Trust Market Manager
Wealth Management
South Jordan,
Utah
Greenwood Village,
Colorado
Walnut Creek,
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 ourassociates.
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:
In this roleyou will be 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 themanagement 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 Degreeor equivalent work experience, preferred
Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred
10+years'experiencein trust services and team management/supervisory experience, required
10+ years' experiencein presentations to prospective clients,required
10+ years'successful sales/client service experience in trust administration,required
10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required
10+ years'involvement in professional organizations Ability to communicate and present advanced estate planning strategies,required
Strong written and verbal communication skills.
Public Speaking skills desired
Travel:
Occasional
Job Location(s): This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:
Denver, CO
Walnut Creek, CA
Salt Lake City, UT
Our Benefits:
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $120,000.00 to $210,000.00, and the pay rate for the selected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible 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, legalsupport, 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 isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout 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 onlyintendedfor individuals seekingemploymentat 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 resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.
