Top 12 Relationship manager Jobs in Jefferson City, Mo

Relationship Manager
Central Bancompany —Jefferson City, MO
- CPA
- 5 years
- Finance
Dealer Relationship Manager- Lower Midwest
Rice Lake Weighing System Inc —Jefferson City, MO
- Marketing
- Research
- Office
- Paid holidays
- Disability insurance
Quick Apply
State and Local Government Affairs Manager, External Affairs
Edward Jones —Jefferson City, MO
- $120,000 - $204,300 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Master's degree
- Profit sharing
- Health savings account
8d
Senior Living Advisor - Sales and Marketing
Westbrook Terrace Memory Care II —Jefferson City, MO
- $65,000 - $70,000 a year
- Full-time
- 18 years or older
- Mid-level
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
Relationship Banker St Louis West Springfield Columbia
Bank of America —Columbia, MO
- Extended hours
- Office
- Finance
- High school diploma or GED
Customer Relationship Specialist
The Bank of Missouri —Columbia, MO
- Full-time
- Mid-level
- High school diploma or GED
- Business development
- 401(k)
- Paid time off
Client Relationship Consultant 2 (Banker) - University of Missouri - Columbia - MO
U.S. Bank National Association —Columbia, MO
- $20 - $23 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Relationship Manager

Central Bancompany -
Jefferson City, MO

Apply Now

Job Details

Qualifications

Estate administration
Legal analysis
Bachelor's degree
Fiduciary duties
Industry knowledge of financial regulations
Financial services
Legal compliance
Estate planning

Full Job Description

Overview
Central Trust Company provides world-class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back for more than 120 years.

Job Summary
The Relationship Manager will be able to effectively manage a wide variety of trust and estate accounts and relationships comprised of testamentary, revocable, and irrevocable trusts, including charitable foundations, guardianships, and special needs trusts, in accordance with trust documents, applicable law, and Company policies and procedures. In addition the Relationship Manager will provide legendary service to wealth management clients, including guidance on financial planning concepts, estate planning issues, and gift, estate and income tax issues, while working with, and often leading, an outside team of professionals such as attorneys, CPAs, life insurance advisors, etc.

Job Duties

Administration for Trusts, Estates, Individual Retirement Accounts, and Investment Management accounts
Responsible for managing all of the administrative and fiduciary functions of the accounts assigned. This will include managing all accounts in accordance with trust documents, applicable legal requirements, and company compliance guidelines.
Bring wealth management ideas to clients concerning estate planning issues: gift, estate, and other tax and financial concerns of the client.
Work with clients to develop and deepen the relationship: gaining their respect as well as that of their family to foster longevity of the family relationships with the Company.
Manage accounts with sometimes complex situations including usual assets, unique family dynamics and every changing needs of trust beneficiaries and clients.
Manage the assigned account's relationship contact requirements for the team by initiating team communication for proactive client contact.
Maintain a collaborative teamwork environment with affiliate Bank referral sources as well as external professionals to appropriately satisfy the special needs of wealth management clients and to communicate the benefits of trust services to clients.

Requirements:

Required Qualifications

Bachelor's Degree in a related field such as finance, business, or accounting
Minimum five (5) years of experience in fiduciary administration, estate planning or related wealth management field
Knowledge and skills in the areas of trust and estate administration, including the administration of multigenerational trusts
Thorough working knowledge of fiduciary laws and regulations
Ability to analyze and interpret legal instruments and to apply sound fiduciary judgment to trust matters to ensure fulfillment of the company's fiduciary responsibilities
Detail-oriented, with an eye for problem solving in a collaborative manner
Excellent written, verbal, and interpersonal communication skills with a professional and compassionate delivery style

Preferred Qualifications

Advanced degree or certification (CFP, JD, CPA, CTFA)
10 or more years of experience in fiduciary administration, estate planning or related wealth management field

Apply Now

Refine Your Search

relationship manager jobs in jefferson city, mo

Relationship Manager

Dealer Relationship Manager- Lower Midwest

State and Local Government Affairs Manager, External Affairs

Senior Living Advisor - Sales and Marketing

Relationship Banker St Louis West Springfield Columbia

Customer Relationship Specialist

Client Relationship Consultant 2 (Banker) - University of Missouri - Columbia - MO

Relationship Manager – Private Wealth & Tax Solutions

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