Purpose of the Job
The Senior Regional Business Manager, Estate and Trust generates business for the Trust Company and acts as Relationship Manager. The position develops opportunities by qualifying leads and prospecting for personal solutions as well as providing relationship management support to onboard and service clients. This position works directly with referral sources and clients to build and maintain COI relationships. It is expected that the position retains relationships with clients throughout the administration.
The position is also responsible for growing and maintaining an industry network for reciprocal referrals.

KNOWLEDGE / SKILL REQUIREMENTS

• Law degree preferred
• TEP preferred or arrangement to enroll within 3 months of commencement
• Broad understanding and demonstration of verbal communication skills
• Understanding of the financial services industry and in particular fiduciary services
• Ability to build and sustain strong relationships with referral sources, wealth management firms, law firms, credit unions and high net worth clients
• Acknowledge of fiduciary service offerings
• Knowledge of the personal trust administration and associated policies and procedures as well as legal and taxation concepts
• Adopts to legislative changes in the industry that will directly impact the service offering
• Good written communication skills
• Ability to create and deliver presentations to COI’s, clients and other professional networks.
• Completion of university degree or equivalent Completion of TEP Designation or CETA (or agreement to enroll within 6 months of commencement)
• 7-9 years of estate and trust experience and member of a local Estate Planning Council.
• Completion of financial services Designation such as Professional Financial Planner (PFP) or Certified Financial Planner (CFP) is a strong asset
• Understanding of taxation on the impact of legislative changes that impacts the industry
• Up to date with court decisions that impacts the industry
• Comes to the role with established industry relationships and the ability to grow their network
• Lead relationship manager for HNW and/or UHNW clients
• Presentations and webinars to key HNW and/or UNHW relationships and family offices.

Please refer the Job description for details