Greenleaf Trust

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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
2017-1083
US-MI-Grand Rapids

What's This Job All About?

In coordination with Family Office team members, the Family Office Portfolio Manager is responsible for developing investment policy statements, determining asset allocation, coordinating investment selection and implementation, and monitoring Family Office client portfolios that meet client objectives.  Responsible for ensuring that Family Office client portfolios are managed using highly competitive and innovative approaches to protect and maximize our client’s wealth.

ID
2017-1082
US-MI-Kalamazoo

What's This Job All About?

The Team Service Coordinator will be responsible for coordinating the efforts and workflow of the Client Centric Teams while providing high-level support, comprehensive, pro-active service to external clients, business development team and managing director to further retention and growth of the market’s client base. Maintain a positive image of Greenleaf Trust throughout the community. Individuals are responsible for daily independent decisions related to servicing and managing both internal and external client relationships.

ID
2017-1081
US-MI-Grand Rapids

What's This Job All About?

 

The Family Office Coordinator will be responsible for coordinating the efforts and workflow of the Family Office while providing comprehensive, pro-active service to external clients. With extreme confidentiality, provide assistance and support to the Family Office Advisors and Family Office Associates. Individuals are responsible for daily independent decisions related to servicing clients.

ID
2017-1080
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-Kalamazoo

 

What's This Job All About?

 

The Trust Relationship Officer is responsible for managing client relationships to perform activities relative to our role as trustee, agent and/or custodian.

ID
2017-1077
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
2017-1075
US-Traverse City

What's This Job All About?

The Team Service Coordinator will be responsible for coordinating the efforts and workflow of the Client Centric Teams while providing high-level support, comprehensive, pro-active service to external clients, business development team and managing director to further retention and growth of the market’s client base. Maintain a positive image of Greenleaf Trust throughout the community. Individuals are responsible for daily independent decisions related to servicing and managing both internal and external client relationships.

ID
2017-1073
US-MI-Kalamazoo

What's This Job All About?

 

The Client Service Representative will provide world class service to our external clients while providing administrative support to team members.

ID
2017-1072
US-MI-Grand Rapids

 

What's This Job All About?

 

The Trust Relationship Officer is responsible for managing client relationships to perform activities relative to our role as trustee, agent and/or custodian.

ID
2017-1070
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-Birmingham

What's This Job All About?

 

Greenleaf Trust, Michigan’s first trust-only bank open to the public, which currently oversees $8.4 billion in assets under management, seeks an individual committed to superior client service in a team-based dynamic growth environment. Greenleaf Trust is committed to providing individuals, foundations and corporate clients unequaled wealth management and trust services in an environment free of proprietary products.

Greenleaf Trust’s Family and Foundation Services Division offers one more highly beneficial service that is unique to the traditional family office environment: perpetuity and regulation. Together, these provide multigenerational beneficiaries with the security of a highly audited environment that will endure through the multigenerational timeframes, executed by a company that has the scale to deliver, and the culture to serve at the highest benchmark of service delivery. We listen, educate and serve families in a meaningful and personalized manner; one that is truly remarkable for its level of attentive, discrete and wholly reliable service.

 

ID
2016-1050