Trust and Family Office Director

Company: Bridges Trust Company
Location: Omaha
Posted on: November 18, 2024

Job Description:

Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations. Bridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, - and -performance . About the role The Trust and Family Office Director position has general oversight of a client portfolio and is accountable for supporting the development of new and existing client relationships in coordination with the Relationship Management teams. The role actively manages clients' financial needs and the coordinated delivery of services internally and with external advisors to individuals, families, trusts, and foundations. The Trust and Family Office Director will work closely with the Relationship Management Teams. What you'll do

• Serve a portfolio of clients in coordination with the Relationship Management teams assuming primary responsibility for client satisfaction of day to day financial transactions, accounting services, financial reporting, wealth transfer planning, income and estate tax planning, and such other tactical items as identified by collaborating with the service team and appropriate BT resources to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to partner, and development of advisory relationships with clients.
• Provide guidance and expertise to trust officers for complex trust and estate administration.
• Apply expertise and think creatively to address unique and ambiguous situations and to find solutions to complex and non-routine problems.
• Works with clients and their professional advisors to develop a thorough understanding of the client's needs and goals including specific items related to estate planning, income tax planning and preparation, insurance, tax payments and financial reporting.
• Support current and future generations with formal and ongoing education in stewardship, financial literacy, tax and estate planning, and the role of the family office.
• Cultivate relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities in coordination with the Relationship Management teams.
• Develop a framework and operational structure which supports a multi-generational family enterprise. Clarify decision making processes, roles of trustees and other fiduciaries, and communication protocols.
• Supporting the Relationship Management teams in planning family meeting agendas, coordinating with trust advisors and internal team members and hosting family meetings.
• Gathering, analyzing and documenting client's and prospective client's financial information in coordination with internal team members.
• Provide strategic direction to internal team members to develop and maintain financial, tax and estate planning reporting to meet the clients' goals.
• Draft proposals, presentations, reference material, financial plans and other documents as required. QualificationsRequired Experience:
  • Bachelor's degree required; finance or accounting preferred
  • Graduate degree (MBA/JD) and/or relevant professional certification (CFA/CFP/CPA) preferred. At least 5 years of tax, legal, finance, accounting, financial services or wealth management experience.
  • Experience working with ultra-high net worth clients. -Required Skills:
    • Client-focused mentality, responsive to client needs.
    • Knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts.
    • Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients.
    • Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship.
    • Strong interpersonal skills with an approachable and professional demeanor.
    • Advanced communication and problem-solving skills.
    • Advanced time management skills and ability to work under tight deadlines.
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Keywords: Bridges Trust Company, Council Bluffs , Trust and Family Office Director, Executive , Omaha, Iowa