Trust and Estates/Attorney/In House/Omaha, Nebraska
Location: Omaha, Nebraska
Description: GCC Consulting is employing Trust and Estates/Attorney/In House/Omaha, Nebraska right now, this vacancy will be ordered in Nebraska. Further informations about this vacancy opportunity kindly see the descriptions. Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating! fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen and business development. At the regional level, the RFM is accountable for revenue growth, client retention, business economics and risk management (provides fiduciary oversight, reviewing documents, negotiating fees and approving discretionary distributions, assuring proper controls and satisfactory audits) across fiduciary activities. Provides coaching to team members in promoting solutions grounded in the application of fiduciary/prudent investment and wealth planning knowledge, as the foundation for client relationship management and expansion. As the chief advocate of fiduciary services in a market, operating as strategic wholesaler to uncover channel growth opportunities within Wealth, across Wealth, Brokerage and Retirement and company. Will be responsible for de! livery and fiduciary oversight of advisory-based services to c! lients in collaboration with Wealth Advisors, Investment Managers, Private Bankers, Financial Advisors and Centers of Influence. The role includes a heavy focus on leading team members in new business acquisition, implementing wealth plans, collaborating with Investment and Fiduciary Centers in setting-up and administering Investment and Fiduciary accounts, retaining client relationships, and developing relationships to their fullest potential by cross-selling services of the private bank.
A CTFA, CFP or J.D. designation is preferred. Should have 7+ years of experience in wealth management to include 3+ years experience in investment management, trust or planning, and 3+ years management experience. Must have knowledge in all of the following areas: wealth planning, trust, estate, fiduciary law, taxation and investments. Should have excellent written and oral communication skills and willing to work in a team based environment, strong analytical and proactive probl! em solving skills, organizational skills and ability to make timely decisions in complex situations that demonstrate sound rationale, experience, and judgment. Deadline: 28/5/2013.
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If you were eligible to this vacancy, please send us your resume, with salary requirements and a resume to GCC Consulting.
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This vacancy starts available on: Sat, 25 May 2013 08:51:03 GMT
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