Senior Trustee Consultant
Job Overview
The Senior Trustee Consultant will be an integral member of the Business Development team within LPL’s wholly owned subsidiary The Private Trust Company. Through our delegated model The Private Trust Company enables LPL Advisors to maintain investment management and relationship management responsibilities. We are looking for an experienced and engaging trust professional who is passionate about helping LPL Advisors provide trustee services to their clients.
Responsibilities
- Trustee Services Expert – Exhibits thorough knowledge of both trust administration and settlement services. Capable of reviewing all governing documents and asset statements associated with new business opportunities and preparing them for legal review.
- Post legal review, present new business cases to the acceptance working group.
- New business liaison between PTC and LPL Advisors: Responsible for providing exemplary communication to LPL Advisors in support of general inquiries and through all steps of the new business acceptance process.
- Pipeline Manager: Superior organizational and follow up skills to ensure the new business opportunity pipeline is managed both efficiently and diligently.
- PTC Brand Ambassador: Represent PTC in business development efforts with internal partners at LPL and with LPL Advisors.
- Participating in LPL advisor and client meetings as needed
- Preparation of special reports, spreadsheets and correspondence, as needed
Requirements
- Bachelor’s Degree
- 5+ years of professional work experience
- Trustee services experience with a trust company or in the investment industry
- Experience working with high net worth (HNW) clients
Core Competencies
- Ability to successfully handle multiple responsibilities and meet deadlines in a quality-first, team-oriented environment
Preferences
- CTFA, CFP or ChFC
Pay Range
Pay Range: $68,083.00 - $113,403.00
Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.