Trust Team Manager jobs in Saint Louis, MO

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

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Senior Portfolio Manager- Trust
  • Edward Jones
  • Saint Louis, MO FULL_TIME
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report.

    1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
    Overview:
    Our Edward Jones Trust Company provides personalized investment management and fiduciary services. We are seeking a highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties include consulting with financial advisors, clients and other professionals to review and assess the needs of the client. The portfolio manager will then identify an asset allocation and construct a portfolio that aligns with the client's objectives. The portfolio manager will have ongoing communication with both financial advisors and clients articulating changes and account performance.

    What You Will Do:
    • Providing discretionary management for the most complex trust and High Net Worth portfolios in accordance with clients' unique needs, governing documents, firm guidelines, and fiduciary standards.
    • Partnering with financial advisors to fully understand clients' needs and enhance the overall client experience.
    • Independently establishing an appropriate investment objective, articulating a tailored investment strategy and recommendations, and explaining account performance.
    • Effectively utilizing all available systems, tools, and resources to efficiently execute on trade and rebalancing decisions.
    • Coaching and training less experienced team members on best practices and escalated issues as well as overseeing certain designated functions.
    • Supporting FAs in developing new business by communicating the firm's solutions and value proposition to prospects, in person and through remote delivery.
    • Collaborating closely with Trust Administration, the Client Consultation Group, Trust New Business Team, Advanced Branch Support, and other similar service areas.
    • Leading presentations at client events, regional meetings, seminars and web conferences.
    • Leading initiatives within the Investments Area, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission.
    ​​​​​​What Experience You Need:
    • Bachelors degree required- Business related degree strongly preferred.
    • Masters degree preferred
    • CFA required
    • Ten years financial services experience.
    • Minimum six years experience in portfolio management or related roles that required making investment recommendations relied upon by others.
    • Expert-level understanding of investments and portfolio management strategies, Modern Portfolio Theory, Prudent Investor Rule and Uniform Trust Code.
    • Familiarity with multiple accounting, performance, data, and trading systems
    • Proficiency in evaluating and distilling investment research from Edward Jones and other providers.
    • Demonstrated experience with estate planning principles, taxes, insurance and other financial planning-related items.
    • Strong verbal and written communications skills with ability to provide concise, relevant market commentary and explain sometimes complex investment terms to clients.
    • Proven ability to articulate Edward Jones' investment philosophy, investment strategies, and account performance, as well as answer questions to help build relationships with clients and FAs.
    • Experience in mentoring and providing feedback to fellow associates and/or serving as a point of escalation for complex or difficult decisions.
    *Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
  • 1 Month Ago
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Estate Settlement Team Leader- Trust Services
  • Edward Jones
  • Saint Louis, MO FULL_TIME
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
  • 13 Days Ago
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Specialized Banking Product Manager
  • Enterprise Bank & Trust
  • Bridgeton, MO 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 ...
  • 17 Days Ago
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Specialized Banking Product Manager
  • Enterprise Bank & Trust
  • Maryland, MO 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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Treasury Management Relationship Manager III
  • First Mid Bank & Trust
  • Edwardsville, IL FULL_TIME
  • Position: Treasury Management Relationship Manager III Location: Edwardsville, IL Job Id: 3517-1 # of Openings: 1 Responsible for calling on, developing and maintaining Commercial deposits and Treasur...
  • 26 Days Ago
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Trust Administrative Assistant
  • Midwest Trust Company
  • CLAYTON, MO FULL_TIME
  • DescriptionTrust Administrative AssistantMidwest Trust Company - Clayton, Missouri If you are dedicated, disciplined, and client-focused, we have an opportunity for you to join our firm as a Trust Adm...
  • 11 Days Ago
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0 Trust Team Manager jobs found in Saint Louis, MO area

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Assistant General Manager
  • Panera Bread
  • Saint Louis, MO
  • PANERA CAFE ASSISTANT GENERAL MANAGER Want to work in a place where you can learn, laugh, be supported, be yourself, rea...
  • 4/26/2024 12:00:00 AM
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IT Department Manager - Monitoring and Observability
  • Enterprise Holdings
  • Saint Louis, MO
  • Overview: Enterprise Mobility is the worlds largest car rental operator and an industry leader in mobility and technolog...
  • 4/26/2024 12:00:00 AM
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Partner Liaison ( remote based)
  • psg
  • Granite City, IL
  • Type of Requisition: Regular Clearance Level Must Be Able to Obtain: None Public Trust/ Other Required: Other Job Family...
  • 4/26/2024 12:00:00 AM
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TWC - Project Superintendent - Commercial Construction
  • Mechanical Solutions Inc.
  • Saint Louis, MO
  • Job Description Job Description Salary: COMPANY PERKS AND CULTURE Career Advancement - Our company believes in promoting...
  • 4/25/2024 12:00:00 AM
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i-team Director
  • Johns Hopkins University
  • Saint Louis, MO
  • i-team Director Bloomberg Center of Public Innovation St. Louis, MO Overview The Bloomberg Center for Public Innovation ...
  • 4/25/2024 12:00:00 AM
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Project Manager, Operational Excellence, Manufacturing
  • Integrated Project Management
  • Saint Louis, MO
  • #LI-Hybrid Relocation Assistance is Available For more than three decades, premier organizations have trusted IPM to hel...
  • 4/25/2024 12:00:00 AM
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Operations Manager, Public Sector
  • Scale AI, Inc.
  • Saint Louis, MO
  • Scale's Federal customer base is growing rapidly, and you will be on the front lines of machine learning (ML) operations...
  • 4/23/2024 12:00:00 AM
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Assistant General Manager
  • Panera Bread
  • Saint Louis, MO
  • PANERA CAFE ASSISTANT GENERAL MANAGER Want to work in a place where you can learn, laugh, be supported, be yourself, rea...
  • 4/22/2024 12:00:00 AM
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About Saint Louis, Missouri

St. Louis (/seɪnt ˈluːɪs/) is an independent city and major inland port in the U.S. state of Missouri. It is situated along the western bank of the Mississippi River, which marks Missouri's border with Illinois. The Missouri River merges with the Mississippi River just north of the city. These two rivers combined form the fourth longest river system in the world. The city had an estimated 2017 population of 308,626 and is the cultural and economic center of the St. Louis metropolitan area (home to nearly 3,000,000 people), which is the largest metropolitan area in Missouri, the second-largest ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$121,656 to $172,124
Saint Louis, Missouri area prices
were up 0.7% from a year ago
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What does a Trust Team Manager do?

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