Strategic Client Relationship Director (Private Wealth)
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Job Location:
Bedford, NH - USA
Monthly Salary:
Not Disclosed
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Trust Account Management:
- Serve as the primary contact for clients and their advisors and provide exceptional client service.
- Manage all facets of trust administration:
- Coordinate directions from investment and distribution advisors.
- Oversee tax and compliance filings alongside our tax department.
- Coordinate new investment set-up and asset additions within trust structures.
Business Development
- Play an active role in business development by attending financial legal and estate planning industry events.
- Lead the on-boarding process for new trust accounts.
Process Improvement
Participate in internal and external training programs to understand and improve upon the unique elements of our directed trust business.
Qualifications :
- Bachelors degree in business law finance or related field (CPA CFP or CTFA is a plus).
- Minimum of 5 years of experience in a financial institution law firm accounting or consulting firm.
- Exceptional understanding of fiduciary responsibilities and estate planning principles.
- Strong communication skills and the willingness to learn the broad range of trust administration and operational / compliance requirements of a directed trust company.
- Client relationship management experience preferably in a fiduciary capacity.
- Excellent problem-solving skills and a desire to learn and collaborate with internal and external stakeholders.
- Management experience with direct reports or junior team members is a plus.
Additional Information :
Our commitment to you and the environment
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders including our employees clients and local communities while also reducing our impact on our natural environment.
There is always more we can and should do to improve whether in relation to our people our clients our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. Were committed to fostering an inclusive equitable and diverse culture for our people led by our Diversity Equity and Inclusion steering committee.
Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees careers while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5800 employees - from 94 nationalities across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund in an environment where only 15% of all private equity and venture capital firms are gender balanced.
Were committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients sustainability and success leads to our sustainability and success. Were emotionally invested in our clients right from the beginning.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infras ... View more
