Senior Trust Relationship Officer, Team Lead - Delaware

Greenleaf Trust; Greenville (DE); On-site; USD 110,000 - 150,000; Full time

Job summary

Greenleaf Trust Delaware seeks an experienced Trust Officer to manage client relationships as trustee, agent, and custodian. You will lead initiatives in estate planning, trust administration, and wealth management services for high-net-worth clients.

This role emphasizes fiduciary excellence, proactive client service, and collaboration with legal and tax advisors. Occasional travel to engage centers of influence and support Delaware business development.

Qualifications

• Bachelor’s Degree and a minimum of 7 years of experience in estate planning, trust administration, and customer service.
• Experience with client support, wealth management, and trust administration.
• Proven leadership experience in developing and motivating teams.
• Sales experience in a service-related field.

Responsibilities

• Manage client relationships as trustee, agent, and/or custodian.
• Develop wealth management plans and ongoing strategies with clients.
• Coordinate with legal and tax advisors and other professionals.
• Lead and support Delaware trust accounts and related fiduciary activities.

Skills

Client relationship management

Estate planning

Trust administration

Customer service

Leadership

CRM systems

Communication

Sales experience

Education

Bachelor’s Degree

Tools

CRM systems

Job description

At Greenleaf Trust Delaware, our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.

Summary

Manage client relationships to perform activities related to our role as trustee, agent and/or custodian.

Your Role in Serving Clients and Assisting Divisions Includes:

Client Service:

• Responsible for proactive client contact providing "high touch" communication and service to clients.
• Help clients define their needs, goals, and objectives. Assist with the development of a personalized Wealth Management Plan at the onset of the relationship as well as development of ongoing strategies to achieve the client’s near-term goals and ultimate legacy plan objectives.
• Develop and maintain a basis of knowledge in key areas of trust and estate planning, investment management, retirement planning, and tax planning.
• Educateclientsandtrust beneficiaries on theterms andrequirements ofthetrust.
• Solveproblemsfor clientsusing resources of the entire Greenleaf team.
• Coordinatewithclient’sother professional advisors, such aslegal andtaxadvisors.
• Facilitateeffective reporting and communicationto clients andother interestedparties.
• Oversee andmonitor all accountactivityincluding the process oftransferring funds, securities, andother assets.
• Ensure that appropriateandrelative account documentation is on file.

New Business Development:

• Lead the business development strategy for Delaware, including oversight of relationships with centers of influence and other referral sources.
• Generate new opportunities across lines of business through direct contact with existing clients, prospects and referral sources.
• Actively participatein salesteam meetingsand event-driven marketing activities.
• Promotebank trust services andassist new clientswith establishment of new trust accounts.
• Provide continuous support to new clients throughout the account transfer process.
• Make presentations to groups explaining the function of Greenleaf's Personal Trust Division and the potential financial and tax advantages to be gained using various types of trusts or other wealth management strategies.
• Providetechnical,administrative, and creative support on programming metricsandanalysis of skillsneededto increase employabilityand longevity.

Fiduciary Excellence:

• Ensure that the Greenleaf Trust Delaware is in compliance with the requirements of the State of Delaware examiners.
• Act in a fiduciarycapacityto performactivitiesrelatedto theadministration of trustsunder the terms of thegoverning trust documents.
• Direct the collection of income or proceedsfrom sales of assetsand depositsthem in trust accounts.
• Ensurefiduciaryjudgment isfollowedin investing trustassets in income producing securitiesfollowing investment guidelines of trust. Workswithinvestment analyststo select themost appropriateinvestments according tolong-termfinancialgoals desiredfor the best interests of beneficiaries.
• Direct liquidation of liabilities, payment of debts, and disbursement of funds according to the needs of the beneficiaries and conditions of the trust document with approval from Trust Committee.
• Hireappraisers, as needed, to determinethevalue of assets andappropriatemethodsfor sale of propertiesif this is determinedto bein the bestinterest of the beneficiaries.
• Provide financial accountingsforgrantors, beneficiaries, executors, and/or court as requiredaccording toparticular circumstances of the trust agreement.
• Supervise the process of preparation, filing, and payment of stateand federalincome tax returnsfor thetrust. Including reviewand signing of 1041returnsandother filings.

Support Greenleaf Trust Team Members:

• Coach and mentor Delaware Trust Officer and team members to ensure each team member is provided opportunities to develop and grow in their role.
• Provide expertise and back-up to other team members regarding trust/estate planning, tax, IRA and other issues.
• Work closely with ClientCentric Team membersto support client needs.
• Assist withseminar content development in areasof expertise.
• Track client communicationsin CRM system.
• Provideappropriatereporting to ExecutiveLeadershipTeam and/or Trust Committee.
• Actively participatein assignedworkgroup(s)for various projects.
• All other duties as assigned

Continuing Education:

Participate in continuing education opportunities in leadership development, coaching, estate planning, tax, and IRA areas toremain current with new developments in the industry.

DEI COMMITMENT

Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.

SECURITY RESPONSIBILITIES

Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

MI NIMUMEDUCATION/EXPERIENCE REQUIRED

• Bachelor’s Degreeandaminimum of 7 yearsof experiencein estate planning, trust administration, and customer service, or equivalent education and experience.
• Experiencewith client support/wealthmanagement/trust administration.
• Prior leadership experience leading, developing and motivating others to success.
• Sales experience in a service-related field.

PHYSICAL REQUIREMENTS

• Responsible for focusedand detailedwork on a computer.
• Mustbeable to sit and work ata computer,makephonecalls, schedule andparticipatein video conferences, phone, andin person meetings.
• Air travel to Kalamazoo, Michigan for scheduled company events required.

WORK ENVIRONMENT

Professional, well-maintainedoffice environment with ample lighting and ventilation.

OTHER

• The position may require full day or overnight travel, approximately 40% of time, to meet with clients outside of the general area.
• Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.

Equal Opportunity Employer

Greenleaf Trust is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants without regard to any protected status under applicable law.

E-Verify Participation

Greenleaf Trust participates in E-Verify and will provide information from Form I-9 to the federal government to confirm authorization to work in the United States. E-Verify is used only after an employee accepts an offer of employment and completes Form I-9.

E-Verify Participation Notice | Right to Work