Regional Trust Manager

Kestra Financial, Inc.; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Kestra Financial, Inc. in Dallas, TX seeks an experienced senior leader to manage a personal trust office and oversee account administration for a small book of business, ensuring client satisfaction across trust and financial advisory services.

The role requires strong staff leadership, HR management, policy implementation, and collaboration with senior management on procedures; JD preferred but not required, CTFA a plus;Bachelor's degree and 7+ years of experience are expected.

Qualifications

• Bachelor’s degree in Business Administration or related discipline.
• 7+ years of experience in fiduciary or financial services.
• JD preferred but not required.
• CTFA designation will be beneficial.

Responsibilities

• Develops, leads, manages and motivates staff.
• Oversees facility management, supplies, and contracts.
• Creates an environment oriented to trust, open communication, creative thinking and cohesive team effort.
• Manages Human Resources processes for reviews, new hires, terminations, etc.
• Assists staff with continuing professional development.
• Collaborates with senior management on policies and procedures.
• Participates in discovery of new business opportunities; coordinates with business development and document review.
• Performs account administration functions according to internal policies and procedures.
• Responds to inquiries from management, auditors, and bank examiners.

Skills

Leadership

Staff management

Communication

Interpersonal skills

Organizational skills

Teamwork

Education

Bachelor’s degree in Business Administration

Job description

Lead with Purpose. Partner with Impact.

Manage all activities as well as a staff in a personal trust office setting. Provides account administration for a small book of business to ensure client satisfaction both Trust and Financial Advisor (i.e. account opening, encroachment requests and tax preparation).

What You’ll Do:

• Develops, leads, manages and motivates staff. Explains team and individual goals and objectives.
• Oversees facility management, supplies, and contracts.
• Creates an environment oriented to trust, open communication, creative thinking and cohesive team effort.
• Manages Human Resources processes for reviews, new hires, terminations, etc.
• Assists staff with continuing professional development. Ensures team members have the necessary education and training to effectively participate on the team.
• Collaborates with senior management on designing, implementing and ensuring adherence to policies and procedures.
• Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business.
• Performs account administration functions according to internal policies and procedures to be efficient and compliant (i.e. account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation).
• Responds in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews and ensures senior management is apprised of all pertinent issues.
• Other related duties assigned as needed.

What You Bring:

Expert level role. Excellent knowledge of the field with strong leadership skills. Establishes operational objectives and work plans, and delegate’s assignments to subordinates. Involved in developing, modifying and executing policies that affect immediate client operations and may have a broader impact to the business unit or division. Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives of the enterprise. Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results. Establishes and assures adherence to budgets, schedules, work plans and performance requirements.

Regularly interacts with senior management or executive levels within the enterprise. Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.

• Bachelor’s degree in Business Administration or other related discipline or the equivalent combination of education, training, or work experience.
• 7 or more years’ experience
• JD preferred but not required
• A good working knowledge of all types of Fiduciary relationships
• Strong interpersonal and effective communication skills
• Strong organizational skills and aptitude for detail
• Teamwork and leadership orientation
• Ability to easily adapt to changing work environment
• CTFA (Certified Trust Financial Advisor) designation will be beneficia