Senior Trust Advisor

About the role

The New Business Senior Trust Advisor serves as the primary relationship manager for Edward Jones branch teams, focusing on delivering an exceptional account onboarding experience. This role also involves promoting Edward Jones Trust Company services, supporting estate planning discussions, and managing client and branch inquiries.

Responsibilities

• Maintain strong relationships with branch teams and collaborate with the Edward Jones Trust Company Client Service Team.
• Provide informal leadership and guidance within the organization.
• Resolve client and branch inquiries, drive service excellence, and foster confidence in the Trust Company's capabilities.
• Strengthen and deepen relationships with existing Edward Jones branches, increasing awareness and utilization of trust services.
• Promote Edward Jones Trust Company services and support estate planning discussions.
• Proactively identify and pursue new business opportunities through ongoing communication and outreach.
• Travel periodically to meet with branch teams and support relationship development.
• Act as the primary escalation point for onboarding-related client and branch concerns.
• Resolve issues proactively and provide recommended solutions that align client expectations with Trust Company capabilities.
• Lead the onboarding process for all new fiduciary accounts.
• Coordinate onboarding activities across Trust Officers, Fiduciary Officers, Portfolio Managers, and Trust Specialists.
• Evaluate prospective relationships through comprehensive risk assessments.
• Analyze assets, family dynamics, beneficiary structures, tax returns, accountings, and other relevant information.
• Review and perform initial interpretation of governing documents, including: Trust agreements, Wills, Powers of Attorney, Beneficiary designations, Related contracts and legal documents.
• Determine whether EJTC is able to properly interpret and administer governing documents.
• Lead or participate in Trust Company and firm-wide initiatives that improve client service and operational effectiveness.
• Collaborate with partners across the Trust Company and firm to support complex client needs.
• Mentor, coach, and provide guidance to Trust Company associates.
• Maintain compliance with Trust Company policies, procedures, and applicable laws and regulations.

Requirements

• Bachelor's degree required.
• CTFA, JD, or CFP required.
• 7+ years trust and estate management, or related legal or financial services experience required.
• Comprehensive knowledge of advanced fiduciary, gifting, trust management principles, estate planning principles, taxes, insurance, and investment principles and techniques required.
• Advanced ability to balance high-risk compliance, legal, and business decisions.
• Highly skilled in written and verbal communication, especially in explaining complex legal matters to clients.
• High level of interpersonal skills.

Qualifications

• Must be highly skilled in written and verbal communication, especially in explaining complex legal matters to clients.
• Must have high level of interpersonal skills.

Skills

• Excellent written and verbal communication skills.
• Strong interpersonal skills.

Benefits

• Medical and prescription drug coverage.
• Dental coverage.
• Vision coverage.
• Voluntary benefits such as accident, hospital indemnity, and critical illness coverage.
• Short- and long-term disability coverage.
• Basic life and basic AD&D coverage.
• 401(k) retirement plan.
• Tax-advantaged accounts: health savings account and flexible spending account.
• 10 paid holidays.
• 15 days of vacation for new associates.
• Sick time, personal days, and a paid day for volunteerism.
• Eligibility for bonuses and profit sharing.
• Employee Assistance Program.

Pay

Compensation provided for using, not obtaining, the rating.

Schedule

Associates are expected to work in the office four days per week.