Description

In this role, you’ll be the trusted point of contact for clients and advisors, overseeing every aspect of trust administration from investments to compliance. You’ll also drive growth by leading new account onboarding, engaging in industry events, and continuously refining processes through training and innovation.
 

What you’ll do

• You'll serve as the primary contact for clients and their advisors, ensuring exceptional service and communication. 
• You'll manage all aspects of trust administration, from coordinating advisor directions to overseeing tax and compliance filings. 
• You'll drive business development by attending industry events and leading the onboarding of new trust accounts. 
• You'll enhance processes by engaging in training programs to strengthen and refine directed trust practices. 

What we offer

• IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance.
• Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
•  Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.
• Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment.
• The salary for this position will be dependent on experience and location ($110,000 - $150,000).

Qualifications

• Bachelor's degree in business, law, finance or related field (CPA, CFP, or CTFA is a plus). 
• Minimum of 5 years of experience in a financial institution, law firm, accounting, or consulting firm. 
• Exceptional understanding of fiduciary responsibilities and estate planning principles. 
• Strong communication skills and the willingness to learn the broad range of trust administration and operational / compliance requirements of a directed trust company. 
• Client relationship management experience, preferably in a fiduciary capacity. 
• Excellent problem-solving skills and a desire to learn and collaborate with internal and external stakeholders.  
• Management experience with direct reports or junior team members is a plus. 

Additional Info

Our commitment to you and the environment
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. 

Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.  

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.