Trust Consultant

Overview

National Advisors Trust Company (NAT) is a federally chartered trust company with ~$9 billion in assets under administration. Founded in 2001, NAT provides corporate directed trustee and custodian services to the financial services industry and the clients they serve. NATC’s strong and growing asset base makes the company one of the nation’s largest independent trust companies.

The culture within NAT is evolving as NAT continues to adapt and grow in a wealth management industry constantly changing. With a relatively flat organizational structure, the firm’s culture aligns with individuals who have an appetite to ask questions, contribute content, offer new or better solutions, galvanize internal relationships, and serve clients at the highest levels. Due to NAT’s desire to grow, scale the trust referral intake process, and deliver an outstanding client onboarding experience for new trust accounts with our advisor community, we are currently seeking a Trust New Business Onboarding Leader.

Leadership

This individual will provide support to the Trust New Business and Advisor Relations team members responsible for organic growth. In addition, he/she will step into an industry leadership role, becoming the face of NAT in the RIA Channel. He/she will continue to build and strengthen the strategic relationships that NAT has already established with core firms. Another key leadership responsibility may include speaking engagements at client or industry conferences. There is a significant opportunity to grow and mentor others as NAT continues to deepen relationships with existing and new clients. This role is a key contributor to the trust new business unit and NAT. The primary role of this position is to drive greater advisory engagement resulting in new trust growth.

Responsibilities

The Trust New Business Onboarding Leader is responsible for managing the intake of trust new business referrals. This role interfaces daily with clients, Trust Officers, and the Trust New Business staff to fully onboard new trusts. This role is responsible for delivering an outstanding client experience to client firms in the NAT network in such a manner that generates additional trust referrals. Trust New Business is a critical function at NAT and this position is a critical success factor for the growth of NAT’s trust account portfolio. The Advisor Relations team is responsible for generating interest and sourcing trust referrals and the Trust New Business team is responsible for performing the new trust onboarding duties. The individual in this role is results-driven, passionate about delivering incredible client experiences, highly responsive, and committed to coaching and growing teammates across the trust knowledge spectrum. The Trust New Business Onboarding Manager provides oversight of risk reviews for trust acceptance with the National Advisors Risk Committee.

Overall, this role is a producer for new trust business and is laser focused on delivering an outstanding client journey through the onboarding of a new trust into NAT.

Some key duties of the role include:

• Manage the intake of trust referrals, onboard trust new business, and deliver outstanding client experiences through the process.


• Understand and employ NAT’s risk management standards and practices.


• Oversee the Trust Risk review process.


• Directly perform risk reviews for new trust referrals > $10MM and trust referrals deemed to be complex.


• Lead, develop, and grow other Trust New Business teammates.


• Focus on the Client Experience and be an agent for cultural change regarding the client experience.


• Define, measure, and report performance measures and metrics by providing a D/W/M/Q operating scorecard to track performance against goals.


• Produce trust synoptics for both Trust Officers and advisor partners.


• Develop and implement a client satisfaction feedback program.


• Develop and manage the process to guide advisors through the company’s trust referral journey.


• Responsible for Trust New Business escalations.


• Collaborate with clients and internal partners to establish, maintain, and support National Advisors Trust’s best practices and service standards.


• Prepare Trust New Business reporting for senior management.


• Provide support for other projects as required.


• Compliance with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position, including but not limited to, prompt completion of required BSA/AML/OFAC training.

Qualifications

• 10+ years of experience in Trust Administration and Trust Business Development.


• Strong relationship builder, prior experience in client relationship management required.


• Enthusiastic, high-energy worker.


• Knowledgeable and creative problem solver.


• Highly responsive.


• Strong process management acumen.


• Proven ability to solve problems and prioritize workflow in a fast-paced team environment.


• Strong attention to detail with excellent analytical skills and the ability to exercise independent judgment consistent with policies and procedures.


• Strong interpersonal and communication skills with the ability to provide excellent service to external and internal clients.


• Proficient in Microsoft Office applications.


• CRM experience is preferred.


• Law Degree or bachelor’s degree in a related field.


• Minimal travel required.


• Ability to work independently with minimal supervision.

Physical Requirements

• Must be able to remain in a stationary position for prolonged periods of time.


• Will occasionally move about inside the office to access file cabinets, office machinery, etc.


• Constantly operate a computer and other office productivity machinery, including copy machine and computer printer.


• Occasionally required to lift objects that are 20 pounds to a height of 3-4 feet

Benefits: National Advisors offers a wide range of employee benefits including 401K with company match, medical, vision and dental healthcare plans, paid time off, professional growth and internal promotion opportunities due to continuous organizational growth. NAH offers a competitive salary.