Senior Relationship Manager - Trust (Onsite)
First American · Las Vegas, NV · 1 mo ago
Business Development$102k–$136k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually we have sections: Who We Are, What We Do, What You'll Do, What You'll Bring, Pay Range, What We Offer. According to rules: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to map content to appropriate headings. The posting includes: Who We Are (company overview) maybe not needed as a heading? Could be "About the role"? But they said do NOT repeat the job title as a heading. They gave examples of headings but we can use those that fit. We need to include a section only when posting has real specific content. So we can have sections: About the Company (maybe not in list). But they gave examples: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can use those that match.
We have content: Who We Are (company overview) could go under "About the role"? Not exactly. Maybe we can treat as "About the role" describing role context. But we have separate sections: What We Do (role description), What You'll Do (responsibilities), What You'll Bring (requirements/qualifications/skills), Pay Range, What We Offer (benefits). So we can map:
- About the role: maybe combine Who We Are and What We Do? But better to have separate sections: "About the role" could be a brief description of the role (What We Do). Then "Responsibilities" for What You'll Do. Then "Requirements" or "Qualifications" for What You'll Bring (experience, education). Then "Skills" maybe for specific skills. Then "Pay" for Pay Range. Then "Benefits" for What We Offer.
We must not create sections with filler like "commensurate with experience". We have actual pay range and benefits.
We must not include boilerplate like EEO etc. Remove that.
We need to preserve all substantive information. So we need to include details from Who We Are, What We Do, What You'll Do, What You'll Bring, Pay Range, What We Offer.
We must not include duplicated lines. Ensure we capture everything.
Let's extract content:
Who We Are:
"Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com."
What We Do:
"Responsible for selling investment services and trust services to high-net-worth individuals and families. Accountable for developing his/her leads primarily through networking with key centers of influence and community organizations and leaders, as well as participating in presentations and events in order to meet revenue goals."
What You'll Do:
List bullet points (starting with "Develop external leads..." etc). Let's capture each:
- Develop external leads through solicitation of attorneys, accountants and other centers of influence including community leaders and organizations in order to sell investment management and trust business.
- Develop business opportunities through other FAT distribution channels that may exist currently or in the future.
- Provide periodic estate planning, trust and investment management seminars for prospects and /or professionals as appropriate to generate prospective business and referrals.
- Conduct review of prospect’s financial picture and recommend solutions to meet stated goals and objectives.
- During the sales process, provide detailed analysis of complex financial situations in order to propose the appropriate services to the prospective client.
- Use analytical and sales skills to relate individual customer asset situations to specific products, as well as interactive skills to comprehend prospect needs and respond with the appropriate solutions.
- Responsible for the sales process from inception through account set-up and opening.
- Identify issues and inefficiencies and recommend process improvements.
What You'll Bring:
List:
- 8+ years of trust and/or investment management sales experience with a strong background working specifically with HNW individuals and their advisors.
- Bachelor’s degree or equivalent combination of education and experience.
- MBA, CFP or CFA preferred.
- Working knowledge of fiduciary products and services, including personal trusts, living trusts, wills, investment management, custody services, financial planning, and estate planning, with the ability to address client questions and support sales discussions.
- Excellent written and verbal communication skills.
- Strong relationship-building and interpersonal skills.
- Self-motivated with the ability to work independently and take initiative.
- Strong organizational skills with the ability to manage multiple priorities and adapt to changing business needs.
- Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint.
Pay Range:
"Pay Range: $102,200.00 - $136,200.00 Annually This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location."
What We Offer:
"By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term. Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan."
We need to remove EEO/equal-opportunity boilerplate. The line "First American is an equal opportunity employer in every sense of the term." is EEO boilerplate; should be removed. Also "Based on eligibility, First American offers a comprehensive benefits package..." we keep benefits but remove EEO line.
Also remove "For more information, please visit www.careers.firstam.com." maybe considered navigation? It's a link but not boilerplate; it's substantive? Might be considered external link; but it's not required. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The URL is not necessarily boilerplate; but could be considered navigation? It's a link to careers site; maybe keep? It's not essential to job description; but it's not prohibited. Safer to keep? The instruction says remove navigation; that could be considered navigation. I'd remove it.
Also remove duplicated lines: none.
Now construct HTML.
We need sections only when posting has real specific content. We'll have:
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to map content to appropriate headings. The posting includes: Who We Are (company overview) maybe not needed as a heading? Could be "About the role"? But they said do NOT repeat the job title as a heading. They gave examples of headings but we can use those that fit. We need to include a section only when posting has real specific content. So we can have sections: About the Company (maybe not in list). But they gave examples: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can use those that match.
We have content: Who We Are (company overview) could go under "About the role"? Not exactly. Maybe we can treat as "About the role" describing role context. But we have separate sections: What We Do (role description), What You'll Do (responsibilities), What You'll Bring (requirements/qualifications/skills), Pay Range, What We Offer (benefits). So we can map:
- About the role: maybe combine Who We Are and What We Do? But better to have separate sections: "About the role" could be a brief description of the role (What We Do). Then "Responsibilities" for What You'll Do. Then "Requirements" or "Qualifications" for What You'll Bring (experience, education). Then "Skills" maybe for specific skills. Then "Pay" for Pay Range. Then "Benefits" for What We Offer.
We must not create sections with filler like "commensurate with experience". We have actual pay range and benefits.
We must not include boilerplate like EEO etc. Remove that.
We need to preserve all substantive information. So we need to include details from Who We Are, What We Do, What You'll Do, What You'll Bring, Pay Range, What We Offer.
We must not include duplicated lines. Ensure we capture everything.
Let's extract content:
Who We Are:
"Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com."
