Trust Advisor IV
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About The Position
Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank & Trust, N.A.'s professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The Trust Advisor IV in our Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight to specific trust documents, overseeing overall estate planning, and working directly with our Financial Advisor partners. This role's direct involvement in business development is expected to contribute to the achievement of the annual net new business goal for the division.
