1+ months

Team Leader - Trust Services (Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
The individual in this position is responsible for a business unit of the Trust Company, leading a team of associates who administer the trust accounts of Edward Jones Trust Company clients. The associates responsible to the Leader will include multiple disciplines and responsibilities of the Trust Company, such as:

* Daily management and support of probate and estate settlement trust administration in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts relating to the account relationship.
* Developing, strengthening, and retaining client, beneficiary and branch team relationships;
* Reviewing, understanding, and interpreting trust agreements, wills, powers of attorney and other contracts to limit regulatory and legal risk;
* Discussing and explaining complex tax and estate planning concepts and trust terms with beneficiaries and financial advisors;
* Managing client service with other Trust Company and Operations associates, branch teams, attorneys, CPAs and outside business professionals with an emphasis on probate and post-death trust matters;
* Formulating plans for the execution of estate plans, using tax planning analysis and wealth transfer strategies;
* Engaging outside attorneys; including managing and following up on legal work performed by outside attorneys;
* Discretionary management of all trust account types and execution of estate plans in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, powers of attorney, beneficiary designations and all contracts relating to the relationship to manage the account and limit regulatory and legal risk;
* Partnering with financial advisors to fully understand client needs and deliver an excellent client experience;
* Evaluating discretionary distribution standards and making discretionary decisions;
* Articulating legal principals, explaining legal processes, and making recommendations based on legal factors;
* Delivering the overall client experience with the Trust Company.

The Leader will be responsible for:

* Business planning initiatives and financial results of the business unit;
* Leading initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission;

* The overall experience of clients and branch teams;
* Associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations;
* Partnering with multiple areas in the Trust Company and firm to achieve business objectives;
* Developing, coaching and leading associates with various professional and industry certifications;
* Fulfilling actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors;
* Managing service activities related to account administration;
* Developing and implementing guidelines and procedures;
* Serving as a voting member of Trust Company committees.

The Leader must be able to understand and monitor the work of trust professionals, demonstrate an advanced ability to balance compliance, legal, and business decisions and encourage appropriate decision making of associates.

Bachelor's degree required; Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred;
Significant leadership experience required;
Demonstrated ability to provide feedback and develop associates required;
Experience in identifying, managing and communicating service lapses strongly preferred;
Minimum of 6 years' experience in administering or investing trust accounts or related roles that required making fiduciary decisions which will be relied upon by others;
Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Must have strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items.
Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred;
Must have excellent written and verbal communication skills (especially in complex matters) and interpersonal skills;
Demonstrated critical thinking skills and ability to use discretion in highly complex situations.


* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.


Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. [Visit our career site]() to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Categories

Posted: 2021-01-25 Expires: 2021-05-16

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Team Leader - Trust Services (Remote Work Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast