Trust Team Manager jobs in Dallas, TX

The EAS Onboarding Relationship Manager is responsible for coordinating and executing successful new Advisor, Third Party Manager and Broker Dealer transitions onto the EAS platform. The Onboarding Relationship Manager will partner with the Business Development Manager, EAS Product Development Team, Operations Manager, and a Relationship Manager, to successfully onboard the new advisor and/or firm. The primary responsibilities will include creating, managing, and completing their onboarding plan to fulfill a successful transition and to maximize customer satisfaction. This includes creating Adobe packages for signatures, creating databases, updating databases as needed, establishing aggregator connections with Orion and leading Onboarding meeting with the new advisor and their team.  The Onboarding Relationship Manager will take the lead on efficiently bringing the new firm’s accounts onto our platform and training individuals at the firm on our systems and processes. This includes documenting the onboarding process, delivering Advisor training, and keeping materials updated. They will also serve as a liaison between Sales, EAS Operations, ETC Brokerage and vendors for the purpose of onboarding new relationships and ensuring all parties are aware of critical issues. The Onboarding Relationship Manager must continue to develop and maintain knowledge of our core business processes and systems to best support the transition of new firms to the EAS platform. 

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies: 

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.