Top Trust Executive jobs in Lexington, KY

Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)

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REGIONAL MANAGER OF WEALTH MANAGEMENT & TRUST - Central Kentucky
  • Careers at Stock Yards Bank & Trust Co.
  • Lexington, KY FULL_TIME
  • As a Regional Manager of Wealth Management & Trust, your day will be filled with opportunities to build and develop all facets of the Wealth Management Business in the Central Kentucky market. Emphasis will be on obtaining new business such as investment management, trust, company retirement plans, financial planning and insurance. Management and Trust experience are important while Stock Yards Bank will provide a professional environment to continually improve the candidate’s skills and to further his/her career goals for advancement within the banking profession. Our past accomplishments and continued future successes are directly attributed to the individual success of our employees. 

    Responsibilities

    Daily responsibilities and essential duties include, but are not limited to, the following:

    • Build and manage the Wealth Management & Trust team; build and market the Stock Yards Wealth Management Brand in Central Kentucky.
    • Introduce new business and client services ideas and improve best-practices.
    • Develop and implement the team’s business plan and tactics designed to acquire new high net worth clients.
    • Manage day-to-day sales process through closure.
    • Developing, prioritizing, and cultivating COIs.
    • Create and implement focused marketing plan.
    • Prepare and present business presentation to new prospects.
    • Significant focus on business development duties both internally (with Wealth and Investment Advisors, Private Bankers, Commercial Lenders, Senior Management, the Board of Directors, and others) and externally with prospects and centers of influence.
    • Work closely with other professional advisors of clients to support overall planning needs.
    • Handle new and existing client relationships as an Advisor.
    • Work in close partnership with other areas of the Bank and the Wealth Management & Trust department to identify and promote cross-selling opportunities.
    • Manage expenses of the market.

    Job Requirements

    The successful candidate will have the following qualifications and/or skills:

    • BS/BA in Business/Finance or related field
    • Advanced designations such as JD, CPA, CFP, or MBA desired
    • Minimum of 5 years of investment, trust, or financial planning experience
    • High level of investment, fiduciary and estate planning knowledge
    • Excellent customer service skills
    • Communicate effectively through writing and speaking as appropriate for the needs of the audience
    • Capability to communicate and collaborate with all levels of clients, management, and employees
    • Demonstrate active listening skills
    • Use critical thinking skills to identify strengths and weaknesses of alternative solutions
    • Possess judgment and decision making skills
    • Efficiently manage own time as well as the time of others
    • Ability to apply general rules, policies, and regulations to specific problems to produce answers that make sense
    • Coordinate actions in relation to actions of others
    • Ability to determine a problem and sense something is either wrong or likely to go wrong
    • Ability to combine pieces of information and form relationships or conclusions about unrelated material
    • Computer proficient
    • Effectively uses Microsoft Excel, Word, and PowerPoint to create spreadsheets, various documents, and presentations
    • Experience with Morningstar
    • Professional appearance and demeanor
    • Proven supervisory and employee development experience
    • Experience in managing personnel resources
    • Broad knowledge of the equity and fixed income markets
    • Experience successfully managing similar department or platform

    Benefits

    • 401(k) with a company match of up to 6%
    • ESOP employer match
    • Medical insurance
    • Dental insurance
    • Vision insurance
    • Cancer / Disease insurance
    • Accident insurance
    • Flexible Spending Accounts
    • Health Savings Accounts
    • Humana Go365 Wellness & Rewards Program
    • Bank paid Life / AD& D insurance
    • Voluntary Life / AD&D insurance
    • Bank paid Short-Term and Long-Term Disability insurance
    • Employee Stock Purchase Plan
    • Employee Assistance Program

    Physical requirements:

    The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

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House Cleaner
  • Top Mops Cleaning Service
  • Georgetown, KY FULL_TIME
  • Position: House Cleaning TechnicianWe are looking to hire a solo housecleaning technician to join our team at Top Mops Cleaning Service to help us provide the promised rest to our house-cleaning custo...
  • Just Posted

