<p>There are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created. We regularly receive best in class results through our biennial employee engagement survey. We're also proud to receive recognition from others, including our designation as a "Best Place for Working Parents," being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the "Best Businesses Supporting Local Charity" by readers of the Business Record.</p> <p>Job Summary:</p> <p>The Private Wealth & Fiduciary Services Advisors are responsible for administration and maintenance of complex and high net worth trust, estate, and investment management accounts. This position may also assist in special projects or special committees within the department, as needed and as assigned. This position involves proactive communication and sophisticated advice with and to clients and their professional advisors, regarding administrative, legal, planning and regulatory matters. This includes development of new private client relationships, primarily through sophisticated financial and estate planning for trust/asset management clients and prospects, either alone or in conjunction with the client's legal and financial advisors. The position includes establishing and maintaining professional relationships with trust & estate attorneys, CPAs and financial advisors as referral sources for new business. The position also works closely with Private Wealth administrative support team and Middle Office as appropriate to provide efficient and effective onboarding of new relationships and high-quality service for existing clients.</p> <p>Primary Functions and/or Responsibilities:</p> <ul> <li>Provides relationship management and administration of complex and high net worth clients investment, fiduciary, and other assigned accounts including regular proactive client communication, sophisticated advice to clients and advisors, and includes daily account administration, in coordination with Private Wealth administrative support team </li><li>Works closely with the department team members to provide expertise, as needed and as assigned, to help service our clientele within our entire department, including financial planning, estate planning, regulatory and/or compliance related items. </li><li>Participants in special projects or internal committees, as needed and as assigned. </li><li>Develops new and expanded personal trust and other private client relationships </li><li>Develops and maintains professional relationships with referral network of trust and estate attorneys, CPAs, and financial advisors </li><li>Conducts joint calling with other Private Wealth Advisors, Private Banking Officers, BTC Capital Management Officers, and other Bank staff as required for discharge of responsibilities </li><li>Performs other duties as assigned </li></ul> <p>Education and/or Experience:</p> <p>We are hiring at either a level III or Senior depending on experience.</p> <ul> <li> <p>Private Wealth Fiduciary Services Advisor III</p> </li><li> <p>Four year college degree in finance or related field required</p> </li><li> <p>A minimum of eight years of experience performing sophisticated investment management, tax, financial, and estate planning for high net worth individuals and families in the personal trust, family office or similar environment</p> </li><li> <p>JD or advanced degree in finance preferred</p> </li><li> <p>CFP, CTFA and equivalent fiduciary investment credentials are highly desirable</p> </li><li> <p>Four-year college degree in a related field preferred OR an equivalent combination of education and experience</p> </li><li> <p>Sr. Private Wealth Fiduciary Services Advisor</p> </li><li> <p>Four year college degree in finance or related field required</p> </li><li> <p>A minimum of ten years of experience performing sophisticated investment management, tax, financial, and estate planning for high net worth individuals and families in the personal trust, family office or similar environment</p> </li><li> <p>JD or advanced degree in finance strongly preferred</p> </li><li> <p>CFP, CTFA, or equivalent fiduciary investment credentials are strongly preferred</p> </li><li> <p>Four-year college degree in a related field preferred OR an equivalent combination of education and experience</p> </li></ul> <p>Specific Skills, Knowledge & Abilities:</p> <ul> <li>Extensive knowledge of investment management and tax, estate planning concepts/techniques, and trust administration </li><li>Thorough knowledge of fiduciary management policies and principles </li><li>Strong knowledge of investment concepts </li></ul> <p>Hiring Salary Range</p> <p>The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate's prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives.</p> <p>Private Wealth Fiduciary Services Advisor III Hiring Base Salary Range: $110,000 - 132,000</p> <p>Sr. Private Wealth Fiduciary Services Advisor Hiring Base Salary Range: $126,000 - 150,000</p> <p>Benefits</p> <ul> <li>Group Health, Dental, and Vision Insurance </li><li>Generous Paid Time Off (PTO) </li><li>Volunteer Time Off (VTO) </li><li>401(k) plan with lucrative company match </li><li>Tuition assistance </li><li>Company Paid Life Insurance </li><li>Paid Parental Leave </li><li>Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more. </li><li>Team Member Banking - a suite of products and services with special benefits for employees </li></ul> <p>Hybrid Eligibility: Position may be eligible for a hybrid work schedule (requiring some days in the office each week).</p> <p>EQUAL OPPORTUNITY EMPLOYER</p> <p>"PROTECTED VETERANS" AND "INDIVIDUAL WITH DISABILITY"</p>