Trust Team Manager jobs in New Bedford, MA

Trust Team Manager manages and oversees a team of Trust Officers assigned to the largest and most complex trust accounts. May manage the administration of other credit and wealth management related products and services. Being a Trust Team Manager typically requires a bachelor's degree. Typically reports to a head of a unit/department or Top Executive. The Trust Team Manager 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. To be a Trust Team Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Relationship Manager - IMG
  • Rockland Trust
  • Hyannis, MA FULL_TIME
  • The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. The Relationship Manager serves as the primary point of contact for clients, understanding their financial objectives and delivering comprehensive tailored solutions to meet all of their financial objectives.


    Key Responsibilities:

    • Develop and nurture relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
    • Provide personalized financial solutions and recommendations based on thorough analysis of clients' financial situations.
    • Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.
    • Act as a trusted advisor to clients, delivering exceptional service and ensuring their investment objectives are aligned with their long-term financial goals.
    • Proactively identify opportunities to grow client relationships, increase assets under management, and generate new business through referrals and networking.
    • Stay informed about industry trends, regulatory changes, and market developments, and communicate relevant information to clients.
    • Responsible for the day to day administration of accounts consisting of investment management portfolios, revocable and irrevocable trusts, and estates.
    • Maintain accurate records of client interactions, investment decisions, retirement planning goals, ensuring compliance with regulatory requirements and internal policies.

    Required Skills and Experience:

    • A Bachelor of Arts or Science is required. Master's degree is appreciated.
    • A minimum of 5-10 years' experience in the financial services industry or related field with knowledge of trust administration, portfolio management, financial planning, and estate settlement.
    • Proven track record of building and managing client relationships.
    • Commitment to serving as a fiduciary in the wealth management arena.
    • Strong understanding of financial markets, investment products, and wealth management principles, with the ability to communicate complex financial concepts to clients in a clear and concise manner.
    • Excellent interpersonal and communication skills, with the ability to establish rapport with clients, understand their needs, and provide tailored investment advice and solutions.
    • Demonstrated ability to work effectively in a fast-paced, dynamic environment, with a focus on delivering exceptional client service and driving business results.
    • Trust certifications, attendance at Trust Schools, law degrees and CFP designation preferred.

    Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!

    At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



    "Rockland Trust is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. We recognize that in competitive financial services markets, employees make the difference between an ordinary company and an excellent one. Employees come to Rockland Trust with different backgrounds and experiences. These differences together can result in greater creativity, better insights, and improved decision-making, all vital to Rockland Trust's success in the New England marketplace.




    If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 781.982.6198 or email Careers@RocklandTrust.com for assistance. "


     

  • 4 Days Ago

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Branch Manager Nantucket Amelia Branch
  • Rockland Trust
  • Nantucket, MA FULL_TIME
  • As a Branch Manager at Rockland Trust, you are instrumental in driving branch success and delivering exceptional customer experience as you build, coach, develop, lead, and motivate a dedicated team o...
  • 9 Days Ago

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Assistant Manager
  • Sardinha Family Trust
  • Marion, MA FULL_TIME
  • You are applying for work with a franchisee of Dunkin' Donuts, not Dunkin' Brands, Inc., Dunkin' Donuts or any of their affiliates. Any information you submit will be provided solely to the franchisee...
  • 15 Days Ago

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Assistant Manager
  • Sardinha Family Trust
  • Assonet, MA FULL_TIME
  • You are applying for work with a franchisee of Dunkin' Donuts, not Dunkin' Brands, Inc., Dunkin' Donuts or any of their affiliates. Any information you submit will be provided solely to the franchisee...
  • 15 Days Ago

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Assistant Manager
  • Sardinha Family Trust
  • Mattapoisett, MA FULL_TIME
  • You are applying for work with a franchisee of Dunkin' Donuts, not Dunkin' Brands, Inc., Dunkin' Donuts or any of their affiliates. Any information you submit will be provided solely to the franchisee...
  • 15 Days Ago

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Assistant Manager
  • Sardinha Family Trust
  • Berkley, MA FULL_TIME
  • You are applying for work with a franchisee of Dunkin' Donuts, not Dunkin' Brands, Inc., Dunkin' Donuts or any of their affiliates. Any information you submit will be provided solely to the franchisee...
  • 16 Days Ago

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0 Trust Team Manager jobs found in New Bedford, MA area

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Assistant Manager
  • Baskin Robbins
  • Pembroke, MA
  • Pay Range: $18-$19 ?Cadete Enterprises is currently hiring an Assistant Manager to join our team at Dunkin. Well let you...
  • 3/28/2024 12:00:00 AM

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President & COO
  • VNA of Care New England
  • Warwick, RI
  • Job Summary: The President & Chief Operations Officer, VNA of CNE is responsible for the smooth, effective, and efficien...
  • 3/27/2024 12:00:00 AM

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Executive Director, Narragansett Bay Estuary Program
  • Roger Williams University
  • Bristol, RI
  • Job Description: Reporting to the Associate Provost for Global and Community Engagement, the Executive Director of the N...
  • 3/27/2024 12:00:00 AM

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Project Manager-Owner's Rep
  • Colliers Engineering & Design
  • Providence, RI
  • Overview: At Colliers Project Leaders we help leaders advance the built environment by assisting them to build amazing w...
  • 3/27/2024 12:00:00 AM

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Executive Director
  • RI Resource Recovery Corp
  • Johnston, RI
  • Job Description Job Description Employer: RHODE ISLAND RESOURCE RECOVERY CORPORATION Job Title: Executive Director Repor...
  • 3/26/2024 12:00:00 AM

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Store Department Head - Clothing Department
  • Ocean State Job Lot
  • Taunton, MA
  • Compensation for this opportunity is based on candidate experience and position Join our team! All associates receive a ...
  • 3/25/2024 12:00:00 AM

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Operations Manager
  • Willwork Global Event Services
  • South Easton, MA
  • Job Description Job Description National Labor Management Company is seeking an experienced Operations Manager to handle...
  • 3/25/2024 12:00:00 AM

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Vice President Supply Chain Management
  • Care New England
  • Providence, RI
  • Supply Chain Leadership Opportunity! If you are a visionary leader with a passion for transforming healthcare supply cha...
  • 3/24/2024 12:00:00 AM

New Bedford is a city in Bristol County, Massachusetts, United States. As of the 2010 census, the city had a total population of 95,072, making it the sixth-largest city in Massachusetts. New Bedford is nicknamed "The Whaling City" because during the 19th century, the city was one of the most important whaling ports in the world, along with Nantucket, Massachusetts and New London, Connecticut. The city, along with Fall River and Taunton, make up the three largest cities in the South Coast region of Massachusetts and is known for its fishing fleet and accompanying seafood producing industries ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$131,928 to $186,667
New Bedford, Massachusetts area prices
were up 1.6% from a year ago

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