Service Has itsPrivileges

VP - Trust Specialist - Cincinnati, OH

Bank of America


Location:
Cincinnati, OH
Date:
03/26/2017
Job Code:
bankofamerica-16058985CincinnatiOH
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Job Details

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Company Bank of America

Job Title VP - Trust Specialist - Cincinnati, OH

Jobid bankofamerica-16058985CincinnatiOH

Location: Cincinnati, OH, 45217, USA

Description **Job Description:**



Business Overview



Merrill Lynch Global Wealth and Retirement Services (GWRS) provides a comprehensive set of investment products and services, as well as retirement solutions, to the companys clients and financial advisors globally. GWRS provides the products, tools and content that enables our advisors to help their clients meet their goals while building lasting, productive relationships.



Job Description

The Trust Specialist reports directly to the Sales Performance Executive with Personal Wealth and Retirement. The Trust Specialist is regionally located and responsible for covering specific complexes/offices in the Advisory Division of Merrill Lynch.



+ Develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals

+ Build solid relationships with Financial Advisors, Private Wealth Advisors, Complex Directors, Sales Managers and Regional Managing Directors of the Advisory Division specific to assigned territory

+ Provide trust and estate planning solutions, wealth transfer strategies to clients and prospects in partnership with PWAs and FAs

+ Partner with Insurance Specialist and Wealth Strategist in territory to deliver ""one firm"" to FA's and clients

+ Participate in complex/office sales meeting agendas as resident trust expert

+ Cultivate trust opportunities with Centers of Influence

+ Provide leadership and direction for overall trust sales team in the territory

+ Conduct educational trust forums with FAs in coordination with Internal Sales Desk team members

+ Participate in local estate planning councils to further raise awareness of trust services at Merrill Lynch and provide greater visibility of Merrill Lynch Trust Company in the community



Enterprise Role Overview



Develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Build solid relationships with Financial Advisors, Private Wealth Advisors, Complex Directors, Sales Managers and Regional Managing Directors of the Advisory Division specific to assigned territory. Provide trust and estate planning solutions, wealth transfer strategies to clients and prospects in partnership with PWAs and FAs. Partner with Insurance Specialist and Wealth Strategist in territory to deliverone firm to FAs and clients. Participate in complex/office sales meeting agendas as resident trust expert. Cultivate trust opportunities with Centers of Influence. Provide leadership and direction for overall trust sales learn in the territory. Conduct educational trust forums with FAs in coordination with internal Sales Desk team members. Participate in local estate planning councils to further raise awareness of trust services at Merrill Lynch and provide greater visibility of Merrill Lynch Trust Company in the community.



Desired Qualifications



+ Extensive experience as a subject matter expert in Trust products required

+ 7 to 10 years of experience in the financial services industry with proven track record as a sales professional

+ Trust and estate planning background required. Knowledge of fiduciary investing , and brokerage environment experience a plus

+ Undergraduate degree required (BS/BA). JD strongly preferred. Will also consider CPA/MBA

+ Financial designations such as CTFA, CFA, CFP preferred

+ Certifications such as Series 7, 63/65 or 66 required

+ Excellent interpersonal and communications skills

+ Team player

+ Positive attitude, highly motivated

+ Ability to build and grow professional partnerships with Advisory



**Posting Date** : 12/21/2016



**Location** : US-OH-Cincinnati



**Travel** : No



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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