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Sr. Regional Fiduciary Manager
Location : California, San Francisco
Refer job # XYVC337828

Job Responsibilities and Requirements: The Sr.RFM is responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen and business development. At the regional level, the Sr. RFM is accountable for revenue growth, client retention, business economics and risk management (provides fiduciary oversight, reviewing documents, negotiating fees and approving discretionary distributions, assuring proper controls and satisfactory audits) across fiduciary activities. Also expected to be the external face of the Fiduciary business with COI's in the community as it relates to & Co and The Private Bank branding. The Sr. RFM provides coaching to team members in promoting solutions grounded in the application of fiduciary/prudent investment and wealth planning knowledge, as the foundation for client relationship management and expansion. The Sr. RFM is the chief advocate of fiduciary services in a market, operating as strategic wholesaler to uncover channel growth opportunities within Wealth, across Wealth, Brokerage & Retirement and & Co. The Sr. RFM is responsible for delivery and fiduciary oversight of advisory-based services to clients in collaboration with Wealth Advisors, Investment Managers, Private Bankers, Financial Advisors and Centers of Influence. This role includes a heavy focus on leading team members in new business acquisition, implementing wealth plans, collaborating with Investment & Fiduciary Centers in setting-up and administering Investment & Fiduciary accounts, retaining client relationships, and developing relationships to their fullest potential by cross-selling services of The Private Bank. Typically oversees the largest and most complex Trust offices within Wealth Management, this postion will be responsible for a $12BB portfolio comprised of Legacy Wealth and Entreprenurial Wealth. Knowledge of wealth planning for newly created wealth is essential. Will manage 6 Fiduciary Advisory Specialists. Required Qualifications: 10+ years of wealth management experience 5+ years of experience in one or a combination of the following: investment management, trust, or investment planning 5+ years of management experience Desired Qualifications: A Juris Doctor (JD) degree Knowledge and understanding of wealth planning, trust, estate, fiduciary law, taxation, and investments.



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