Trust Team Manager jobs in Harrington, DE
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)
Recently Added Trust Team Manager jobs
National Trust Manager
- Comerica Bank
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Wilmington, DE
FULL_TIME
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Manager of Trust AdvisorsIndividuals in this role are responsible for managing a team of 10 - 15, including Trust Advisors, Trust Administrators and Trust Client Assistants ensuring compliance with corporate and regulatory policies and practices in the administration of Trust accounts. Individuals in this role would utilize their fiduciary/administrative expertise in addressing issues in the region's book of business, provide fiduciary training as needed, and are a resource to their colleagues while managing their own book of HNW and complex Personal Trust Accounts. Individuals in this role have direct and indirect responsibility for new business development and they have direct responsibility for ensuring a client experience that exceeds expectations along with reducing attrition.Position Responsibilities:Administration / Compliance
- Manage larger and more complex personal trust accounts in accordance with the terms of the various governing documents, applicable law, corporate and personal trust policies which are consistent with the needs of the principals, income beneficiaries, and remaindermen.
- Review, analyze and interpret documents for direction; evaluate account information for completeness and accuracy, monitor and review account transactions, respond to incoming correspondence and client requests while ensuring decisions are made in a prudent and responsible fashion.
- Provide premier client service at all times to include interactions with Financial Advisors and families while ensuring decisions are aligned with fiduciary requirements.
- Coordinate the implementation and review of investment programs, working with the Alliance Investment Unit and Trust Partners.
- Collaborate with the appropriate internal partners (TRUST ADVOCACY) to resolve and respond to issues brought forth by principals, income beneficiaries, and remaindermen such as requests for special distributions, fee issues, or disputes.
- Perform trust compliance requirements including but not limited to Administrative Account reviews on all accounts in accordance with policy, presenting proper documentation and rationale for discretionary actions, completing all required corporate compliance training and ensuring account administration aligns with all policies.
- Remain current on fiduciary/tax/legal changes that impact administration of accounts.
- Meet all requirements for remediation of exceptions or any other issues with accounts that require attention.
- May manage large family relationships and multigenerational trusts.
- Responsible for ensuring colleagues are compliant with expectations for their account administration i. e. administrative reviews are completed timely each month, overdrafts are cleared within 45 days, outstanding exceptions are addressed ongoing and remediated timely.
- Participate and assist programs to improve efficiencies, improve client service and/or to improve business outcomes for Comerica Trust Alliance. Actively contributes to the team, collaborating and providing feedback on operational improvements.
New Business Development- Assists new business opportunities with the Business Development Officers (Trust Specialists) participating, as needed, in prospect and client meetings to expand existing relationships.
- Attend meetings and provides presentations with internal and external referral sources to encourage business development.
- Provide the opportunity for colleagues to create or expand connections with centers of influence, while creating opportunities for themselves.
Leadership and Management- Provide leadership and mentorship to team members creating opportunities for growth and development within their roles.
- Create an atmosphere of accountability for client service, an expectation of proactive client contact and an expectation that colleagues adhere to client communication guidelines.
- Establish an expectation that colleagues are accountable to attrition results in their book of business.
- Accountable for attrition results in the regional book of business and Alliance Trust as a whole.
- Supervise direct reports in management of day to day activities, enhance their professional development, and improve staff performance. Review reports which assist in measuring the overall performance of the designated work unit.
Dimension and Scope Data* 10-15 staff * $15 M in regional revenue/$2.5 M in new sales annually * 1,500 accounts * Multi-office responsibilitiesWilmingtonPosition Qualifications:- Bachelor's Degree from an accredited university
- At least 5 years staff management experience
- At least 10 years Fiduciary Administration experience
- CFP (Certified Financial Planner) preferred
- CTFA (Certified Trust and Fiduciary Advisor) preferred
8:00am - 5:00pm Monday - Friday
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity. - 25 Days Ago
Team Lead Trust and Estate Administration
- City National Bank
-
Wilmington, DE
FULL_TIME
- TEAM LEAD TRUST AND ESTATE ADMINISTRATION WHAT IS THE OPPORTUNITY?Responsible for managing and directing all trust activities (e.g. conservatorships, testamentary/intervivos trust, estates, revocable ...
