1+ months

Trust Specialist

Dallas, TX 75219
Trust Specialist

Chicago, Illinois;Dallas, Texas; Garden City, New York; Jersey City, New Jersey; Chicago, Illinois; Chicago, Illinois; Los Angeles, California

**Job Description:**

**Business Overview:**

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by providing best in class, integrated products in the most intuitive, efficient and client friendly way while maintaining a forward thinking mindset and risk management focus. RPWS is responsible forboth the institutional and personal retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes as well as college savings, personal retirement planning, retirement income, insurance and estate planning for individuals. RPWS also provides tools and content that enables advisors and bankers to help their clients live their best financial lives.

**Job Description:**

The Trust Specialist develops trust business in accordance with assigned production and referral goals by providing guidance on U.S. Trusts products and services to Merrill Lynch Financial Advisors (FAs), Private Wealth Advisors (PWAs), Market Executives (MEs), and clients. The Trust Specialist is a field-based position covering a specific territory of Merrill Lynch offices and reporting directly to a RPWS Division Trust Executive. Responsibilities include:

+ Raise awareness with FAs, PWAs, and MEs, around their clients and prospects trust and estate planning needs

+ In partnership FAs/PWAs, support the creation and implementation of trust and estate planning strategies for clients and prospects

+ Lead conversations, conference calls, and WebEx presentations with clients, FAs/PWAs, and outside legal and tax advisors as needed. These conversations could include:

+ wealth transfer techniques using U.S. Trust products and services

+ how U.S. Trust products and services could be included in the clients estate plan

+ fiduciary requirements for trust administration and investment management

+ Identify trust opportunities through conversations and book reviews with FAs/PWAs and Market Executives

+ Build solid relationships with FAs, PWAs, and MEs in the assigned territory

+ Participate in office/market sales meetings to provide education and guidance on U.S. Trust products and services

+ Provide overall leadership and direction for assigned trust sales and administration teams

+ Manage the trust onboarding process to deliver a seamless client and FA/PWA experience

**Required Qualifications:**

+ Seasoned professional with extensive experience as a subject matter expert in trust and estate planning required

+ 7 to 10 years of experience in the financial industry with proven track record as a sales professional required

+ Bachelors degree required, JD strongly preferred (will also consider CPA/MBA)

+ Certifications such as Series 7, 63/65 or 66 within 60 days of start date required

+ Professional presentation, communication, and meeting management skills required

+ Knowledge of fiduciary investment strategies and experience in a brokerage environment preferred

+ Financial designations such as CTFA, CFA, CFP preferred

+ Excellent interpersonal and relationship management skills, including a positive attitude and the ability to work well as part of a team

+ Self-starter with ability to work under pressure with minimal hands on direction


1st shift (United States of America)

**Hours Per Week:**


Full time


Manages People: No

Travel: Yes, 75% of the time

Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .


  • Banking / Finance
Posted: 2019-05-27 Expires: 2020-03-09

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Trust Specialist

Bank of America
Dallas, TX 75219

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