Reginal Manager, Fiduciary Services
Reginal Manager, Fiduciary Services
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Salary Not Disclosed
1 Vacancy
Job Description
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80000 households from our over 140 offices - and growing - nationwide.
Since 1997 Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information please visit .
We have an exciting opportunity for a Regional Manager Fiduciary Services! The Regional Manager Fiduciary Services is responsible for overseeing and managing a team of Trust Officers and Trust Associates within a designated region. This role ensures the delivery of exceptional fiduciary services to clients while maintaining compliance with regulatory and company standards. The Regional Manager will lead mentor and support their team to achieve operational excellence enhance client relationships and drive business growth.
Primary Job Functions
Team Leadership & Management
Lead supervise and develop a team of trust officers and trust associates ensuring high performance and engagement.
Provide mentorship training and professional development opportunities to team members to enhance skills and career progression.
Conduct performance reviews and set goals aligned with regional and organizational objectives.
Foster a collaborative and inclusive work environment that encourages innovation and accountability.
Fiduciary Services Oversight
Oversee the administration of trust and estate accounts ensuring adherence to fiduciary principles and regulatory requirements.
Collaborate with team members to deliver customized solutions for clients including estate planning trust management and wealth transfer strategies.
Monitor and manage risk across fiduciary accounts ensuring appropriate controls and documentation are in place.
Serve as an escalation point for fiduciary matters providing expertise and guidance to resolve issues effectively referring complex issues to senior leadership.
Client Relationship Management
Build and maintain strong relationships with clients beneficiaries and external.
Administer assigned account relationships in accordance with trust company policies and governing documents.
Represent the organization in client meetings presentations and community events to enhance brand visibility and trust.
Proactively address client needs and concerns ensuring satisfaction and long-term retention.
Operational Excellence
Develop and execute regional strategies to achieve growth operational efficiency and client service excellence.
Monitor and analyze key performance metrics identifying areas for improvement and implementing solutions.
Ensure compliance with internal policies state and federal regulations and industry best practices.
Partner with internal teams (e.g. legal compliance and investment) to streamline processes and improve service delivery.
Education/Skill Requirements
Bachelors degree in finance law business administration or related field. (JD CTFA CFP or CPA preferred.)
Certified Trust and Fiduciary Advisor (CTFA) or similar professional designation preferred.
Minimum of 10 years of experience in fiduciary services trust administration or wealth management.
Proven leadership experience managing teams in a professional services environment.
Strong leadership and team development skills.
Strong knowledge of fiduciary principles trust and estate administration and wealth management.
Strong interpersonal communication and relationship-building abilities.
Analytical mindset with a focus on risk management and problem-solving.
Proficiency in trust management systems and financial reporting tools.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness financial well-being professional development and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development
Medical dental and vision coverage (Available to employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical dependent and transit expenses
Life and AD&D insurance employer paid and voluntary options
Short-term and long-term disability workers compensation employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits including pet insurance
18 days of paid time off (PTO) accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition licensing and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time file documents in high or low cabinets to use the telephone and to use the computer systems.
Required Experience:
Manager
Employment Type
Full-Time
