Highly motivated and analytical with an understanding of the financial industry Demonstrated commitment to partnership and teamwork, with initiative to proactively address advisor and client situations Strong project management skills - ability to develop detailed action plans, set reasonable deadlines, follow-up with key stakeholders, and manage deliverables and expectations Excellent communicator - comfortable seeking out answers and collaborating with colleagues at every level of the organization Strong Excel and PowerPoint skills Bachelor's Degree 1+ years of financial services experience or related industry preferred 4 days per week minimum based in Westchester office location Proficient in Microsoft Office Series 7 and 63 registered or be able to obtain the licenses within 180 days of employment Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between 57,000 and 115,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Partner and Platform Management Educating Financial Advisors on the capabilities of the Partner and Platform Management group Assisting Financial Advisors and clients below the $10mm total net worth (TNW) threshold with their trust needs and provide them with corporate trustee solutions Connecting Financial Advisors to regional Trust Specialists for support when necessary Supporting Trust Specialists with the Client Relationship Management (CRM), handling incoming calls, scheduling meetings, coordinating with trust partners and participation in FA and client meetings Working directly with FAs and clients to deliver Trust Services and Signature Access platform solutions Leveraging engagement data to increase commercial impact Developing and maintaining strong relationships with key stakeholders and team members to ensure successful project delivery Communicating effectively with team members, stakeholders, and clients to gather feedback and incorporate it into platform development Adhering to project timelines, providing regular updates to management on progress and any potential roadblocks Participating in meetings and presentations to communicate project updates, findings and recommendations to stakeholders Training and supporting end-users on new platform features and enhancements
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