What You’ll Do
Lead the trust & wealth management division by developing and executing strategic initiatives that drive growth and enhance service offerings such as Special Needs Trusts, Escrow Accounts, and 1031 Exchange Accounts. Expand the firm's regional presence through close collaboration with bank branches, commercial lenders, and CLOs, ensuring seamless integration and alignment across business units.
Design and implement programs that encourage internal referrals, strengthening the firm's client pipeline and fostering a culture of cross-departmental engagement. Work closely with the Trust Committee and external investment managers to oversee investment strategies, ensuring they align with client objectives and market conditions.
Enhance compliance measures to meet evolving regulatory expectations, with a particular focus on maintaining robust controls in areas related to MRB. As a visible representative in the community, build and nurture relationships that drive business development and reinforce the firm's reputation as a trusted financial partner.
Qualifications
What We’re Looking For
OOJ - 38082
...Make a difference. Change lives. Start a career in ABA. Join Aura Behavioral Health as a Registered Behavior Technician and help our clients find their Aura! Aura Behavioral Health uses Applied Behavior Analysis (ABA) to teach our clients a variety of skills including...
...Job Title: Staff Accountant Location: Remote Department Name: Financial Services Req #: 0000205596 Status: Salaried Shift... ...Programs Voluntary Benefits (e.g., Pet Insurance) Community and Volunteer Opportunities Discounts Through our Partners such as NJ...
...qualifications required) Cardiology (Invasive/Interventional) - We are seeking a Board Certified|Board Eligible Interventional Cardiologist to join a dynamic physician team in Sandusky, Ohio. Nestled along the picturesque shores of Lake Erie, this opportunity offers a...
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better... ...About this role:**The Tech, Media & Telecom (TMT) Investment Banking group is seeking a Vice President, Software, to join its San Francisco...
...Motive Interactive, a leading Performed Based Marketing firm is seeking a P aid Search Manager . This role will report directly to the GM and is... ...goals Responsibilities Architect effective Search Engine Marketing (SEM) / Pay-Per-Click (PPC) Manage paid...