Greenleaf Trust

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US-MI-Kalamazoo
What's This Job All About? Assist in research, analysis, selection and monitoring of third-party investment managers. The Associate role will report to the Manager Selection Analyst and work with other members of the research team to provide robust manager diligence, portfolio analytics and investment research.  The role will evolve over time and this individual will have the opportunity to take on increasing responsibility.
ID
2018-1088
US-MI-Kalamazoo
What's This Job All About? As part of the Operations Team, the Tax and Client Reporting Specialist will serve as: a contact for tax information requests, facilitation of client tax reporting, creation and generation of monthly/quarterly reports for Greenleaf Trust clients from our trust accounting software program as well as our performance measurement software program, oversight of the non-traditional asset processes and completion of various monthly and ad-hoc projects requested by Director of Operations and the Tax Oversight Committee.
ID
2017-1087
US-MI-Kalamazoo
What's This Job All About?   The Participant Services Coordinator will provide education and communication services to participants of the various retirement plans serviced by Greenleaf Trust.  Broad responsibilities include, but are not limited to, conducting retirement plan educational meetings, meeting with plan participants, development and presentation of educational and informational materials, assist with participant call center, and coordination and scheduling of other resources relating to participant services.
ID
2017-1086
US-Traverse City
What's This Job All About? The Wealth Management Advisor is responsible for creating and implementing wealth management plans, portfolio management, regularly scheduled portfolio review meetings and coordination with other advisors of the client to provide portfolios that meet client objectives.
ID
2017-1079
US-MI-Birmingham
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.
ID
2017-1066
US-MI-Kalamazoo
What's This Job All About?   We are looking for someone that enjoys being responsible for accurately and efficiently creating, reviewing, and posting a variety of transactions utilizing trust accounting software. Additionally, this individual needs to want to make an organizational impact by following, writing and enhancing work instructions and procedures ensuring compliance with all regulatory requirements, company policy and internal divisional procedures.
ID
2016-1029