Greenleaf Trust

Managing Director

US-MI-Birmingham
10 months ago(2/14/2017 2:53 PM)
ID
2017-1066
# of Openings
1

Overview

What's This Job All About?

 

The Managing Director is a leadership position responsible for developing, implementing and executing the overall strategy for Southeast Michigan along with collaboration from the Executive Council.   As Managing Director you will develop, oversee and execute the day to day activities for the market, and have accountability for market KPI’s (Key Performance Indicators), and profitability.  You will also be responsible for ensuring alignment of resources in the market with those of the overall firm to be “top of mind” in the strategic wealth management segment. 

As Managing Director you will have the ability to employ strong client service and consultative selling skills to grow Greenleaf Trust’s high net worth / ultra-high net worth wealth management practice in Southeast Michigan.   Provide cutting edge wealth management/planning solutions and excellent client service.   Firm is fee only with no proprietary products or conflicts of interest.

Responsibilities

What You'll Be Doing

 

ESSENTIAL FUNCTIONS:

 

Set the leadership tone in the Southeast Michigan office. Collaborate with all team members to drive strong new business development and an exceptional client service experience. Ensure sophistication of planning techniques and listening to clients and prospective clients’ wants, needs and desires to become “top of mind” in the market.

 

Leadership

  • Lead and coach exceptional multi-disciplined professional team.
  • Set the leadership tone for the market around culture and emphasis on growth of market in accordance to the strategic plan and direction set by the firm.
  • Drive growth while upholding and ensuring the maintenance of Greenleaf Trust’s mission, vision, core values and culture.
  • Provide strong mentoring and coaching for all team members.
  • Ensure alignment of all team member’s personal objectives with that of the overall plan for the market.

Purposeful Growth

  • Generate new business by calling on prospects, referral sources and centers of influence to facilitate new business in the areas of personal wealth management, endowment and foundation services, family office and retirement plans.
  • Collaborate with other Greenleaf Trust business development resources in and out of the Southeast Michigan market.
  • Work closely with Wealth Management Advisors, Trust Relationship Officers and Family Office Advisors with a focus on asset management, tax, estate, wealth transfer, business planning and charitable giving among other strategies.     
  • Display relentless execution and follow-through on events and other activities to ensure return on event spending.
  • Represent Greenleaf Trust at community and charitable functions, financial planning or estate planning functions and social events.
  • Develop and maintain a network of attorneys, accountants and other advisors/COI’s to facilitate referrals.
  • Actively participate in sales team meetings.
  • Actively participate in event-driven marketing activities.
  • Responsible for all aspects of the Greenleaf Trust business model including Personal Trust, Family Office and Retirement Plan segments within market.

Client Care

  • Ensure team adheres closely to client service standards
  • Work closely with Client Centric Team and Family Office Team members to serve clients.
  • Work effectively and supportively with Operations Division Team members to ensure the smooth opening of new account relationships.
  • Work with Research Team on investment and planning solutions.
  • Assist with seminar content development in areas of expertise.
  • Track client communications in CRM system.
  • Provide appropriate reporting to Executive Leadership Team and/or Trust Committee.
  • All other duties as assigned

 

Qualifications

What You Need for this Position

 

Minimum Education/ Experience Required:

  • Bachelor's degree
  • JD, CFA and/or CPA beneficial
  • CFP and/or CTFA beneficial
  • Minimum 15 years' experience in high net worth wealth strategy development and execution, estate planning, trust administration, tax planning or equivalent education and experience
  • Sales experience in a wealth management related field

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