Specialists Group LLC, The
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Job Location: Wichita, Kansas
Salary:
Salary: Up to $100,000
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Duties Include:
Responsible for meeting the needs of clients regarding investments, fiduciary, asset management and retirement plan services. Will also review account activity to determine compliance with trust documentation and bank policies. Formulates and reviews trust policies and procedures. Works with executives and advises on policy questions, business development, staff requirements, and salary administration as they relate to the wealth management department. Serves as part of bank senior management in the development of long range planning. Will also maintain professional and community relationships to promote new business opportunities.
Requirements:
Senior level wealth management experience, with expert knowledge of trust products/procedures and regulatory/policy requirements and have a bachelors degree along with excellent communication, decision making and business development skills. A law degree with additional certifications (certified financial planner, certified trust and financial advisor, chartered financial analyst) is preferred.
How To Apply:
When responding to our company:
- Please send only ONE e-mail/response for all positions. Please include Trust Manager/NJNW090012T inside email (not on subject line). Prefer resume be sent as attachment in MS Word or Text format.
- Please provide your wage requirements.
- You must reside in the Wichita area. If you are relocating to the Wichita area, please let us know in your reply when you will be in Wichita and available for interviews.
Mailing Address:
Resume/NJNW090012T
Specialists Group LLC, The
105 S. Broadway, Suite 200
Wichita, KS 67202
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