Trust Operations Manager, IN, Ref# 12topsin

Compensation:  Base Salary $75,000 to $85,000

Description: Work for one of the nation’s most trustworthy companies. Our client has been named one of the nation's "100 Most Trustworthy Companies" according to Forbes and was also named one of the Top 150 Performing Banks in the country by Bank Director Magazine.  In their local community they have been name best bank in town for over 25 years.

Our client seeks someone to manage their trust operations department with 15 employees. The trust operations manager oversees the standard functions of a trust operations group i.e. dividends, collections, statements, trade settlements, fee calculations, billings, system issues on the user side. There is an in-house technology expert. They do use collective trust funds but not exclusively. This position reports to head of wealth management.

Qualifications: The successful candidate will have fifteen plus years experience in trust operations. He or she will have management experience and know how to lead employees to get results verses pushing employees to get results. He or she will have budget experience and hiring experience. Experience with Metavante or FIS is a big plus. A bachelor’s degree is preferred but not mandatory.

Click here to email your resume.

Please reference the position in which you have an interest.

Back to top

Trust Business Development Officer, TX, Ref# 11trbdotx

Compensation:  Base Salary of $75,000 to $80,000 plus incentive on new business.

Description: This position is with a very stable independent trust administration only company. The position is open due to growth. This is a young, growing company with over $1 billion in assets under care.

Our client is looking for a trust business development officer to develop business working with families and with registered investment advisors. The trust company focuses on great service administering trust accounts. They do not manage investments. The minimum account size is $250,000.

Qualifications: Must have strong trust knowledge and a track record of trust sales success.  A bachelor’s degree is required. Certifications, graduate degree are a plus.

Click here to email your resume.

Please reference the position in which you have an interest.

Back to top

Wealth Advisor, DC, Ref# 11wlthaddc

Compensation:  Base Salary of $90,000 to $95,000 plus incentive on new business.

Description: This is an exceptional opportunity for a wealt advisor serving high net worth client.   The wealth advisor will inherit a book of clients with a minimum of $500,000 of investable assets.  He or she will be responsible for financial planning and advising on investments. The advisor is responsible for growing the book through internal and external leads.

Qualifications: Our client seeks someone with a minimum of ten years experience doing financial planning with high net worth individuals and who has a successful sales track record. Series 7 & 66 or 63 % 65 are required.  Degree requried.  CFP, ChFC, CMFC are a plus.

Click here to email your resume.

Please reference the position in which you have an interest.

Back to top

Portfolio Manager, NW AR, Ref# 6prtmgar

Compensation:  Base Salary of $75,000 to $100,000 plus bonus

Description: Boutique registered investment advisory firm located in Northwest Arkansas seeks an equity portfolio manager. This is a stable, well-respected firm with about $150 million AUM. There is opportunity to grow a business within the business and possible equity in the future. This position reports to and supports the President/CEO in all investment related functions. Specific areas of responsibility include participation in client and prospective client meetings, portfolio management, oversee and work with research analyst, performance measurement, compliance monitoring, verbal/written client communications, and marketing/new business development. The Portfolio Manager directly supervises the Research Analyst as it relates to the investment duties of this position.

Qualifications: The successful candidate will have experience working with clients, managing equity portfolios. He or she will have experience researching equities. A stable work history is required. A bachelor’s degree and CFA designation are required.

Click here to email your resume.

Please reference the position in which you have an interest.

Back to top

Commercial Loan Officer,VP, OK Ref #vpclook

Compensation:  Base Salary of $125,000 to $130,000 plus bonus

Why this is a great opportunity: This is an excellent opportunity with a bank holding company that has five years of consecutive asset growth. They wish to bring on board a commercial lender with a portfolio of C & I credits of $1 to $7MM; someone who understands Oil & Gas and General Business Banking Credits. Responsble for developing long lasting business relationships and understanding clients' business, the individual impacts market share and success through his/her direct business development efforts.

Description: This is a suburban location but you may develop commercial banking credit and deposit relationships for the greater Tulsa, OK region. Credit analysis and underwriting foundation are very helpful for success in this position and will be positively received for promotion to city president.

Qualifications: Bachelors degree required. Prior commercial lending experience, strong credit and analytical skills are required.  You may be in a branch now and have the needed experience but prefer to be close to the Tulsa area. Preferred Qualifications: five+ years of commercial business banking lending with 1/3 of your portfolio in (C&I) loans.

Click here to email your resume.

Please reference the position in which you have an interest.

Back to top

Search Bank Jobs Now!

Search Accounting Jobs Now!

Back to top

Articles
for
Job Seekers

Resume Guidelines

Answers to 20 Tough Interview Questions

When It's Time to Tell the Boss Goodbye