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)
Overview
National Advisors Trust Company (NAT) is a federally chartered trust company with ~$10 billion in assets under administration. Founded in 2001, NAT provides corporate directed trustee and custodian services to the financial services industry and the clients they serve. NATC’s strong and growing asset base makes the company one of the nation’s largest independent trust companies.
The culture within NAT is evolving as NAT continues to adapt and grow in an wealth management industry constantly changing. With a relatively flat organizational structure, the firm’s culture aligns with individuals who have an appetite to ask questions, contribute content, offer new or better solutions, galvanize internal relationships, and serve clients at the highest levels. Due to NAT’s desire to grow, scale the trust referral intake process, and deliver an outstanding client experience onboarding new trust accounts with our advisor community, we are currently seeking a Trust New Business Onboarding Leader.
Responsibilities
The Trust New Business Onboarding Manager leads the staff responsible for the intake of trust new business referrals. This role interfaces daily with clients, Trust Officers, and the trust new business staff to fully onboard new trusts. This role is responsible for delivering outstanding client experiences to the client firms in the NAT network in such a manner to generate additional trust referrals. Trust new business is a critical function at NAT and this position is a critical success factor for the growth of NAT’s trust account portfolio. The Advisor Relations team is responsible to generate interest and source trust referrals and the Trust New Business team is responsible perform the duties to onboard. The individual in this role is results-driven, passionate about delivering an incredible client experience, highly responsive, and committed to coaching and growing teammates across the trust knowledge spectrum. The Trust New Business Onboarding Manager provides oversight of risk reviews for trust acceptance with National Advisors’ Risk Committee. Overall, this role is a producer for new trust business and is laser focused on delivering an outstanding client journey through the onboarding of a new trust into NAT.
Some key duties of the role include:
Qualifications
Benefits: National Advisors offers a wide range of employee benefits including 401K with company match, medical, vision and dental healthcare plans, paid time off, professional growth and internal promotion opportunities due to continuous organizational growth. NAH offers a competitive salary.
Physical Requirements
This job description is subject to change at any time