Manager of Personal Trust Department
Waukesha, WI, United States
Prairie Trust, a division of Waukesha State Bank, is the premier fiduciary-focused trust company in Wisconsin specializing in personal trust administration, estate settlement services, and special needs trust expertise. Prairie Trust practices an Advisor-Friendly approach, collaborating with financial advisors in the responsibilities of trust management.
We are growing and in the need of a seasoned manager to lead our Personal Trust Department. The position will combine fiduciary expertise, leadership skills and client relationship management.
The responsibilities will include:
Lead and manage service lines of, Special Needs Trust, Directed/Delegated Trust, Full-Service Trust Administration, Real Estate, Fiduciary Tax, and Fiduciary Sales.
Work with high net worth prospects and centers of influence.
Drive sales and business development efforts with accountability for new clients and new strategic relationships.
Strong knowledge of trust and fiduciary tax laws.
Active participation in trust and estate professional groups.
Qualifications:
Minimum of 10 years’ experience in the wealth management industry, with strong knowledge in trust, fiduciary tax and estate planning. Experience within an advisor-friendly trust model is a plus.
Proven track record of success in a senior leadership role.
A management style consistent with a team oriented, collaborative business environment.
Executive presence, communication, and relationship management skills. Presentation skills at the most senior levels.
Undergraduate degree required (BS/BA). JD or CTFA a plus.
For more information please see our careers site at https://waukeshabank.isolvedhire.com/jobs/ or waukeshabank.com
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