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House Cleaner
  • Top Mops Cleaning Service
  • Lexington, KY FULL_TIME
  • Position: House Cleaning TechnicianWe are looking to hire a solo housecleaning technician to join our team at Top Mops Cleaning Service to help us provide the promised rest to our house-cleaning custo...
  • 8 Days Ago

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Circulator Registered Nurse
  • Top Tier Reps LLC
  • Winchester, KY FULL_TIME
  • Salary: $60,000 to $82,000 per yearJob Description· Performs plan of care intervention, including medication administration, specimen collection, clinical treatments, as well as other medical care tre...
  • 11 Days Ago

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Rad Technician
  • Top Tier Reps LLC
  • Georgetown, KY FULL_TIME
  • Essential Functions Reviews patient history and physician's orders. Educates patient regarding procedures, equipment and exam to ensure patient's understanding and cooperation.When ordered, prepares a...
  • 16 Days Ago

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Promotional Marketing Representatives--Entry Level
  • Top Notch Marketing Solutions, Inc.
  • Lexington, KY FULL_TIME
  • Company DescriptionTop Notch Marketing Solutions, Inc. is an in-store promotional marketing and sales company. Our clients have a huge presence in some of the nation's largest retailers.We bring the t...
  • 12 Days Ago

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0 Top Trust Executive jobs found in Lexington, KY area

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CLUB Membership Manager
  • Cabela's
  • Lexington, KY
  • **_POSITION SUMMARY:_** This Retail Manager position for our Bass Pro Shops and Cabelas CLUB program is a unique positio...
  • 3/28/2024 12:00:00 AM

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Regional Sales Representative
  • Lexmark International
  • Lexington, KY
  • ****Job Title:**** Regional Sales Representative ****Business Area:**** Sales & Account Management ****Location:**** Lex...
  • 3/26/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Lexington, KY
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/25/2024 12:00:00 AM

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Chief Communications Officer
  • Confidential
  • Lexington, KY
  • Chief Communications Officer (CCO) Job Description: We are seeking a dynamic and strategic Chief Communications Officer ...
  • 3/25/2024 12:00:00 AM

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Lexington Entry Level Sales (Bonus + Commission)
  • ADP
  • Lexington, KY
  • ADP is hiring a Sales Representative, Small Business Services. • Are you ready to build a rewarding future? Uncapped com...
  • 3/24/2024 12:00:00 AM

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Outside Sales Consultant-Lexington, KY
  • Improveit Home Remodeling
  • Lexington, KY
  • Outside Sales Consultant - No Cold Calls We're proud of the fact that we've given talented, hard-working individuals in ...
  • 3/24/2024 12:00:00 AM

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Senior Solutions Architect (Remote) (1752)
  • Careerbuilder
  • Frankfort, KY
  • SMX Senior Solutions Architect (Remote) (1752) Frankfort , Kentucky Apply Now Senior Solutions Architect (Remote) (1752)...
  • 3/24/2024 12:00:00 AM

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Growth Director, WEST, Cloud Professional Services
  • Acxiom LLC
  • Frankfort, KY
  • Join our growing Cloud Services Organization. At Acxiom, our people are the single most important driver of success. Our...
  • 3/24/2024 12:00:00 AM

Lexington, consolidated with Fayette County and often denoted as Lexington-Fayette, is the second-largest city in Kentucky and the 60th-largest city in the United States. By land area, Lexington is the 28th largest city in the United States. Known as the "Horse Capital of the World," it is the heart of the state's Bluegrass region. It has a nonpartisan mayor-council form of government, with 12 council districts and three members elected at large, with the highest vote-getter designated vice mayor. In the 2017 U.S. Census Estimate, the city's population was 321,959, anchoring a metropolitan are...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Executive jobs
$256,838 to $393,245
Lexington, Kentucky area prices
were up 1.2% from a year ago

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