Banking/Attorney/In House/Sioux Falls, South Dakota
Location: Sioux Falls, South Dakota
Description: GCC Consulting is presently looking of Banking/Attorney/In House/Sioux Falls, South Dakota right now, this occupation will be dwelled in South Dakota. More complete informations about this occupation opportunity kindly read the description below. Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and re! taining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen and business development. Accountable for revenue growth, client retention, business economics and risk management (provides fiduciary oversight, reviewing documents, negotiating fees and approving discretionary distributions, assuring proper controls and satisfactory audits) across fiduciary activities. Coaching to team members in promoting solutions grounded in the application of fiduciary/prudent investment and wealth planning knowledge, as the foundation for client relationship management and expansion. Servinn as chief advocate of fiduciary services in a market, operating as strategic wholesaler to uncover channel growth opportunities within Wealth, across Wealth, Brokerage and Retirement and the company. Responsible for de! livery and fiduciary oversight of advisory-based services to c! lients in collaboration with Wealth Advisors, Investment Managers, Private Bankers, Financial Advisors and Centers of Influence. Leading team members in new business acquisition, implementing wealth plans, collaborating with Investment and Fiduciary Centers in setting-up and administering Investment and Fiduciary accounts, retaining client relationships, and developing relationships to their fullest potential by cross-selling services of The Private Bank.
Requirements: A CTFA, CFP or J.D. degree a plus. 7+ years experience in wealth management to include 3+ years experience in investment management, trust or planning, and 3+ years management experience. Must have knowledge in all of the following areas: wealth planning, trust, estate, fiduciary law, taxation and investments. Excellent written and oral communication skills and willing to work in a team based environment, strong analytical and proactive problem solving skills, organizational skills and attenti! on to detail, ability to make timely decisions in complex situations that demonstrate sound rationale, experience, and judgment.
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If you were eligible to this occupation, please email us your resume, with salary requirements and a resume to GCC Consulting.
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This occupation starts available on: Wed, 15 May 2013 09:33:27 GMT
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