Trust Market Manager
Wealth Management
Newport Beach,
California
Description
About Us:
At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
Responsible for directing the assigned trust office with the objective to achieve office goals, maximize growth and profitability in a manner consistent with the values and interests of Columbia Trust Company. The Trust Market Manager has responsibility for the management of the trust administrative team and its assigned book of business, with the approval and guidance of the Trust Regional Director or Trust President.
Directly responsible for the administration of larger, more complex client relationships in the office.
Responsible for the overall level of performance and profitability of the trust office.
Adheres to annual budget and business plan that support trust company objectives.
Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals.
Reports on the activities of the assigned office to senior management of the trust company.
Responsible for leadership and mentoring of the direct reports.
Working with external and internal partners, identifies market opportunities and coordinates activity to direct growth of the trust customer base and penetration of existing customers.
Coordination of business development efforts of sales, administrative and investment staff.
Monitors and coordinates activities to ensure all compliance and audit requirements are implemented and met.
Supervise and implement efforts to promote office efficiencies and innovation.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become "Business Bank of Choice"
May perform other duties as assigned.
About You:
Bachelor's Degree Or equivalent work experience Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred.
10+ Years of experience in trust services and team management/supervisory experience, required.
Experience in presentations to prospective clients, required.
Successful sales/client service experience in trust administration, required.
Thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues, required.
Involvement in professional organizations, required.
Ability to communicate and present advanced estate planning strategies, required.
Strong written and verbal communication skills.
Public Speaking skills, desired.
Job Location(s): Ability to work fully onsite at posted location(s).
4040 MacArthur Blvd Suite 100
Newport, CA 92660
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $129,000.00 to $230,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity :
Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected] .
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
