Trust Team Manager jobs in New Hampshire
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
Team Lead, Trust Administration
- Fidelity Personal Trust Company, FSB
-
, NH
FULL_TIME
- Job Description: The Role Due to our growth, Fidelity Personal Trust Company seeks a Team Lead, Trust Administration for our Merrimack, NH or Greenville, DE location! As an integral member of the Trust Administration group, this role provides daily oversight and direct management of 5 to 8 trust professionals. The Expertise and Skills You Bring Bachelor's Degree or equivalent with 12 years financial services experience MBA, JD, CTFA, CFP are a plus 5 years Trust Services background. Significant knowledge of trust and fiduciary products and services, income and principal accounting, personal and trust income taxation, estate tax, gift tax, GST tax, investments, trust and estate law, and estate planning and retirement planning. Leading, mentoring and developing a team of Senior Trust Officers, Trust Officers, and Associate Trust Officers with complex books of business consisting of trust accounts where FPTC serves as Trustee, Co-Trustee or Agent for Trustee for personal trust accounts. Excellent communication, presentation and client relationship management skills. Ability to convey complex information understandably. Adapts easily to a changing priority, balances multiple tasks, and prioritizes work to maintain efficiencies. Collaborates with team members to perform periodic reviews of client relationships for risk assessment, enhancement of services, and identification of new business opportunities. Partners closely with other Trust Team Leads for consistency across all trust administration, creating a climate of teamwork that recognizes the importance of cross-business collaboration, ensuring business and development goals are met. Works with Regional Trust Specialists, Vice President / Chief Fiduciary Officer, Fiduciary Officers, Trust Tax Group and other business partners to manage fiduciary risk and enforce, develop and implement policies and procedures for trust administration. Participates in decisions and provides guidance with respect to discretionary and non-discretionary distributions from trusts, including the review of requests for content and appropriate supporting documentation, review of powers to adjust or unitrust conversions, special investment requests, etc. The Team Fidelity Personal Trust Company, “FPTC” is a federally chartered trust company offering personal trust services to Fidelity’s high net worth customers in every state. The Team Lead provides leadership of a trust administration team to ensure accurate administration of FPTC’s trust business and reports to the Vice President, Trust Administration. The position interfaces directly with prospects, clients and advisors supporting FPTC’s high net worth clients, other Team Leads, Regional Trust Specialists, Fiduciary Officers, Tax Officers, Operations, Compliance and Legal. We take great pride in building strong and positive relationships with our customers, providing sound fiduciary guidance, and delivering an outstanding customer experience. Certifications: Category: Investment Operations At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
- 2 Months Ago
AE - Merchandising Team Leader (Assistant Manager) - US
- Merchandising Team Leader (Assistant Manager) - US - American Eagle Outfitters Careers
-
United States, NH
FULL_TIME
- BE PART OF SOMETHING REAL YOUR ROLE As the full-time Merchandising Team Leader, you are the Store Team Leader's "go-to" in developing and implementing the Merchandising strategy for the store. Your pa...
- Just Posted
Primary Prevention Manager
- NH Children's Trust
-
Concord, NH
FULL_TIME
- Summary ABOUT THE NEW HAMPSHIRE CHILDREN’S TRUST New Hampshire Children’s Trust (NHCT) is the Governor-designated statewide child abuse prevention agency, the New Hampshire Chapter of Prevent Child Ab...
- 18 Days Ago
Program Manager: Primary Prevention
- NH Children's Trust
-
Concord, NH
FULL_TIME
- Summary ABOUT THE NEW HAMPSHIRE CHILDREN’S TRUST New Hampshire Children’s Trust (NHCT) is the Governor-designated statewide child abuse prevention agency, the New Hampshire Chapter of Prevent Child Ab...
- 18 Days Ago
Sr. Relationship Manager
- Cambridge Trust Company
-
Manchester, NH
FULL_TIME
- Summary: Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Man...
- 24 Days Ago
Construction Lending Portfolio Manager
- Enterprise Bank and Trust Company 2
-
Hudson, NH
FULL_TIME
- Enterprise Bank, is a growing and successful commercial bank where your talents will be recognized. Consistently being recognized both nationally and locally as a “Top Place to Work”, Enterprise Bank ...
- 15 Days Ago
Trust Team Manager jobs at Popular Companies
Senior Family Trust Manager
- Willbanks, Inc
-
Missouri City, TX
- Job Description Job Description Sr. Family Trust Manager We are looking for an energetic and experienced Sr. Family Trus...
- 4/19/2024 12:00:00 AM
Executive Assistant
- New World Symphony
-
Miami Beach, FL
- Company Description The New World Symphony (NWS) prepares graduates of music programs for leadership roles in profession...
- 4/19/2024 12:00:00 AM
Client Services Specialist
- Cooperative Funeral Fund, Inc.
-
Madison, CT
- Job Description Job Description We are seeking a dedicated Client Services Specialist to join our team. As a member of C...
- 4/18/2024 12:00:00 AM
Trust Manager
- Financial Recruiters International
-
Houston, TX
- Currently seeking Trust Manager candidates for two positions. Both are with community banks in the Houston and surroundi...
- 4/17/2024 12:00:00 AM
TRUST & ESTATES PARALEGAL
- Gillard Associates
-
Boston, MA
- Job Description Job Description Trusts and Estates administrative paralegal Manage high volume of complex estate adminis...
- 4/17/2024 12:00:00 AM
Trust Manager
- Financial Recruiters International
-
Houston, TX
- Currently seeking Trust Manager candidates for two positions. Both are with community banks in the Houston and surroundi...
- 4/16/2024 12:00:00 AM
Controller
- Profile Homes
-
Pineville, NC
- Job Description Job Description Excellent opportunity for an experienced financial professional to join the leadership t...
- 4/16/2024 12:00:00 AM
Director of Major Gifts
- Springbrook
-
Oneonta, NY
- Director of Major Gifts Salary starts at $100,000/year Position Summary: The Springbrook Foundation is seeking a skilled...
- 4/16/2024 12:00:00 AM
About New Hampshire
New Hampshire is part of the six-state New England region. It is bounded by Quebec, Canada, to the north and northwest; Maine and the Atlantic Ocean to the east; Massachusetts to the south; and Vermont to the west. New Hampshire's major regions are the Great North Woods, the White Mountains, the Lakes Region, the Seacoast, the Merrimack Valley, the Monadnock Region, and the Dartmouth-Lake Sunapee area. New Hampshire has the shortest ocean coastline of any U.S. coastal state, with a length of 18 miles (29 km), sometimes measured as only 13 miles (21 km). New Hampshire was home to the rock forma...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$126,378 to $178,805
Most Popular Cities in New Hampshire for Trust Team Manager Jobs
What does a Trust Team Manager do?
Trust Team Manager in Nassau, NY
The team manager needs to demonstrate trust in their team members – employees who sense that their manager doesn’t trust them are likely to feel disengaged and less likely to go the extra mile.
January 20, 2020
Trust Team Manager in Parkersburg, WV
Everyone accepts that delegating tasks is the key to being an effective manager.
February 22, 2020
Trust Team Manager in Bismarck, ND
Of course, trust in any type of collaboration is vital but when team members rarely or never see each other in person they are less likely to build trusting relationships between each other. Team members may also have competing priorities if they are part of several concurrent project teams and so showing that they are trusted will help them stay on track.
December 31, 2019
The position of a manager comes with a new office, new staff, new ideas, new personalities and new responsibilities.
December 01, 2019