Senior Trustee Consultant

This is a fully remote position, open to applicants in South Carolina.

📋 Description

• Act as the primary consultant with LPL Advisors when they introduce new cases to PTC for trustee and/or settlement services.

• Utilize expertise in trust administration and settlement services.

• Evaluate and interpret wills, trusts, agreements, entity documents, investment statements, and information related to special assets.

• Summarize and prepare new cases for legal and acceptance evaluations.

• Guide and mentor trust specialists in crafting summaries, managing documents, and facilitating communications.

• Oversee the experience of financial advisors and clients for moderately complex to intricate trustee cases.

• Identify client requirements, address concerns, resolve issues, and respond to inquiries effectively.

• Engage with financial advisors, external partners, colleagues, trustees, attorneys, and beneficiaries throughout PTC's trustee acceptance process.

• Organize and manage the new business opportunity pipeline with strong follow-up.

• Take part in special projects and initiatives.

• Collaborate across PTC and LPL to improve best practices and team dynamics.

• Represent PTC in business development initiatives with internal LPL partners and LPL Advisors.

• Attend advisor and client meetings as required.

• Prepare special reports, spreadsheets, and correspondence as necessary.

⛳️ Requirements

• Bachelor’s Degree.

• Five years of experience in trustee services, ideally with a broker-dealer or within a traditional bank/trust company.

• Understanding of financial planning, philanthropic planning, and fiduciary law.

• Experience working with high net worth (HNW) clients.

• Capability to manage multiple responsibilities and meet deadlines in a quality-oriented, team-focused environment.

• Proficient in Microsoft Office.

• Strong verbal and written communication skills for effective interactions with clients, financial advisors, and other professionals.

• CTFA, CFP, or ChFC designation preferred.

🏝️ Benefits

• 401K matching.

• Health benefits.

• Employee stock options.

• Paid time off.

• Volunteer time off.

• Competitive LPL Total Rewards package.