- 1 Month Ago
Business Control Manager - City National Trust & Estates & RBC Delaware Trust
- City National Bank
-
Wilmington, DE
FULL_TIME
- BUSINESS CONTROL MANAGER - CITY NATIONAL TRUST & ESTATES & RBC DELAWARE TRUST WHAT IS THE OPPORTUNITY?This position is responsible for the development and recommendations of risk metrics for City Nati...
- 1 Month Ago
Sales Account Manager
- Team Hired
-
Newark, DE
FULL_TIME
- Achieve Your Career Ambitions - Join Us as a Sales Account Manager Today! Do you have an insatiable drive to succeed? Are you someone who thrives in a fast-paced, challenging, and rewarding environmen...
- 13 Days Ago
Market Manager
- Clae Goldman Team
-
Wilmington, DE
FULL_TIME
- Are you a driven Leader seeking a dynamic opportunity in Wilmington, DE? Join the Clae Goldman Team, where success and innovation meet. We offer a competitive salary of $50,000 plus Commissions on the...
- 1 Month Ago
Client Care Manager
- CC Consulting Team
-
Kennett, PA
FULL_TIME
- We’re seeking a positive, personable customer service representative for a rewarding career opportunity! You’ll connect with new people, tackle tough problems, and raise the bar on an excellent custom...
- 1 Month Ago
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0 Trust Team Manager jobs found in Harrington, DE area
Director, Technical Program Management - Card Data Tech
- Hiring Now!
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Dover, DE
- Center 1 (19052), United States of America, McLean, Virginia Director, Technical Program Management - Card Data Tech Abo...
- 4/27/2024 12:00:00 AM
Manager, Technology Risk - Enterprise Services Risk Office - ES Risk
- Hiring Now!
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Dover, DE
- Center 3 (19075), United States of America, McLean, Virginia Manager, Technology Risk - Enterprise Services Risk Office ...
- 4/27/2024 12:00:00 AM
Senior Manager, Technical Program Management (Card Data Tech)
- Capital One
-
Salisbury, MD
- West Creek 1 (12071), United States of America, Richmond, Virginia Senior Manager, Technical Program Management (Card Da...
- 4/27/2024 12:00:00 AM
Manager - The Accelerator Team (ESR)
- Hiring Now!
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Salisbury, MD
- Center 3 (19075), United States of America, McLean, Virginia Manager - The Accelerator Team (ESR) At Capital One, we are...
- 4/27/2024 12:00:00 AM
EPX Risk Leader - Enterprise Services Risk Office (ES Risk)
- Hiring Now!
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Salisbury, MD
- Center 3 (19075), United States of America, McLean, Virginia EPX Risk Leader - Enterprise Services Risk Office (ES Risk)...
- 4/27/2024 12:00:00 AM
Operations Management Trainee
- Perdue Farms, Inc.
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Salisbury, MD
- Perdue Foods is part of Perdue Farms, a family-owned company heading into its second century of growth and innovation. W...
- 4/26/2024 12:00:00 AM
Operations Manager
- MoveUp Consulting
-
Millsboro, DE
- Job Description Job Description Job Title: Operations Manager Location: 30505 DuPont Blvd, Millsboro DE 19966 Job Type: ...
- 4/23/2024 12:00:00 AM
Continuous Improvement Manager 3
- Perdue Farms
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Milford, DE
- Perdue Foods is part of Perdue Farms, a family-owned company heading into its second century of growth and innovation. W...
- 4/23/2024 12:00:00 AM
About Harrington, Delaware
Harrington is a city in Kent County, Delaware, United States. It is part of the Dover, Delaware Metropolitan Statistical Area. Harrington hosts the annual Delaware State Fair each July. The population was 3,562 at the 2010 census.
Harrington is located at 38°55′25″N 75°34′40″W / 38.92361°N 75.57778°W / 38.92361; -75.57778 (38.9237244, -75.5777033).
According to the United States Census Bureau, the city has a total area of 2.0 square miles (5.2 km2), of which, 2.0 square miles (5.2 km2) of it is land and 0.04 square miles (0.10 km2) of it (1.48%) is water....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$131,473 to $186,014
Harrington, Delaware area prices
were up 1.0% from a year ago
were up 1.0% from a year ago
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