Trust Manager - Operations jobs in Charlotte, NC

Trust Manager - Operations manages the operations of the trust. Designs and implements operational systems to streamline operations and maximize revenue and shareholder interests. Being a Trust Manager - Operations facilitates communications between various departments in the trust. Requires a bachelor's degree. Additionally, Trust Manager - Operations typically reports to top management. The Trust Manager - Operations typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Trust Manager - Operations typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

Recently Added Trust Manager - Operations jobs

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Regional Trust Manager
  • Comerica Bank
  • Charlotte, NC FULL_TIME
  • Manager of Trust Advisors
    Individuals in this role are responsible for managing a team of 10 - 15, including Trust Advisors, Trust Administrators and Trust Client Assistants ensuring compliance with corporate and regulatory policies and practices in the administration of Trust accounts. Individuals in this role would utilize their fiduciary/administrative expertise in addressing issues in the region's book of business, provide fiduciary training as needed, and are a resource to their colleagues while managing their own book of HNW and complex Personal Trust Accounts. Individuals in this role have direct and indirect responsibility for new business development and they have direct responsibility for ensuring a client experience that exceeds expectations along with reducing attrition.
    Position Responsibilities:
    Administration / Compliance
    • Manage larger and more complex personal trust accounts in accordance with the terms of the various governing documents, applicable law, corporate and personal trust policies which are consistent with the needs of the principals, income beneficiaries, and remaindermen.
    • Review, analyze and interpret documents for direction; evaluate account information for completeness and accuracy, monitor and review account transactions, respond to incoming correspondence and client requests while ensuring decisions are made in a prudent and responsible fashion.
    • Provide premier client service at all times to include interactions with Financial Advisors and families while ensuring decisions are aligned with fiduciary requirements.
    • Coordinate the implementation and review of investment programs, working with the Alliance Investment Unit and Trust Partners.
    • Collaborate with the appropriate internal partners (TRUST ADVOCACY) to resolve and respond to issues brought forth by principals, income beneficiaries, and remaindermen such as requests for special distributions, fee issues, or disputes.
    • Perform trust compliance requirements including but not limited to Administrative Account reviews on all accounts in accordance with policy, presenting proper documentation and rationale for discretionary actions, completing all required corporate compliance training and ensuring account administration aligns with all policies.
    • Remain current on fiduciary/tax/legal changes that impact administration of accounts.
    • Meet all requirements for remediation of exceptions or any other issues with accounts that require attention.
    • May manage large family relationships and multigenerational trusts.
    • Responsible for ensuring colleagues are compliant with expectations for their account administration i. e. administrative reviews are completed timely each month, overdrafts are cleared within 45 days, outstanding exceptions are addressed ongoing and remediated timely.
    • Participate and assist programs to improve efficiencies, improve client service and/or to improve business outcomes for Comerica Trust Alliance. Actively contributes to the team, collaborating and providing feedback on operational improvements.
    New Business Development
    • Assists new business opportunities with the Business Development Officers (Trust Specialists) participating, as needed, in prospect and client meetings to expand existing relationships.
    • Attend meetings and provides presentations with internal and external referral sources to encourage business development.
    • Provide the opportunity for colleagues to create or expand connections with centers of influence, while creating opportunities for themselves.
    Leadership and Management
    • Provide leadership and mentorship to team members creating opportunities for growth and development within their roles.
    • Create an atmosphere of accountability for client service, an expectation of proactive client contact and an expectation that colleagues adhere to client communication guidelines.
    • Establish an expectation that colleagues are accountable to attrition results in their book of business.
    • Accountable for attrition results in the regional book of business and Alliance Trust as a whole.
    • Supervise direct reports in management of day to day activities, enhance their professional development, and improve staff performance. Review reports which assist in measuring the overall performance of the designated work unit.
    Dimension and Scope Data
    * 10-15 staff * $15 M in regional revenue/$2.5 M in new sales annually * 1,500 accounts * Multi-office responsibilities

    Position Qualifications:
    • Bachelor's Degree from an accredited university
    • At least 5 years staff management experience
    • At least 10 years Fiduciary Administration experience
    • CFP (Certified Financial Planner) preferred
    • CTFA (Certified Trust and Fiduciary Advisor) preferred
    Charlotte
    8:00am - 5:00pm Monday - Friday
    Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

     

