Senior Trustee Consultant

Job Overview

The Senior Trustee Consultant will join the Business Development team within LPL’s wholly owned subsidiary The Private Trust Company. This role is crucial for supporting LPL Advisors in providing trustee services to their clients.

Responsibilities

• Exhibits thorough knowledge of both trust administration and settlement services.
• Reviews all governing documents and asset statements associated with new business opportunities and prepares them for legal review.
• Presents new business cases to the acceptance working group after legal review.
• Liaises with LPL Advisors to provide exemplary communication throughout the new business acceptance process.
• Manages the new business opportunity pipeline efficiently and diligently.
• Represents PTC in business development efforts with internal partners at LPL and with LPL Advisors.
• Participates in LPL advisor and client meetings as needed.
• Prepares 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

$68,083.00 - $113,403.00

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off