Trust Team Manager jobs in Irving, TX

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)

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Onboarding Relationship Manager
  • Equity Trust
  • Dallas, TX FULL_TIME
  • *This position is located in our Dallas, TX office but eligible for a hybrid remote schedule. 

    JOB OVERVIEW:
    The EAS Onboarding Relationship Manager is responsible for coordinating and executing successful new Advisor, Third Party Manager and Broker Dealer transitions onto the EAS platform. The Onboarding Relationship Manager will partner with the Business Development Manager, EAS Product Development Team, Operations Manager, and a Relationship Manager, to successfully onboard the new advisor and/or firm. The primary responsibilities will include creating, managing, and completing their onboarding plan to fulfill a successful transition and to maximize customer satisfaction. This includes creating Adobe packages for signatures, creating databases, updating databases as needed, establishing aggregator connections with Orion and leading Onboarding meeting with the new advisor and their team.  The Onboarding Relationship Manager will take the lead on efficiently bringing the new firm’s accounts onto our platform and training individuals at the firm on our systems and processes. This includes documenting the onboarding process, delivering Advisor training, and keeping materials updated. They will also serve as a liaison between Sales, EAS Operations, ETC Brokerage and vendors for the purpose of onboarding new relationships and ensuring all parties are aware of critical issues. The Onboarding Relationship Manager must continue to develop and maintain knowledge of our core business processes and systems to best support the transition of new firms to the EAS platform. 

    RESPONSIBILITIES & DUTIES:
    • Effectively obtains an in depth understanding on each new firm’s expectations and timelines.
    • Work with the Onboarding Associate to coach and train them on the onboarding process.
    • Develop, outline, and communicates transition and training plans to meet the firm’s needs and expectations.
    • Collaborates with the Sales Team and EAS Relationship Manager(s) to identify service needs, training needs, and communication plan for the new firm through the onboarding process.
    • Ensures required systems are established and configured to effectively accommodate the new firm.  This includes data base set up, maintenance, and establishing 3 party connections to Orion. 
    • Provides plan of action to EAS teams and maintains timeline of execution with deadline dates for a successful transition.
    • Collaborates with EAS Sales, Service, Product Development, other Onboarding Associates and Operations to identify designated roles and responsibilities of each party for an onboarding, maintaining oversight for successful execution of transitioning a book of business.
    • Effectively and efficiently assists the firm in transitioning their client accounts onto the EAS platform.  This includes working with the new firm to address any “not in good order” items. 
    • Coordinates the preparation of new account applications, transfer forms, and cash movement requests for client signature.
    • Reviews incoming securities, coordinates the transfer of assets as appropriate and supports any items that are not in good order or need follow up (creating omnibus accounts, fund exceptions/acceptance, adding new funds to the platform, clearing over-the-counter securities).
    • Provides individuals at the new firm with training on EAS forms, processes, and systems.
    • Develop Custom Client facing reports for new and existing advisor relationships.
    • Oversee system access and permissions for all new Advisors and Representatives.
    • Continues to maintain, document, and seek improvements to Onboarding Training Plans and methods.
    • Monitor’s account transitions and proactively coordinates with Relationship Manager to update firm and resolve issues. 
    • Initiates and leads discussions with appropriate parties to address and resolve any roadblocks.
    • Ensures issues are documented, communicated, and escalated on timely basis.
    • Understand trading concepts and provide the necessary tools and training for a firm to effectively manage client asset allocations.
    • Assists in building out tools and resources that firms can use as points of reference for “how-to” questions, EAS procedures and processes, and documents requirements.
    • Backs up the assigned Relationship Managers when requested.
    • Conducts Sales demos when requested.
    • Performs other duties as assigned.
    QUALIFICATIONS:
    • Bachelor’s Degree in Business, Communications, Finance, or related field preferred; relevant work experience in lieu of degree may be considered.
    • Minimum 2 years of experience in financial services industry.
    • Excellent written and verbal communication skills.
    • Strong time management skills and attention to detail.
    • Demonstrates ability to handle multiple priorities, being calm under pressure, a team player, and following through on commitments.
    • Has analytical skills, active listening, professionalism, and is results-driven.
    • Adept at learning and using new technology.
    PROFESSIONAL CERTIFICATIONS:
    • None required
    TECHNICAL SKILLS:
    • Portfolio Management System experience and knowledge desired.
    • Proficient in Microsoft Excel spreadsheet creation and formulas.
    • Proficiency in web-based applications.
    • Ability to use multiple systems for the tracking of transactions, client account information, communication, and daily business activities.
    • Basic level SQL query writing ability preferred 
    • Basic business systems analysis skills
    CULTURAL COMPETENCIES:
    In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies: 
    • Customer Focus
    • Action Oriented
    • Interpersonal Savvy
    • Nimble Learning
    PHYSICAL DEMANDS/WORK ENVIRONMENT:
    This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

    DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
    The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
  • 1 Month Ago

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Trust Administrator
  • Guaranty Bank and Trust NA
  • Addison, TX FULL_TIME
  • The Trust Administrator will perform specialized administrative support within the Trust Department along with performing back up duties to the Trust Administrative Officer. The job functions include:...
  • 19 Days Ago

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Trust Officer
  • Guaranty Bank and Trust NA
  • Addison, TX FULL_TIME
  • The Trust Officer will perform all functions as necessary to properly administer a group of client accounts in the wealth management department. The GB&T culture is one that creates a positive environ...
  • 16 Days Ago

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Senior Tax Manager - Trust & Estate
  • Jobot
  • Addison, TX FULL_TIME
  • Remote work with growing Top 100 Firm! High salaries and yearly salary/promotion evaluations!This Jobot Job is hosted by: Tori BenderAre you a fit? Easy Apply now by clicking the "Quick Apply" button ...
  • 18 Days Ago

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Compensation Manager
  • First United Bank and Trust
  • Plano, TX FULL_TIME
  • Join Our Team!We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and fo...
  • 21 Days Ago

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Project Manager
  • First Mid Bank & Trust
  • Grapevine, TX FULL_TIME
  • Position: Project Manager Location: Grapevine, TX Job Id: 3434 # of Openings: 1 The Project Manager will be a skilled communicator, critical thinker and team builder who can lead and coach teams throu...
  • 1 Month Ago

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0 Trust Team Manager jobs found in Irving, TX area

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Fitness Assistant Program Manager - Brookfield Office Properties - Irving, TX
  • Exos Partners, LLC
  • Irving, TX
  • Fitness Assistant Program Manager - Brookfield Office Properties - Irving, TX page is loaded **Fitness Assistant Program...
  • 3/28/2024 12:00:00 AM

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Financial Reporting Senior Accountant (SEC/GAAP Reporting)
  • First Horizon Corp.
  • Dallas, TX
  • About Us First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial serv...
  • 3/27/2024 12:00:00 AM

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Pharmacy Executive III/Category Manager - Pharmacy
  • Vizient, Inc.
  • Irving, TX
  • When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to cont...
  • 3/27/2024 12:00:00 AM

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Director, Retail CRM Strategy (Remote)
  • Epsilon Group
  • Irving, TX
  • **Director, Retail CRM Strategy (Remote)** * 6021 Connection Dr, Irving, TX 75039, USA * Employees can work remotely * F...
  • 3/27/2024 12:00:00 AM

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Commercial Relationship Manager
  • First Horizon
  • Dallas, TX
  • This role will be located in Ft. Worth, Texas About UsFirst Horizon Corp. (NYSE: FHN), with approximately $90 billion in...
  • 3/26/2024 12:00:00 AM

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Pharmacy Executive III/Category Manager - Pharmacy
  • Vizient
  • Irving, TX
  • When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to cont...
  • 3/26/2024 12:00:00 AM

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Private Banking Relationship Manager
  • First Horizon
  • Plano, TX
  • About UsFirst Horizon Corp. (NYSE: FHN), with $89.1 billion in assets as of December 31, 2021, is a leading regional fin...
  • 3/25/2024 12:00:00 AM

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Strategic Execution Director - Portfolio of Operations Strategic Initiatives Across Business Areas
  • US Bank
  • Irving, TX
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 3/25/2024 12:00:00 AM

Irving is a principal city in Dallas County in the U.S. state of Texas and it is also an inner ring suburb of the city of Dallas. According to a 2017 estimate from the United States Census Bureau, the city population was 240,373 making it the thirteenth-most populous city in Texas and 93rd most populous city in the U.S. The city of Irving is part of the Dallas–Fort Worth metroplex. Irving includes the Las Colinas community, one of the first master-planned developments in the United States and once the largest mixed-use development in the Southwest with a land area of more than 12,000 acres (4,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$123,186 to $174,298
Irving, Texas area prices
were up 2.2% from a year ago

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