Senior Trust Consultant

Edward Jones • Tempe, AZ

91d

About The Position

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations. Teams are responsible for new account onboarding and due diligence, account opening, branch training and education, business development, and the development and maintenance of marketing collateral and resources. The team also has accountability for enhancing and delivering the client experience in partnership and collaboration with Financial Advisors and branch teams, internal stakeholders, and external professionals including attorneys and CPAs.

Requirements

• Bachelor's degree required.
• CTFA, JD, or CFP required.
• At least 7-10 years trust and estate management, or related legal or financial services experience required.
• Knowledge of advanced fiduciary, gifting, trust management principles, estate planning principles, taxes, insurance, and investment principles and techniques required.
• Comprehensive knowledge of regulations and applicable laws, tax planning and wealth-transfer strategies.
• Advanced ability to balance high-risk compliance, legal, and business decisions.
• Ability to work in team-based environment, delegate work appropriately, and lead client meetings effectively.
• Ability to use trust accounting system, Microsoft products and other automation tools.
• Ability to effectively train, delegate and informally lead others who provide service to the client and branch team.
• Must be highly skilled in written and verbal communication (especially in the explanation of complex legal matters to clients that may not have deep acumen in these complex legal matters) and demonstrate high level of interpersonal skills.
• Ability to informally lead the team and act as a resource for others on the team.

Nice To Haves

• Ability to provide guidance to branch teams on how to identify clients in Trust Company target market.
• High familiarity with Edward Jones branch team structure, processes and systems.
• Ability to identify other wealth management products offered by Edward Jones and how they work with EJTC services.
• Prior experience working with clients and financial advisors to identify appropriate trust services.

Responsibilities

• Lead account onboarding process and set expectations of all EJTC new accounts with Branch Team and Client.
• Conduct evaluation and risk assessment of potential new business, to include review of all assets, family and beneficiary situations, tax returns and accountings.
• Review and initial interpretation of all governing documents for the relationship, to include trust agreements, wills, powers of attorney, beneficiary designations and all contracts relating to the relationship.
• Consult with Fiduciary Officers on all account types to ensure proper risk and legal issues have been identified and evaluated.
• Align and guide onboarding workflow of Trust Officers, Portfolio Managers, and Trust Specialists as needed as part of the EJTC Client Service Team.
• Responsible for communicating with branch team all facets of onboarding process including asset transfer updates after account acceptance.
• Promote the services of the Edward Jones Trust Company and occasionally assist with Estate Planning to Edward Jones Clients, Financial Advisors, Branch Teams, and Internal Partners.
• Serve as the Relationship Manager and key EJTC resource for a group of client relationships and branch teams to ensure ideal client experience.
• Assist in resolution of any onboarding complaints escalated by branch or clients with recommended solutions.
• Proactively prospect and communicate with branch teams to develop potential new business.
• Serve as subject matter expert in the areas of trust law, administration of trusts, and trust investments.
• Lead and/or participate in initiatives across the Trust Company and firm-wide that improve our ability to serve our clients and support the firm's mission.
• Partner with other areas in the Trust Company and CCG to provide client specific support.
• Provide mentoring, feedback, and guidance to Trust Company associates.
• Comply with the Trust Company policies, procedures and applicable laws and regulations.

Benefits

• Medical and prescription drug coverage.
• Dental and vision insurance.
• Voluntary benefits (such as accident, hospital indemnity, and critical illness).
• Short- and long-term disability coverage.
• Basic life and basic AD&D coverage provided at no cost to associates.
• 401k retirement plan.
• Health savings account and flexible spending account.
• Ten paid holidays.
• 15 days of vacation for new associates beginning on January 1 of each year.
• Sick time, personal days, and a paid day for volunteerism.
• Eligibility for bonuses and profit sharing.
• Employee Assistance Program.

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