Trust Team Manager jobs in Illinois
Trust Team Manager manages and oversees a team of Trust Officers assigned to the largest and most complex trust accounts. May manage the administration of other credit and wealth management related products and services. Being a Trust Team Manager typically requires a bachelor's degree. Typically reports to a head of a unit/department or Top Executive. The Trust Team Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Trust Team Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Recently Added Trust Team Manager jobs
Portfolio Manager
- Commerce Trust
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Bloomington, IL
FULL_TIME
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About Working At Commerce
Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.
Compensation Range
Annual Salary: $78,500.00 - $157,000.00 (Amount based on relevant experience, skills, and competencies.)
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank
About This Job
The main purpose of this job is to manage assigned client portfolios, including establishment of investment objective, asset allocation, selection of specific securities, investment performance reporting, and client service.
Essential Functions- Participate in leadership activities, including policy and strategy committees
- Serve as a resource for other members of department
- Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate
- Determine appropriate investment objective of assigned client investment portfolios, work with the client and administrative officer as appropriate
- Provide information to clients regarding general market and economic conditions, consistent with the investment and economic market outlook
- Review existing client portfolios to ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendations
- Provide timely implementation of security-specific recommendations in assigned client portfolios
- Pro-actively discuss investment and/or client problems and concerns with leadership in order to promote timely resolution of outstanding issues
- Provide support to the investment committees by providing complete and timely information about assigned client portfolios
- Maintain constructive, pro-active working relationship with private client associates to provide timely client service
- Participate in new business development
- Perform other duties as assigned
- Strong knowledge of portfolio management
- Understanding of various types of accounts and investment management
- Advanced presentation skills along with well-developed negotiation skills
- Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
- Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
- Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
- Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
- Bachelor’s degree or equivalent combination of education and experience required
- 6 years trust, bank or investment management experience required
- Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred
- Level of role is determined by knowledge, experience, skills, abilities, and education
- For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Portfolio Manager I, II & III – CTC job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $78,500 to $157,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Time Type:
Full time - 7 Days Ago
Project Manager (IT)
- northern-trust
-
Chicago, IL
FULL_TIME
- Title: ITSM Project Manager - Security Applications SupportResponsibilities:• Lead the development and implementation of a tiered support operations team for information security applications.• Define...
- 21 Days Ago
Manager, Trust Accounting
- Zenith American Solutions, Inc.
-
Brook, IL
FULL_TIME
- Title: Manager, Trust Accounting Department: Trust AccountingFLSA: Exempt Hours: 40Position SummaryManages trust accounting/fund operations and supports client services, in accordance with Company gui...
- Just Posted
Trust and Safety/Outreach Manager
- Meta
-
Chicago, IL
FULL_TIME
- Meta seeks a highly motivated team player to serve as a Trust and Safety Outreach leader to join our NORAM team. The position will be responsible for developing and maintaining strategic relationships...
- 5 Days Ago
Manager, Trust Accounting
- Zenith American
-
Brook, IL
OTHER
- Title: Manager, Trust Accounting Department: Trust Accounting FLSA: Exempt Hours: 40 Position Summary Manages trust accounting/fund operations and supports client services, in accordance with Company ...
- 6 Days Ago
Personal Trust Manager II
- Associated Bank - Corp
-
Chicago, IL
FULL_TIME
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your grow...
- 19 Days Ago
Trust Team Manager jobs at Popular Companies
Board Governance/Private Trust Manager
- McCormack Schreiber Legal Search
-
Chicago, IL
- About the Position: We are working with a sophisticated private family office that has an immediate need for a board gov...
- 6/2/2024 12:00:00 AM
Key Account Manager
- Variant Partners
-
Farmington Hills, MI
- Our client, a top performing motor vehicle manufacturing supplier, is looking to add a Key Account Manager to their grow...
- 6/2/2024 12:00:00 AM
Personal Trust Manager I
- The Judge Group
-
Madison, WI
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
- 6/1/2024 12:00:00 AM
Personal Trust Manager II
- Hiring Now!
-
Chicago, IL
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
- 6/1/2024 12:00:00 AM
Real Estate Funds & Real Estate Investment Trust Manager 1
- RSM Delivery Center Private Limited (India)
-
- We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
- 6/1/2024 12:00:00 AM
Construction Manager
- Randstad Engineering US
-
Lansing, MI
- Awesome contract position for a Construction Manager! The Construction Manager (CM) is responsible for monitoring and ma...
- 5/31/2024 12:00:00 AM
Real Estate Funds & Real Estate Investment Trust Manager
- RSM Delivery Center Private Limited (India)
-
Hyderabad, Telangana
- We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
- 5/30/2024 12:00:00 AM
Regional Trust Manager
- First Interstate BancSystem, Inc.
-
Sioux Falls, SD
- Responsible for the delivery and management of trust platform services across a region. Through this position the manage...
- 5/30/2024 12:00:00 AM
About Illinois
Illinois (/ˌɪlɪˈnɔɪ/ (listen) IL-ih-NOY) is a state in the Midwestern and Great Lakes region of the United States. It has the fifth largest gross domestic product (GDP),
the sixth largest population, and the 25th largest land area of all U.S. states. Illinois is often noted as a microcosm of the entire United States. With Chicago in northeastern Illinois, small industrial cities and immense agricultural productivity in the north and center of the state, and natural resources such as coal, timber, and petroleum in the south, Illinois has a diverse economic base, and is a major transportation hu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$127,417 to $180,281
Most Popular Cities in Illinois for Trust Team Manager Jobs
What does a Trust Team Manager do?
Trust Team Manager in Nassau, NY
The team manager needs to demonstrate trust in their team members – employees who sense that their manager doesn’t trust them are likely to feel disengaged and less likely to go the extra mile.
January 20, 2020
Trust Team Manager in Parkersburg, WV
Everyone accepts that delegating tasks is the key to being an effective manager.
February 22, 2020
Trust Team Manager in Bismarck, ND
Of course, trust in any type of collaboration is vital but when team members rarely or never see each other in person they are less likely to build trusting relationships between each other. Team members may also have competing priorities if they are part of several concurrent project teams and so showing that they are trusted will help them stay on track.
December 31, 2019
The position of a manager comes with a new office, new staff, new ideas, new personalities and new responsibilities.
December 01, 2019