In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Work directly with advisors & field leaders to recommend and sell Personal Trust Services (PTS). Partner with internal and external wholesalers to meet pipeline opportunity metrics & account acceptance goals. Perform due diligence and risk assessment for pipeline opportunities. Provide sales training on general trust topics to wholesalers and participate in attorney and client meetings with advisors. Contribute to the development and creation of marketing initiatives including pipeline management, current case management, materials, communication, and partner on cross organizational needs.
Manage assigned initial trust opportunities through the acceptance cycle to 'accepted' status, pipeline and case management. Reactive and proactive calls/visits with advisors, wholesalers, attorneys, clients, and others. Confer with advisors, client and other professional advisers regarding routine to more complex estate planning strategies involving trusts. Participate in Trust Administrative Sub-Committee work. Deliver newly accepted business to Trust Officer and operations for funding.
Focus on pipeline management including initial document review and interpretation using familiarity with trust law to provide a thorough and accurate summary review and next steps to advisors. Follow up with advisors regarding routine to more complex business opportunities in the pipeline in order to complete due diligence and risk assessment requirements. Create and present customized trust illustrations, customized trust proposals, etc.
Make recommendations for new PTS initiatives. Project manager for initiatives that intersect with pipeline including fee schedule changes, illustrations and marketing materials, financial reporting improvements, etc. Collaborate cross-organizationally periodically with senior leaders internally/externally to increase awareness and integration of PTS across Ameriprise.
Bachelor's Degree or equivalent
5-7 years relevant experience in trust administration or financial services
Strong written and oral communication skills; ability to adjust communication style to audiences including attorneys, accountants, investment advisors and clients
Ability to manage and prioritize multiple priorities
Strong organizational skills, attention to detail and follow through
Good analytical and problem-solving skills
Familiarity with trust and probate law
Direct experience in Trust/Estate Planning and/or providing trust administrative services
Experience in managing unique assets held in trust, including residential and commercial real estate, farm land, mineral rights and other tangible personal property.