29 days old

Team Leader - Trust New Business & Client Experience (Remote Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
Apply Now
Apply on the Company Site
The individual in this position will be responsible for leading a team of associates who are responsible for onboarding and qualifying new business to Edward Jones Trust Company and the client and branch experience. The role requires a high level of knowledge and service delivery abilities within the trust administration, fiduciary and trust investments space. The role may require interaction with other areas of the home office and the field in order to assist with building awareness and adoption of Edward Jones Trust Company services.


* Bachelor's degree required. Graduate degree or professional certification (CFA, CFP, JD, or CTFA) strongly preferred.
* At least 5 years' experience in estate planning, trust company, financial planning, or investment management responsibilities. Previous leadership experience preferred.
* Estate Planning/Trust Administration Knowledge
* Knowledge of advanced fiduciary, gifting, investment, estate and income taxation principles
* Strong understanding of estate planning concepts and strategies

* Investment Knowledge
* Knowledge of Trust Company's investment offerings
* Knowledge of Edward Jones' investment offerings for purpose of discussing client preference/choice

* High degree of familiarity with applicable regulations
* Knowledge of fiduciary principles
* Knowledge of applicable regulations, state law and

* High degree of familiarity with branch team
* Knowledge of Financial Foundation & Estate and Legacy Goal
* Understanding of branch team processes and preferences in order to drive adoption and grow Trust Company relationships

* High degree of familiarity with Project Management and Strategic Thinking
* Knowledge to identify bottlenecks and implement solutions to current and future workflows
* Willingness to develop and execute solutions to future challenges in new business area.

* Significant Leadership skills required
* Ability to attract, develop, and retain talent
* Ability to act with empathy and develop team capacity and capabilities overall.
* Demonstrated ability to provide feedback and develop associates required

* High customer service skills required
* Ability to set vision and accountability metrics for customer service experience
* Ability to identify deficiencies and lead after-action reviews

* High level of interpersonal skills
* Excellent EQ and communication skills required

* Ability to set, review and manage reports
* Relationship management skills
* Ability to coach others on relationship management

* Ability to set vision and drive execution with and through others



Exempt
Posted: 2021-05-17 Expires: 2021-07-15
Sponsored by:
ADP Logo

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Team Leader - Trust New Business & Client Experience (Remote Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast