Trust Specialist - Florida - E. Coast

Bank Of America Corporation Miami , FL 33196

Posted 3 weeks ago

Job Description:

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by providing best in class, integrated products in the most intuitive, efficient and client friendly way while maintaining a forward thinking mindset and risk management focus. RPWS is responsible for both the institutional and personal retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes as well as college savings, personal retirement planning, retirement income, insurance and estate planning for individuals. RPWS also provides tools and content that enables advisors and bankers to help their client's live their best financial lives.

Job Description:

The Trust Specialist develops trust business in accordance with assigned production and referral goals by providing guidance on Bank of America Private Bank products and services to Merrill Lynch Financial Advisors (FAs), Private Wealth Advisors (PWAs), Market Executives (MEs), and clients. The Trust Specialist is a fieldbased position covering a specific territory of Merrill Lynch offices and reporting directly to a RPWS Division Trust Executive.

Responsibilities include:

  • Raise awareness with FAs, PWAs, and MEs, around their clients' and prospects' trust and estate planning needs

  • In partnership FAs/PWAs, support the creation and implementation of trust and estate planning strategies for clients and prospects

  • Lead conversations, conference calls, and WebEx presentations with clients, FAs/PWAs, and outside legal and tax advisors as needed.

These conversations could include:

o Wealth transfer techniques using Private Bank products and services

o How Private Bank products and services could be included in the client's estate plan

o Fiduciary requirements for trust administration and investment management

  • Identify trust opportunities through conversations and book reviews with FAs/PWAs and Market Executives

  • Build solid relationships with FAs, PWAs, and MEs in the assigned territory

  • Participate in office/market sales meetings to provide education and guidance on Private Bank products and services

  • Provide overall leadership and direction for assigned trust sales and administration teams

  • Manage the trust onboarding process to deliver a seamless client and FA/PWA experience

Requirements:

  • Seasoned professional with extensive experience as a subject matter expert in trust and estate planning required

  • 7 to 10 years of experience in the financial industry with proven track record as a sales professional required

  • Bachelors' degree required, JD strongly preferred (will also consider CPA/MBA)

  • SIE, Series 7 and Series 66 required (may consider individuals who are able to obtain within compliance deadline); Series 63 and 65 accepted in lieu of 66

  • Professional presentation, communication, and meeting management skills required

  • Knowledge of fiduciary investment strategies and experience in a brokerage environment preferred

  • Financial designations such as CTFA, CFA, CFP preferred

  • Excellent interpersonal and relationship management skills, including a positive attitude and the ability to work well as part of a

team

  • Selfstarter with ability to work under pressure with minimal hands on direction

  • Travel 75%

Posting Date: 07/28/2019

Location: Miami, FL, 200 S BISCAYNE BLVD (FL9830), Fort Lauderdale, FL, LAS OLAS CENTRE, 450 E LAS OLAS BLVD, - United States

Travel: Yes, 75% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Implementation Specialist Florida

Learning.Com

Posted 3 days ago

VIEW JOBS 8/18/2019 12:00:00 AM 2019-11-16T00:00 SUMMARY: The Implementation Specialist works closely with Customer Success, Customer Support, and Product Development teams to ensure high levels of customer satisfaction with Learning.com products and services by assisting customers with training and implementation needs. RESPONSIBILITIES: * Work with Customer Success Managers and customers via phone, email, and other methods to create customized implementation plans that drive usage of Learning.com solutions * Organize and deliver web-based and in-person trainings, consultations, and presentations for educators and administrators for the suite of Learning.com solutions * Assist Customer Success team with determining appropriate actions and interventions for implementation issues based upon usage data, internal and customer feedback * Create and upkeep customer-facing implementation resources and related materials, make available internally and externally as needed * Assist Account Executives with implementation needs for key prospects, pilot customers and sales projects * Function as "expert" within department on specific products and services * Document all training details and customer contact within customer-relationship management tool (CRM) * Develop and utilize repeatable processes for use of Learning.com products, and improve these processes over time * Collaborate with Implementation Services Team and Director of Customer Experience to create and upkeep company recommendations for best practice implementation strategies of all Learning.com solutions * Notify Sales team of upsell opportunities * Collaborate with Implementation Services Team to ensure department goals are met * Work to compile best practices for department * Other duties as assigned SUPERVISORY RESPONSIBILITIES: Individual Contributor QUALIFICATIONS: * Bachelor's degree in education, communication, or related field, or equivalent experience * 2+ years of experience delivering training and/or supporting users with online software/services * Strong understanding of technology, especially as it relates to education and instruction * Strong understanding of instructional and educational theories and practices * Strong organizational and communication skills * Excellent writing, speaking, presentation and teaching skills * Excellent interpersonal relation skills * Willingness to travel (varies by quarter, less than 10% of time on average) * Ability to work independently as well as with a cross-departmental team * 5+ years K-8 teaching experience preferred * Strong understanding of how to read and analyze current national and state education standards (ex: ISTE, CSTA, TEKS) a plus * Strong understanding of Learning.com products a plus Location: Florida General Information: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. Management has the right to assign or reassign duties and responsibilities to his job at any time. Learning.com is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, Veteran or disability status. Learning.Com Miami FL

Trust Specialist - Florida - E. Coast

Bank Of America Corporation