Trust Consultant

Overview

National Advisors Trust Company (NAT) is a federally chartered trust company with ~$9 billion in assets under administration. Founded in 2001, NAT provides corporate directed trustee and custodian services to the financial services industry and the clients they serve. NATC's strong and growing asset base makes the company one of the nation's largest independent trust companies. The culture within NAT is evolving as NAT continues to adapt and grow in a wealth management industry constantly changing. With a relatively flat organizational structure, the firm's culture aligns with individuals who have an appetite to ask questions, contribute content, offer new or better solutions, galvanize internal relationships, and serve clients at the highest levels.

Leadership

This individual will provide support to the Trust New Business and Advisor Relations team members responsible for organic growth. In addition, he/she will step into an industry leadership role, becoming the face of NAT in the RIA Channel. He/she will continue to build and strengthen the strategic relationships that NAT has already established with core firms. Another key leadership responsibility may include speaking engagements at client or industry conferences. There is a significant opportunity to grow and mentor others as NAT continues to deepen relationships with existing and new clients. This role is a key contributor to the trust new business unit and NAT.

Responsibilities

• Manage the intake of trust referrals, onboard trust new business, and deliver outstanding client experiences through the process.
• Understand and employ NAT’s risk management standards and practices.
• Oversee the Trust Risk review process.
• Directly perform risk reviews for new trust referrals > $10MM and trust referrals deemed to be complex.
• Lead, develop, and grow other Trust New Business teammates.
• Focus on the Client Experience and be an agent for cultural change regarding the client experience.
• Define, measure, and report performance measures and metrics by providing a D/W/M/Q operating scorecard to track performance against goals.
• Produce trust synoptics for both Trust Officers and advisor partners.
• Develop and implement a client satisfaction feedback program.
• Develop and manage the process to guide advisors through the company’s trust referral journey.
• Responsible for Trust New Business escalations.
• Collaborate with clients and internal partners to establish, maintain, and support National Advisors Trust’s best practices and service standards.
• Prepare Trust New Business reporting for senior management.
• Provide support for other projects as required.

Qualifications

• 10+ years of experience in Trust Administration and Trust Business Development.
• Strong relationship builder, prior experience in client relationship management required.
• Enthusiastic, high-energy worker.
• Knowledgeable and creative problem solver.
• Highly responsive.
• Strong process management acumen.
• Proven ability to solve problems and prioritize workflow in a fast-paced team environment.
• Strong attention to detail with excellent analytical skills and the ability to exercise independent judgment consistent with policies and procedures.
• Strong interpersonal and communication skills with the ability to provide excellent service to external and internal clients.
• Proficient in Microsoft Office applications.
• CRM experience is preferred.
• Law Degree or bachelor’s degree in a related field.
• Minimal travel required.
• Able to work independently with minimal supervision.

Benefits

National Advisors offers a wide range of employee benefits including 401K with company match, medical, vision and dental healthcare plans, paid time off, professional growth and internal promotion opportunities due to continuous organizational growth. NAH offers a competitive salary.