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Trust and Estates/Attorney/In House/Bloomington, Minnesota
Refer job# IHON101241
 
Wealth Management Fiduciary Segment Manager The candidate assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Will be responsible for recruiting, interviewing, hiring, and ensuring training and development of trust team members. Provides fiduciary oversight and answers the most complex questions regarding taxability, document interpretation and fiduciary risk management. May review documents, negotiate fees and approve discretionary distributions up to appropriate amounts. Reports to a Trust Center Director. Continue to help lead the company Service Management vision and set direction. Be a dedicated resource with demonstrated abilities to work with the Senior company leadership Continue to be an advocate for the company's clients and company client management team members. Be an advocate for the company Administration Team. Be visible and able to have in person meetings with company leadership and company teams across the footprint. Manage a team with complex account needs. Provide National oversight to service(s) offering.

The candidate should have a B.A./B.S. degree in Business. Graduate degree like MBA or J.D. preferred. CTFA, CFP, CPA or similar industry designation desired. Must have 7+ years of financial or trust industry experience and 5+ years of experience managing direct reports. Established knowledge of trust, fiduciary law, and federal regulations desired. Working experience with a Middle Office delivery model for Fiduciary Services preferred. Application Deadline: July 10, 2015.
 
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This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.
 
 

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