Sr Account Manager, WM Advisory

As a Sr Account Manager on our Wealth Management Advisory team, you will be responsible for supporting/servicing team client relationships by coordinating administration of complex fiduciary accounts. This partner provides support to Wealth Management Trust Advisors, client requests, meetings, business development and creating client presentations.

Requirements

• In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products
• Knowledge of general internal bank trust functions
• Analytical, problem solving, and organizational skills
• Excellent oral and written communication skills
• Highly flexible and adaptable to change
• Ability to work independently

Benefits

• Health, Dental and Vision Insurance
• 401(k)/Retirement Plan
• Flexible Spending Accounts
• Employee Stock Purchase Plan
• Paid Time Off
• Life Insurance