Trust Manager

Benefits

Additional Information

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates; including asset oversight, fund disbursement and receipt, discretionary decisions, documentation, fiduciary duties, and client-specific planning and interpretation. Prepare and review materials for, and participate in, Trust Administration and Trust Investment Committees to provide oversight and governance of trust activities. Maintain regular and proactive contact with grantors, beneficiaries, legal counsel, financial advisors, and other interested parties to discuss and advise on trust-related issues. Collaborate with a dynamic team to oversee and coordinate holistic services provided to clients, delegate and manage staff work, and coach and mentor staff through career development and performance management activities. Integrate knowledge of holistic financial planning including investment management, estate planning, insurance, income tax planning, cash flow planning, philanthropic planning, retirement planning. Build and maintain strong relationships with clients by demonstrating empathy and understanding, effectively managing difficult family situations, and navigating family dynamics with sensitivity and professionalism. Engage in practice development, client expansion, and cross-serving to grow the practice by generating leads, meeting with future appointments, maintaining a network of internal and external referral sources, and achieving personal marketing plan and business development goals. Contribute to the internal management of the organization through participation in specified initiatives and projects. The qualifications. Bachelor's degree in Business (preferably in Finance, Accounting, or Economics) is required. 4-6 years of experience in Personal Trust Account Administration, financial planning, investments, and/or estate planning is required. Possess at least one advanced degree or professional designation (JD and/or Certified Trust and Financial Advisor (CTFA) designation is highly preferred; Certified Financial Planner (CFP®) or Certified Public Accounting (CPA) is preferred but not required). Detail-oriented leader with strong problem-solving, analytical, and communication (written and verbal) skills. Actively advancing technical skills in the Trust industry and the financial services industry in general. This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week. What makes us different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a