WHO WE ARE:
At Greenleaf Trust N.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards
of fiduciary excellence while providing customized solutions and highly personal service to our clients.
SUMMARY:
Provides day-to-day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing and other items necessary to prepare for client meetings or questions. The Wealth Management Associate will provide general support to the various Senior Wealth Management Advisors but will also be provided with a mentor of whom they will shadow while completing all of the aforementioned responsibilities.
YOUR ROLE IN SERVING OUR CLIENTS INCLUDES:
• Execute tasks as needed for Senior Wealth Management Advisors. These tasks include ongoing trading and financial planning software support, account rebalancing and all other account portfolio maintenance and management of client portfolio duties for assigned Senior Wealth Management Advisors.
• Leverage position to drive process improvement across wealth management, financial planning and trading platforms.
• Become an expert and a go-to resource for the wealth management team with regard to the financial planning tool eMoney.
• Create a wealth management plan for prospective clients, which will serve as a framework to the relationship and highlight the objectives of the portfolio.
• Implement the wealth management plan using coordination with other advisors, reallocating accounts to set asset allocation and analyzing other above-mentioned wealth management strategy techniques.
• Continue to manage client portfolios as set forth in the wealth management plan using asset allocation objectives while satisfying clients' wants, needs and desires.
• Work closely with Client Centric Team (CCT) members to support client needs.
• Participation in projects as assigned.
• Provide general support to Senior Wealth Management Advisors as needed.
• All other duties as assigned
DEI COMMITMENT:
Greenleaf Trust is committed to diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.
SECURITY RESPONSIBILITIES:
• Employees are required to comply with all information and physical security policies and procedures
• Recurring training on information and physical security policies will be provided throughout your period of employment. Participation in these trainings is required.
• Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.
MINIMUM EDUCATION / EXPERIENCE REQUIRED:
• Bachelor's Degree and 1 year of experience in financial or investment management.
• Or equivalent education and experience.
TALENTS, KNOWLEDGE, SKILLS, AND ABILITIES:
• Strong communications skills.
• Strong thought leadership and analytical ability.
• Ability to develop and refine complex financial models, analytical processes and methodologies.
• Ability to collaborate with other team members to develop and grow a robust learning environment among the Wealth Management Team.
• Self-motivated, ability to work independently while fully functioning with a team environment.
• Ability to maintain a positive attitude while investment recommendations are reviewed and challenged by other Wealth Management Advisors.
• Ability to work in a complex environment and successfully perform with multiple priorities.
• Attention to detail
• Knowledge of sales process
• Financial planning
EQUIPMENT USED:
• Computer
• Various copiers, printers, and scanners
• Multi-line phone
• Audio Visual Equipment
• Smart Phone
CONTACTS:
• Wealth Management Associates have regular contact with most areas of the company; however, high contact would exist with Trust Relationship Officers and Team Service Coordinators as they are also part of the Client Centric Team.
• Wealth Management Associates also have regular contact with clients and prospects and their external
advisors.
PHYSICAL REQUIREMENTS:
This position requires a significant amount of time sitting and working on a computer, sitting in meetings and/or talking on a telephone.
WORK ENVIRONMENT:
Normal office environment, subject to constant interruptions, that is well lit, properly ventilated and handicap accessible.
OTHER:
• Regular and predictable attendance in the office is required.
• Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.
• The position would often require full day or overnight travel, up to 10% of time, to meet with clients outside of the general area.
Equal Opportunity Employer
Greenleaf Trust N.A. is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants without regard to any protected status under applicable law.
E-Verify Participation
Greenleaf Trust N.A. participates in E-Verify and will provide information from Form I-9 to the federal government to confirm authorization to work in the United States. E-Verify is used only after an employee accepts an offer of employment and completes Form I-9.
E-Verify Participation Notice | Right to Work
Skills Required
- Bachelor's degree and one year of experience in financial or investment management, or equivalent education and experience
- Strong communication skills
- Strong thought leadership and analytical ability
- Ability to develop and refine complex financial models, analytical processes, and methodologies
- Ability to collaborate effectively and contribute to a team learning environment
- Ability to work independently while functioning effectively in a team environment
- Ability to accept review and challenge of investment recommendations professionally
- Ability to manage multiple priorities in a complex environment
- Attention to detail
- Knowledge of the sales process
- Knowledge of financial planning
What We Do
Greenleaf Trust is an independent, nationally chartered trust bank focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans. It also provides fiduciary and non-fiduciary services, including trustee, custodial, agency, and investment management services. The firm serves families and entities through a client-centric team approach, offering personalized, customized service intended to support clients’ financial security across generations.
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