Senior Trustee Consultant
About The Position
The Senior Trustee Consultant will be an integral member of the Business Development team within LPL’s wholly owned subsidiary The Private Trust Company. Through our delegated model The Private Trust Company enables LPL Advisors to maintain investment management and relationship management responsibilities. We are looking for an experienced and engaging trust professional who is passionate about helping LPL Advisors provide trustee services to their clients. This role is responsible for delivering exceptional customer service while supporting LPL Advisor inquiries and advancing new potential business through our acceptance process and into onboarding. This role will be a key contributor to LPL advisor satisfaction and PTC's ability to generate repeat business.
Requirements
- Bachelor’s Degree
- 5+ years of professional work experience
- Trustee services experience with a trust company or in the investment industry
- Experience working with high net worth (HNW) clients
- Ability to successfully handle multiple responsibilities and meet deadlines in a quality-first, team-oriented environment
Nice To Haves
- CTFA, CFP or ChFC
Responsibilities
- Trustee Services Expert – Exhibits thorough knowledge of both trust administration and settlement services. Capable of reviewing all governing documents and asset statements associated with new business opportunities and preparing them for legal review. Post legal review, present new business cases to the acceptance working group.
- New business liaison between PTC and LPL Advisors: Responsible for providing exemplary communication to LPL Advisors in support of general inquiries and through all steps of the new business acceptance process.
- Pipeline Manager: Superior organizational and follow up skills to ensure the new business opportunity pipeline is managed both efficiently and diligently.
- PTC Brand Ambassador: Represent PTC in business development efforts with internal partners at LPL and with LPL Advisors. Participating in LPL advisor and client meetings as needed
- Preparation of special reports, spreadsheets and correspondence, as needed
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Senior
