Trust Division Manager, EVP

Reference Number: MF 585
Location: Nationwide

Our client is a reputable bank with a strong presence in a three state region. Despite challenging economic times they have not only weathered the storm, but have turned excellent profits.

 

They are currently looking to add to add an EVP to Manage Trust and Investment Services.

 

The qualified person will be able to not only effectively manage the trust administration but also lead the new business efforts of the wealth management department. The person must be able:

  • to work well other people
  • effectively communicate department strategies
  • to cross-sell all bank services and products by deepening relationships
  • to actively network within community and professional associations
 

Additionally, a qualified candidate must have experience in:

·        the administration of all trust services

·        tax and legal aspects of estate planning

·        full service brokerage

·        investment reports

·        a variety of trust products and services including retirement plans, personal trusts, pensions, financial planning, etc.

 

In addition to possessing a strong track record in the above listed responsibilities, a strong candidate will also have the following qualifications:

  • 10 years of experience in management role
  • A bachelors degree
  • An MBA, JD or CPA is not required but highly desirable
 

In addition to an aggressive compensation plan, our client is also willing to offer relocation assistance for qualified candidates. This position has also has a defined career promotion plan as a part of senior management.