MRI Spokane
Trust Market Manager
MRI Spokane, Denver, Colorado, United States, 80285
Job Details
Description
Responsible for high net worth client acquisition and management of those relationships in coordination with other business line specialists across MidFirst Bank. Engages practice experts in various lines of business to deliver products and services across the full breadth of MidFirst based on client needs. Establishes relationships with centers of influence and internal MidFirst partners. Consults with clients regarding their unique financial needs to help manage, preserve and transfer their wealth.
Salary Range: $125,000.00 - $175,000.00. Compensation is aligned to experience, skills and education. The bank offers a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position. This position is expected to be posted through September 1, 2024. If the position has not been filled by the expected date, the date may be extended and will be updated on the job posting.
Bachelor degree, preferably in finance or a business-related field of study5+ years of financial services product and service recommendation experience for services such as investment management, brokerage, private banking, wealth planning, trust, and individual retirement.5+ years of experience with high net worth client portfolios across a broad array of wealth management products and services5+ years working experience in trust and estate administration and planning required5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desiredExisting book of business cultivated through personal business development effortsStrong management acumen with the ability to effectively lead a diverse team of professionals to include coaching, performance evaluations, problem solving, etc.Relationship management experienceExperience teaming with specialists from different disciplines to meet the complex financial needs of clientsWell-developed centers of influence networkAdvanced knowledge of trust and estate services and applicable lawsCTFA or other trust certification desirableWorking knowledge of trust accounting and related systemsProven business development skillsAdvanced proficiency in verbal and written communicationExcellent attention to detailAbility to be effective under pressureAdvanced ability to prioritize and multi-taskAbility to professionally interact with all levels of employees and clientsAbility to respect and hold confidential informationEffectively work independently as requiredEstablish priorities and follow through to completionDependable, cooperative, flexible
Description
Responsible for high net worth client acquisition and management of those relationships in coordination with other business line specialists across MidFirst Bank. Engages practice experts in various lines of business to deliver products and services across the full breadth of MidFirst based on client needs. Establishes relationships with centers of influence and internal MidFirst partners. Consults with clients regarding their unique financial needs to help manage, preserve and transfer their wealth.
Salary Range: $125,000.00 - $175,000.00. Compensation is aligned to experience, skills and education. The bank offers a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position. This position is expected to be posted through September 1, 2024. If the position has not been filled by the expected date, the date may be extended and will be updated on the job posting.
Bachelor degree, preferably in finance or a business-related field of study5+ years of financial services product and service recommendation experience for services such as investment management, brokerage, private banking, wealth planning, trust, and individual retirement.5+ years of experience with high net worth client portfolios across a broad array of wealth management products and services5+ years working experience in trust and estate administration and planning required5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desiredExisting book of business cultivated through personal business development effortsStrong management acumen with the ability to effectively lead a diverse team of professionals to include coaching, performance evaluations, problem solving, etc.Relationship management experienceExperience teaming with specialists from different disciplines to meet the complex financial needs of clientsWell-developed centers of influence networkAdvanced knowledge of trust and estate services and applicable lawsCTFA or other trust certification desirableWorking knowledge of trust accounting and related systemsProven business development skillsAdvanced proficiency in verbal and written communicationExcellent attention to detailAbility to be effective under pressureAdvanced ability to prioritize and multi-taskAbility to professionally interact with all levels of employees and clientsAbility to respect and hold confidential informationEffectively work independently as requiredEstablish priorities and follow through to completionDependable, cooperative, flexible