Trust Market Manager

Trust Market Manager Wealth Management

South Jordan, Utah

Greenwood Village, Colorado

Walnut Creek, California

Los Angeles, California

About Us:

At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.

In this role you will be responsible for directing the assigned trust office with the objective to achieve office goals, maximize growth and profitability in a manner consistent with the values and interests of Columbia Trust Company. The Trust Market Manager has responsibility for the management of the trust administrative team and its assigned book of business, with the approval and guidance of the Trust Regional Director or Trust President.

• Directly responsible for the administration of larger, more complex client relationships in the office.
• Responsible for the overall level of performance and profitability of the trust office.
• Adheres to annual budget and business plan that support trust company objectives.
• Ensures alignment of trust’s initiatives with those of the Wealth Management Group and organization-wide strategies and goals.
• Reports on the activities of the assigned office to senior management of the trust company.
• Responsible for leadership and mentoring of the direct reports.
• Working with external and internal partners, identifies market opportunities and coordinates activity to direct growth of the trust customer base and penetration of existing customers.
• Coordination of business development efforts of sales, administrative and investment staff.
• Monitors and coordinates activities to ensure all compliance and audit requirements are implemented and met.
• Supervise and implement efforts to promote office efficiencies and innovation.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”.
• May perform other duties as assigned.

• Bachelor’s Degree or equivalent work experience, preferred
• Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred
• 10+ years’ experience in trust services and team management/supervisory experience, required
• 10+ years experience in presentations to prospective clients, required
• 10+ years successful sales/client service experience in trust administration, required
• 10+ years thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues, required
• 10+ years involvement in professional organizations Ability to communicate and present advanced estate planning strategies, required
• Strong written and verbal communication skills.
• Public Speaking skills desired

Occasional

This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming…