Senior Trustee Consultant

🔥 20 hours ago

🌴 South Carolina – Remote

🌴 South Carolina – Remote

💵 $88.6k - $147.6k / year

⏰ Full Time

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.

📋 Description

• Serve as the lead consultant with LPL Advisors when they present new cases to PTC for trustee and/or settlement services • Apply knowledge of trust administration and settlement services • Analyze and interpret wills, trusts, agreements, entity documents, investment statements, and special asset information • Summarize and prepare new cases for legal and acceptance reviews • Mentor and coach trust specialists in preparing summaries, document management, and communications • Manage financial advisor and client experience for moderately complex to complex trustee cases • Identify client needs, address concerns, resolve issues, and respond to inquiries • Communicate with financial advisors, external partners, colleagues, trustees, attorneys, and beneficiaries throughout PTC’s trustee acceptance process • Manage the new business opportunity pipeline with strong organization and follow-up • Participate in special projects and initiatives • Collaborate across PTC and LPL to enhance best practices and team dynamics • Represent PTC in business development efforts with internal LPL partners and LPL Advisors • Participate in advisor and client meetings as needed • Prepare special reports, spreadsheets, and correspondence as needed

🎯 Requirements

• Bachelor’s Degree • Five years’ experience in trustee services, preferably with a broker-dealer or in a traditional bank/trust company • Knowledge of financial planning, philanthropic planning and fiduciary law • Experience working with high net worth (HNW) clients • Ability to successfully handle multiple responsibilities and meet deadlines in a quality-first, team-oriented environment • Strong use of Microsoft Office • Verbal and written communication skills for effective interactions with clients, financial advisors, and other professionals • CTFA, CFP or ChFC preferred

🏖️ Benefits

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Competitive LPL Total Rewards package