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The Institutional Wealth Trust Strategist ensures that the accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account’s portfolio manager.
Essential Duties and Responsibilities
Administers assigned accounts according to the terms of the controlling document, applicable laws, regulations, and policies.
Works with the Portfolio Management Group to ensure that all accounts are invested with appropriate asset allocation, if applicable.
Work as part of the team to support sales efforts and obtain new clients.
Maintains appropriate contact with clients and their advisors.
Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients.
Ensures that the appropriate accountings are provided to parties associated with the Trust Administrator’s clients.
Responsible for all management duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff.
Participates in community and civic activities.
Assists in budget preparation.
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Performs other duties and responsibilities as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.
Ability to read, analyze and interpret financial reports and/or legal documents.
Ability to write simple-to-business correspondence, routine reports, and procedures.
Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.
Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public
Education and/or Experience
BS/BA Degree (4 year) from an accredited university/college or
Four to six years of experience in wealth management.
CPA, CFP, Law Degree or ABA designation in the area managed is preferred
Specialized Training
Courses related to investments, financial planning, estate administration, or another trust-related field is helpful.
Computer Skills
MS Word, Excel, and Outlook
Certificates, Licenses, Registrations
An ABA trust certification is preferable.
Other Qualifications (including physical requirements)
Must have good organizational skills.
Must have good oral and written communication skills.
Must have good problem-solving skills with the ability to develop creative solutions.
Must have good interpersonal skills.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
Skills Required
- Bachelor’s degree from an accredited university or college
- Four to six years of experience in wealth management
- Ability to interpret financial reports, legal documents, regulations, and procedures
- Strong organizational, oral and written communication, interpersonal, and problem-solving skills
- CPA, CFP, law degree, or ABA designation relevant to the managed area
- Coursework in investments, financial planning, estate administration, or a trust-related field
- ABA trust certification
- Proficiency with Microsoft Word, Excel, and Outlook
Simmons Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Simmons Bank and has not been reviewed or approved by Simmons Bank.
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Healthcare Strength — Medical, dental and vision coverage are paired with an HSA that includes company funding. Dedicated care options and access to no‑cost services for covered members strengthen day‑to‑day healthcare support.
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Retirement Support — A 401(k) with employer match is complemented by an employee stock purchase plan and profit‑sharing eligibility. Occasional discretionary company contributions further boost long‑term savings potential.
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Leave & Time Off Breadth — A combined PTO bank and up to ten paid company holidays provide structured time away. Paid leave programs support coverage for key life events.
Simmons Bank Insights
What We Do
We were founded as a community bank. More than 100 years later, we still act like one. For over a century, we’ve worked hard to help make our customers’ dreams come true – dreams like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be. Simmons Bank has 200 locations and employs 2,800 associates across our six-state footprint
