Bank of America Estate Settlement Market Director in Hartford, Connecticut
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
Responsible for managing a team of Estate Settlement Officers and Associates who handle probate estates and deceased grantor trusts. Ensure the delivery of a high level of administrative service while managing risks and adhering to established policies and procedures. Responsible for revenue and expense management Provide technical expertise and guidance, accountable for coaching and development of team members. Responsible for leading the effort to build relationships with key internal business partners and external COIs (Attorneys and CPAs). Participate in community and professional activities to increase awareness of Estate Settlement Services and BAC. Responsible for new account acceptance for BAC and MLTC. BS/BA or equivalent experience required. Law degree (JD) or CPA preferred. Non-Licensed Associate.
5+ years estate administration experience with a law firm or corporate fiduciary
5+ years as a team or group leader, or with some direct reports, management experience with people/workflow
Position involves 5% travel, usually not overnight, to decedent’s residences for appraisals and to manage distribution/sale of tangible personal property or to meet clients or prospective clients
Desired: JD, CPA, MBA
Posting Date : 05/31/2018
Hartford, CT, CITY PLACE 1, 185 ASYLUM ST,
- United States
Travel : Yes, 5% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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