Private Wealth & Fiduciary Services Advisor III or Senior-Omaha

Bankers Trust • Des Moines, IA

134d • $114,000 - $140,000 • Hybrid

About The Position

The Sr. Private Wealth & Fiduciary Services Advisor is responsible for administration and maintenance of the most complex and high net worth trust, estate, and investment management accounts and relationships within our department. This position may be asked to consult with other team members within the department, as needed, to assist in serving our clientele within the department. This position may assist with special projects or committees within the department, as needed and as assigned. This position involves proactive communication and sophisticated advice with and to clients and their professional advisors, regarding administrative, legal, planning and regulatory matters. This includes development of new private client relationships, primarily through sophisticated financial and estate planning for trust/asset management clients and prospects, either alone or in conjunction with the client's legal and financial advisors. The position includes establishing and maintaining professional relationships with trust & estate attorneys, CPAs and financial advisors as referral sources for new business. The position also works closely with Private Wealth administrative support team and Middle Office as appropriate to provide efficient and effective onboarding of new relationships and high-quality service for existing clients.

Requirements

• Four year college degree in finance or related field required
• A minimum of ten years of experience performing sophisticated investment management, tax, financial, and estate planning for high net worth individuals and families in the personal trust, family office or similar environment
• JD or advanced degree in finance strongly preferred
• CFP, CTFA, or equivalent fiduciary investment credentials are strongly preferred

Responsibilities

• Provides relationship management and administration of our most complex and high net worth client's investment, fiduciary, and other assigned accounts including regular proactive client communication, which includes daily account administration, in coordination with Private Wealth administrative support team
• Assists team members in the department and may serve to assist on special projects or committees within the department to provide technical expertise and guidance to best serve our clientele and/or to improve our processes and procedures
• Develops new and expanded client relationships and assist to expand client relationship reach to other departments within the Bank
• Develops and maintains professional relationships with referral network of trust and estate attorneys, CPAs, and financial advisors
• Proactively shares and promotes new ideas to support process improvements and changes to team processes
• Occasional and periodic speaking engagements, both internal and external, related to industry related topics and current trends
• Meets sales and referral goals, as assigned
• Prepares materials for client and prospect presentations, meetings, and reviews
• Conducts joint calling with other Private Wealth Advisors, Private Banking Officers, BTC Capital Management Officers, and other Bank staff as required for discharge of responsibilities
• Performs other duties as assigned

Benefits

• Group Health, Dental, and Vision Insurance
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• 401(k) plan with lucrative company match
• Tuition assistance
• Company Paid Life Insurance
• Paid Parental Leave
• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
• Team Member Banking - a suite of products and services with special benefits for employees

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees