  • Position Title: Relationship Manager (Institutional Trust)

    Full Time Position

    Position Overview: This position will aid in developing and maintaining strong customer relations with internal and external clients while seeking new business opportunities for current and prospective clients. Serve as the main point of contact and Relationship Manager for Defined Benefit Pension and Health and Welfare Accounts.

    Immediate Supervisor: Chief Trust Officer

    Primary Responsibilities:

    • Serve as primary contact of assigned employee benefit accounts.

    • Serve as a member of an experienced Administration and Relationship Management team that services all accounts, coordinates activities with them. You would also need to learn the team’s responsibilities to engage and back them up as needed.

    • Ensure that client requests are accommodated and responded to in a timely fashion.

    • Ensure that administration support is communicating effectively with internal teams to execute client directed transactions and trading activity daily.

    • Serve as a Trust Officer and participate in Trust Officer meetings, work with the Trust Administration Review Group and the Fee and Acceptance Groups.

    • Coordinate with bank professionals on shared accounts and new prospective accounts to maximize client satisfaction, service, and growth for the organization.

    • Work in a professional manner with Plan Sponsors, Third-Party Administrators, Investment Managers, Investment Consultants, Auditors, Legal Counsel, and any other agents of the client.

    • Review plan documentation, and other legal documents as necessary in our serving as Trustee or Custodian for UB Trust Department accounts.

    • Direct and oversee support personnel to prepare analysis and special reporting as needed by clients and their service providers.

    • Review and maintain administrative procedures.

    • Ensure and oversee that support personal review daily trial balance, including security, distribution, and contribution transactions.

    • Complete new account and closing account documentation, providing any needed direction to the support personnel.

    • Ensure trade tickets executed based on client needs and properly completed by support personnel.

    • Review monthly account fees for accuracy and approval. Follow up on overdue fees.

    • Diligently work to meet with all clients, build on current relationships and foster a trusted partner relationship.

    • Attend client trustee meetings as assigned or invited.

    • Assist in the completion of RFP proposals and participate in the business development process and use Saleforce.com to track these activities.

    • Attend periodic training meetings, including local business group meetings, national conferences and trade show conventions as directed or recommended by Chief Trust Officer.

    • Assist in the training of the Support Group.

    • Assist in or assign research projects (both internal and client requested).

    • Some travel required.

    • Other duties as assigned.

    Education and Experience Requirements:

    • College Education preferred.

    • Minimum of 3 years’ experience in a Relationship Management capacity (Trust and custody organization preferred)

    • Trust accounting software experience preferred.

    • 3 years of relevant experience in trust, financial services and or employee benefit plan experience.

    • Exceptional understanding Defined Benefit plans and the role of the custodian is preferred, other related backgrounds will be considered.

    • Understanding of employee benefit plans and experience with Taft-Hartley plans a plus.

    • Ability to manage and prioritize multiple projects, organize job responsibilities and work independently with attention to detail and follow through.

    • Excellent communication skills (oral and written).

    • Proficient in Windows office environment (Microsoft Word, Excel, PowerPoint, Access).

    • Professional presence and ability to thrive in a client facing role.

    • Strong demonstrated leadership and supervisory experience a plus.



    #hc145723
  • 7 Days Ago

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Accounting Manager (Trust Department)
  • Commercial Bank & Trust Co
  • Paris, TN FULL_TIME
  • Role and Responsibilities:Post and maintain Trust Ledger including interfaces and trade settlements. Reconcile cash daily as well as bank and brokerage Statements. Pay bills for trust, estate, and age...
  • 15 Days Ago

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Network Administrator - Crews Bank & Trust IT Team
  • Crews Bank & Trust
  • Port Charlotte, FL FULL_TIME
  • DescriptionJoin Our Innovative TeamAre you passionate about technology and looking to make a meaningful impact in a dynamic, collaborative environment? We are a forward-thinking community bank looking...
  • 24 Days Ago

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SVP, Relationship Manager Team Lead
  • Enterprise Bank & Trust
  • San Diego, CA FULL_TIME
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to ...
  • 15 Days Ago

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Webmaster 2 - Website Manager
  • Website Manager - Team Georgia Careers
  • Atlanta, GA FULL_TIME
  • We at the Georgia Department of Agriculture (GDA) take our responsibilities to you very seriously and are committed to protecting and promoting Georgia's agriculture through superior service and leade...
  • 4 Days Ago

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REGIONAL MANAGER OF WEALTH MANAGEMENT & TRUST - Indianapolis
  • Careers at Stock Yards Bank & Trust Co.
  • Indianapolis, IN FULL_TIME
  • As a Regional Manager of Wealth Management & Trust, your day will be filled with opportunities to build and develop all facets of the Wealth Management Business in the Indianapolis market. Emphasis wi...
  • 15 Days Ago

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Project Executive
  • Vertical Mechanical Group
  • Sterling, VA
  • At Vertical Mechanical Group (VMG), we are always seeking talented individuals to join our growing team. Our commitment ...
  • 11/14/2024 12:00:00 AM

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Communications Research & Evaluation Manager
  • Ripple Effect
  • Rockville, MD
  • Are you passionate about understanding and improving communication strategies? Do you thrive on analyzing data and makin...
  • 11/13/2024 12:00:00 AM

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Facilitator, Mid-Level, Federal Contracting - Contingent
  • IMSolutions, LLC
  • Washington, DC
  • Facilitator, Mid-Level, Federal Contracting - Contingent Remote Full Time #1213 - Client Services Mid Level Share (https...
  • 11/13/2024 12:00:00 AM

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Head of Executive Compensation, P&C Business Operations & Strategy
  • Zayo Group, LLC
  • Ashburn, VA
  • Company Description Zayo provides mission-critical bandwidth to the world's most impactful companies, fueling the innova...
  • 11/11/2024 12:00:00 AM

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Facilitator, Mid-Level, Federal Contracting
  • IMSolutions, LLC
  • Gaithersburg, MD
  • IMSolutions seeks a strategic and experienced Mid-Level Facilitator to fill an exciting opportunity working in federal g...
  • 11/10/2024 12:00:00 AM

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Project Executive
  • Vertical Mechanical Group Inc
  • Sterling, VA
  • At Vertical Mechanical Group (VMG), we are always seeking talented individuals to join our growing team. Our commitment ...
  • 11/10/2024 12:00:00 AM

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Wealth Management Client Associate
  • Select Recruiting Group, LLC
  • Leesburg, VA
  • Seeking a Wealth Management Client Associate to join our client's team. Our client has over 20 years of proven wealth an...
  • 11/10/2024 12:00:00 AM

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Network Architect
  • Leidos
  • Washington, DC
  • Description Leidos has an opening for a Network Architect to support a program for the Federal Retirement Thrift Investm...
  • 10/24/2024 12:00:00 AM

Income Estimation for Trust Team Manager jobs
$126,323 to $178,726

Career Path for Trust Team Manager