Institutional Wealth & Trust Strategist

Simmons Bank; Clayton (MO); On-site; USD 100,000 - 130,000; Full time

Job summary

Simmons Bank is seeking an Institutional Wealth Trust Strategist to oversee account administration, align with governing documents and laws, and collaborate with clients and their advisors to protect and grow assets.

You will work with the Portfolio Management Group to ensure proper asset allocation, support sales efforts, and lead a team while maintaining compliance and accurate reporting across all trust activities.

Qualifications

• BS/BA degree from an accredited university.
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Responsibilities

• Administers assigned accounts according to the terms of the controlling document, applicable laws, regulations, and policies.

Skills

Account administration

Client communication

Financial analysis

Regulatory knowledge

Team leadership

Education

BS/BA Degree

CPA, CFP, Law Degree or ABA designation preferred

Tools

MS Word

Excel

Outlook

Job description

Simmons Bank is seeking an Institutional Wealth Trust Strategist to oversee account administration, align with governing documents and laws, and collaborate with clients and their advisors to protect and grow assets.

You will work with the Portfolio Management Group to ensure proper asset allocation, support sales efforts, and lead a team while maintaining compliance and accurate reporting across all trust activities.