Senior Wealth Trust Strategist | Client & Portfolio Partner

Simmons Bank; Fort Worth (TX); On-site; USD 100,000 - 160,000; Full time

Job summary

Simmons First National Corporation is seeking an Institutional Wealth Trust Strategist to ensure proper administration of accounts and collaboration with clients, their advisors, and the portfolio manager.

The role supports the Portfolio Management Group to ensure appropriate asset allocation, drives new trust and investment management client acquisition, and provides leadership in staff management and training.

Qualifications

• Bachelor's degree and 4–6 years wealth management experience.
• CPA, CFP, Law Degree or ABA designation preferred.

Responsibilities

• Administers assigned accounts per governing documents, laws and policies.
• Collaborates with Portfolio Management to allocate assets appropriately.
• Supports sales efforts and acquires new clients.
• Maintains client contact with advisors and clients.
• Develops new trust and investment management clients with bankers and professionals.
• Manages accountings for Trust Administrators' clients.
• Oversees staff performance, hiring, training and development.

Skills

Asset analysis

Communication

Regulatory understanding

Financial reporting

Education

BS/BA Degree

4–6 years wealth mgmt

CPA/CFP/ABA preferred

Tools

MS Word

Excel

Outlook

Job description

Simmons First National Corporation is seeking an Institutional Wealth Trust Strategist to ensure proper administration of accounts and collaboration with clients, their advisors, and the portfolio manager.

The role supports the Portfolio Management Group to ensure appropriate asset allocation, drives new trust and investment management client acquisition, and provides leadership in staff management and training.