  • 15 Days Ago
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Relationship Manager (Hybrid/In- Office M, W, Th)
  • Redwood Trust Inc
  • Charlotte, NC FULL_TIME
  • CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental propertie...
  • 11 Days Ago
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Regional Real Estate Manager
  • Madison Trust Company / Broad Financial
  • Charlotte, NC FULL_TIME
  • Company DescriptionBroad Management, an affiliate of the Broad Financial group, is a rapidly growing owner and manager of over 7000 garden style apartments throughout the United States.We are seeking ...
  • 1 Month Ago
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Automotive Service Manager
  • TX06 Bridgestone Retail Operations, LLC.
  • Peachland, NC FULL_TIME
  • Company Overview Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including ...
  • 19 Days Ago
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Cleaner
  • Aware Manager
  • Charlotte, NC PART_TIME,FULL_TIME
  • CleanerWe are looking for a Cleaner to take care of our facilities and carry out cleaning and maintenance duties. The goal is to keep our building in a clean and orderly condition.ResponsibilitiesClea...
  • 17 Days Ago
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Operations Manager
  • FinTech Processing
  • Charlotte, NC FULL_TIME
  • Operations Manager Company Description FinTech Processing is a national Merchant Service Provider based in Charlotte, North Carolina. Our core services include credit card processing, wireless/mobile ...
  • 11 Days Ago
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0 Trust Manager - Operations jobs found in Charlotte, NC area

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Operations Manager
  • Capitol Special Patrol
  • Charlotte, NC
  • The ideal candidate will have experience in the security industry and be able to create and maintain an efficient operat...
  • 4/19/2024 12:00:00 AM
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Operations Manager
  • Ruggable
  • Charlotte, NC
  • About Ruggable: Ruggable is a leading direct-to-consumer e-commerce brand based in Los Angeles, California with an extra...
  • 4/19/2024 12:00:00 AM
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Operations Manager
  • Crunch
  • Charlotte, NC
  • Operations Manager Here We GROW Again! Are you a potential Assistant General Manager and ready to leave average in the p...
  • 4/19/2024 12:00:00 AM
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Operations Manager
  • FreightTAS
  • Charlotte, NC
  • Operations Manager - Air and Ocean Freight Forwarding Job Summary We are seeking an experienced and proactive Operations...
  • 4/18/2024 12:00:00 AM
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Operations Manager
  • Spur Logistics LLC
  • Charlotte, NC
  • The ideal candidate will have experience leading a team and managing the daily operation of the business. They will be r...
  • 4/18/2024 12:00:00 AM
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Operations Manager
  • Pye Barker Fire and Safety LLC
  • Charlotte, NC
  • Make a difference, protect lives, and achieve your dreams. Build your career with the industry-leading fire, life safety...
  • 4/18/2024 12:00:00 AM
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Operations Manager
  • Century Communities
  • Charlotte, NC
  • Remote: NC, SC, FL, TN About Inspire Home Loans As the proud affiliate lender of Century Communities-one of the nation's...
  • 4/18/2024 12:00:00 AM
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Operations Manager
  • Freighttas
  • Charlotte, NC
  • Operations Manager - Air and Ocean Freight Forwarding Job Summary We are seeking an experienced and proactive Operations...
  • 4/16/2024 12:00:00 AM
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About Charlotte, North Carolina

Charlotte (/ˈʃɑːrlət/) is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg County. In 2017, the U.S. Census Bureau estimated the population was 859,035, making it the 17th-most populous city in the United States. The Charlotte metropolitan area's population ranks 22nd in the U.S., and had a 2016 population of 2,474,314. The Charlotte metropolitan area is part of a sixteen-county market region or combined statistical area with a 2016 census-estimated population of 2,632,249. Between 2004 and 2014, Charlotte was ranked as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Manager - Operations jobs
$103,158 to $150,035
Charlotte, North Carolina area prices
were up 1.5% from a year ago
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What does a Trust Manager - Operations do?

Trust Manager - Operations in Port Arthur, TX
Five or more years related experience and/or training working in the trust operations environment.
December 24, 2019
See the Future Outlook and Educational Requirements for "TRUST OPERATIONS ASSISTANT".
December 25, 2019
Trust Manager - Operations in Bloomington, IN
Banks engaged in trust operations are subject to the rules, policies, and procedures applicable to recordkeeping and confirmation requirements.
December 08, 2019
Trust Manager - Operations in Lexington, KY
“Accountability and transparency are crucial to running a public utility that Angelenos can count on and trust,” Los Angeles Mayor Garcetti said.
January 19, 2020