What We Do:
"Responsible for selling investment services and trust services to high-net-worth individuals and families. Accountable for developing his/her leads primarily through networking with key centers of influence and community organizations and leaders, as well as participating in presentations and events in order to meet revenue goals."
What You'll Do:
List bullet points (starting with "Develop external leads..." etc). Let's capture each:
- Develop external leads through solicitation of attorneys, accountants and other centers of influence including community leaders and organizations in order to sell investment management and trust business.
- Develop business opportunities through other FAT distribution channels that may exist currently or in the future.
- Provide periodic estate planning, trust and investment management seminars for prospects and /or professionals as appropriate to generate prospective business and referrals.
- Conduct review of prospect’s financial picture and recommend solutions to meet stated goals and objectives.
- During the sales process, provide detailed analysis of complex financial situations in order to propose the appropriate services to the prospective client.
- Use analytical and sales skills to relate individual customer asset situations to specific products, as well as interactive skills to comprehend prospect needs and respond with the appropriate solutions.
- Responsible for the sales process from inception through account set-up and opening.
- Identify issues and inefficiencies and recommend process improvements.
What You'll Bring:
List:
- 8+ years of trust and/or investment management sales experience with a strong background working specifically with HNW individuals and their advisors.
- Bachelor’s degree or equivalent combination of education and experience.
- MBA, CFP or CFA preferred.
- Working knowledge of fiduciary products and services, including personal trusts, living trusts, wills, investment management, custody services, financial planning, and estate planning, with the ability to address client questions and support sales discussions.
- Excellent written and verbal communication skills.
- Strong relationship-building and interpersonal skills.
- Self-motivated with the ability to work independently and take initiative.
- Strong organizational skills with the ability to manage multiple priorities and adapt to changing business needs.
- Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint.
Pay Range:
"Pay Range: $102,200.00 - $136,200.00 Annually This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location."
What We Offer:
"By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term. Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan."
We need to remove EEO/equal-opportunity boilerplate. The line "First American is an equal opportunity employer in every sense of the term." is EEO boilerplate; should be removed. Also "Based on eligibility, First American offers a comprehensive benefits package..." we keep benefits but remove EEO line.
Also remove "For more information, please visit www.careers.firstam.com." maybe considered navigation? It's a link but not boilerplate; it's substantive? Might be considered external link; but it's not required. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The URL is not necessarily boilerplate; but could be considered navigation? It's a link to careers site; maybe keep? It's not essential to job description; but it's not prohibited. Safer to keep? The instruction says remove navigation; that could be considered navigation. I'd remove it.
Also remove duplicated lines: none.
Now construct HTML.
We need sections only when posting has real specific content. We'll have:
About the role
maybe combine Who We Are and What We Do? But we could have separate: "About the company" not in list. But we can use "About the role" to describe the role (What We Do). Then "Who We Are" could be omitted? But we must preserve ALL substantive information. If we omit Who We Are, we lose that info. So we need to include it somewhere. Could put under "About the role" as a paragraph describing the company and role. Or we could create a section "About the company" but not in allowed headings list; but we could still use with any heading? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive; we can use other headings as long as they are . Probably okay to use any heading. But to be safe, we can map to given headings: "About the role" can include company overview and role description. "Responsibilities" for What You'll Do. "Requirements" for What You'll Bring (experience, education). "Skills" for specific skills (maybe separate). "Pay" for Pay Range. "Benefits" for What We Offer.
We need to avoid thin sections; combine where appropriate.
Let's design:
not needed; just output HTML fragment.
We'll have:
About the role
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive; we can use other headings as long as they are . Probably okay to use any heading. But to be safe, we can map to given headings: "About the role" can include company overview and role description. "Responsibilities" for What You'll Do. "Requirements" for What You'll Bring (experience, education). "Skills" for specific skills (maybe separate). "Pay" for Pay Range. "Benefits" for What We Offer.
We need to avoid thin sections; combine where appropriate.
Let's design:
not needed; just output HTML fragment.
We'll have:
About the role
About the role
Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all.
Responsible for selling investment services and trust services to high-net-worth individuals and families. Accountable for developing his/her leads primarily through networking with key centers of influence and community organizations and leaders, as well as participating in presentations and events in order to meet revenue goals.
Responsibilities
- Develop external leads through solicitation of attorneys, accountants and other centers of influence including community leaders and organizations in order to sell investment management and trust business.
- Develop business opportunities through other FAT distribution channels that may exist currently or in the future.
- Provide periodic estate planning, trust and investment management seminars for prospects and/or professionals as appropriate to generate prospective business and referrals.
- Conduct review of prospect’s financial picture and recommend solutions to meet stated goals and objectives.
- During the sales process, provide detailed analysis of complex financial situations in order to propose the appropriate services to the prospective client.
- Use analytical and sales skills to relate individual customer asset situations to specific products, as well as interactive skills to comprehend prospect needs and respond with the appropriate solutions.
- Responsible for the sales process from inception through account set-up and opening.
- Identify issues and inefficiencies and recommend process improvements.
Requirements
- 8+ years of trust and/or investment management sales experience with a strong background working specifically with HNW individuals and their advisors.
- Bachelor’s degree or equivalent combination of education and experience.
- MBA, CFP or CFA preferred.
Skills
- Working knowledge of fiduciary products and services, including personal trusts, living trusts, wills, investment management, custody services, financial planning, and estate planning, with the ability to address client questions and support sales discussions.
- Excellent written and verbal communication skills.
- Strong relationship-building and interpersonal skills.
- Self-motivated with the ability to work independently and take initiative.
- Strong organizational skills with the ability to manage multiple priorities and adapt to changing business needs