Principal - Wealth Relationship Management - Trust

Job Family: Wealth Management

Job Sub-Family: Wealth Relationship Management

Career Specialization: Wealth Relationship Management - Trust

Career Stream: Professional

Career Level: P4

Job Profile

Sub-Family Definition

Wealth Relationship Management is responsible for the processes associated with wealth management relationship management, including the development of new client relationships and the maintenance of existing ones to enhance client satisfaction and loyalty. Activities may include:

• Assessing client needs, providing personalized financial advice, coordinating investment strategies, and ensuring effective communication between clients and the wealth management team.
• Specialty services such as estate planning, retirement solutions, and tax optimization strategies.
• Monitoring client portfolios, addressing client inquiries, and implementing strategies to deepen client engagement and drive business growth within the wealth management sector.

Career Specialization Definition

Wealth Relationship Management - Trust is responsible for developing, managing, and growing trust and fiduciary client relationships while delivering financial, estate, and fiduciary solutions that align with client objectives. Activities may include relationship management, business development, trust administration oversight, and client advisory support. Other duties as assigned.

Career Level Definition

Recognized subject matter expert in a job area typically obtained through advanced education and work experience. Responsibilities typically include:

• Managing large projects or processes with limited oversight from manager.
• Coaching, reviewing and delegating work to lower level professionals.
• Problems faced are difficult and often complex.

Knowledge & Experience

• Bachelor's Degree required; equivalent combination of education and experience may be considered
• Typically requires 6 - 8+ years prior experience, with deep knowledge of job area

Required Certifications/Licenses

• May require obtaining and/or maintaining NMLS registration
• May require applicable licenses and/or certifications

Job Code: WMWRMTP4

FLSA Status: Exempt

Salary Grade: 119

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