In this role, you will lead oversight and fiduciary responsibility for the investment management process of Personal Trust Services (PTS), including process ownership and enhancements. You will establish standards for and lead a team of Trust Investment Officers who are working directly with advisors and their clients to develop complex investment strategies for new trusts and ensure that the execution of complex activities are fulfilled by advisors. Additionally, you will oversee the Trust Investment Team and ensure compliance with regulations, manage trust assets and maintain responsibility for establishing and maintaining client relationships, quality customer service, positive audit results, and client retention.

Responsibilities:

Lead a team responsible for fiduciary investment management activities of PTS. Facilitate integration of department and parent company initiatives into Trust investment management. Participate in key initiatives to support and build a personal trust business that is distributed through an advisor channel in the Broker/Dealer. Respond to client inquiries regarding complex investments & manage the investment review (Reg 9) standards and execution.

Chair of the Investment Sub-Committee which is responsible for oversight of investment management duties as defined in committee charter. Monitor account investment performance & review with advisor. Prepare quarterly reporting for the Trust Committee of the Board of Directors meetings regarding trust investment management activities.

Responsible for establishing overall investment management procedures to maintain strong control environment for fiduciary assets and leading processes, including coordination of internal Bank and Compliance audits and OCC regulatory audits. Effectively manage client/advisor expectations and mitigate client complaints

Provide effective leadership to direct reports incorporating performance management practices through individual performance plans, periodic reviews and feedback sessions, coaching and development

Required Qualifications:

• 7-10 years' relevant exp

• Bachelor's degree required

• 10-20% travel required

Preferred Qualifications:

• CFA preferred

• Experience with trust taxation and fiduciary law

• Investment management as it relates to trusts

• In-depth knowledge of many types of trusts and complex legacy and estate planning topics

• Strong communication skills

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Full timeExemptBusiness Support & OperationsBANK Bank