Regional Director, Trust

1 month ago

Calgary, Alberta, Canada BMO Full time
Job Description

As a Regional Director, Trust, you will lead a team to provide high-quality administration, relationship management, and sales to Trust & Estate clients, delivering an exceptional client experience. You will provide leadership and technical expertise for all aspects of Trust & Estate account management and administration, ensuring compliance. You will also provide leadership, management, and strategic direction for trust professionals, ensuring alignment with BMO objectives.

Key Responsibilities:
  • Work collaboratively within the branch and the regional team as part of the client/relationship management solution.
  • Identify and make referrals to other business groups as appropriate.
  • Monitor performance results at the regional, market, and sales professional level; develop action plans to resolve gaps.
  • Oversee the provision of content and marketing materials for new business proposals, ensuring new business meets policy and procedures requirements for profitability and risk management.
  • Identify opportunities to grow existing relationships and develop new business.
  • Make presentations to clients/prospects in conjunction with others based upon their needs.
  • Provide day-to-day technical support to team members responsible for fiduciary account management.
  • Manage trust, agency, or probate accounts in the role of trustee.
  • Act as the Relationship Manager to assigned clients and effectively interact with others assigned to the client/relationship team.
  • Act as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
  • Develop an expert understanding of business/group challenges.
  • Network with industry contacts to gather competitive insights and best practices.
  • Recommend measures to improve organizational effectiveness.
  • May consult to or serve on various committees and task forces.
  • Recommend business priorities, advise on resource requirements, and develop a roadmap for strategic execution.
  • Manage resources and lead the execution of strategic initiatives to deliver on business and financial goals.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • Build effective relationships with internal/external stakeholders.
  • Ensure alignment between stakeholders.
  • Act as the prime contact for internal/external stakeholder relationships, which may include regulators.
  • Break down strategic problems, and analyze data and information to provide insights and recommendations.
  • Coordinate the management of databases; ensure alignment and integration of data in adherence with data governance standards.
  • Monitor and track performance, and address any issues.
  • Design and produce regular and ad-hoc reports, and dashboards.
  • Lead change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • Lead the development of the communication strategy, focusing on positively influencing or changing behavior.
  • Collaborate across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behavior.
  • Lead the execution of operational programs; assess and adapt as needed to ensure quality of execution.
  • Lead/participate in the management of governance meetings and maintenance of governing body mandates, oversight, and approval guidelines.
  • May provide specialized support for other internal and external regulatory requirements.
  • Oversee the design, development, and implementation of tools and training required to deliver business results.
  • Act as the day-to-day contact for vendors; support the implementation, maintenance, and sustainment of vendor solutions.
  • Lead/oversee the management of vendor relationships and provide guidelines for execution; ensure that all agreements are met as per requirements.
  • Lead/support contract negotiations with vendors, balancing cost, risk, and performance.
  • Lead/participate in the design, implementation, and management of core business/group processes.
  • Develop and manage a business/group program.
  • Review the program for effectiveness, consider industry trends, and recommend enhancements; make changes as required.
  • Identify business needs, design/develop tools and training programs; may include delivery of training to audiences.
  • Perform sales & service support activities as required to meet client needs and maintain overall service levels.
  • Provide administrative support to team members and relationship managers, including financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection, and other related activities; ensure proper documentation and administration decisions.
  • Meet high-quality service standards to maximize relationship retention and growth.
  • Develop rapport and instill confidence with the client to develop credibility and earn their trust.
  • Follow through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
  • Protect the Bank's assets and comply with all regulatory, legal, and ethical requirements.
  • Operate at a group/enterprise-wide level and serve as a senior specialist resource across BMO.
  • Influence how teams/groups work together.
  • Apply expertise and think creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
  • Communicate abstract concepts in simple terms.
  • Foster strong internal and external networks and work with and across multiple teams to achieve business objectives.
  • Anticipate trends and respond by implementing appropriate changes.
  • Broad work or accountabilities may be assigned as needed.

  • Regional Director, Trust

    3 weeks ago

    Calgary, Alberta, Canada BMO Full time

    Job OverviewWe are seeking a highly skilled and experienced Regional Director, Trust to join our team at BMO. This role will be responsible for leading a team of trust professionals to provide high-quality administration, relationship management, and sales to Trust & Estate clients.Key ResponsibilitiesLead a team of trust professionals to deliver exceptional...

  • Trust Advisor

    3 weeks ago

    Calgary, Alberta, Canada Royal Trust Corporation of Canada Full time

    Job SummaryAs a Trust Advisor, you will play a key role in identifying, attracting, growing, and retaining high-net-worth clients within a specific region. You will administer a portfolio of trust accounts, ensuring timely and accurate fiduciary management in accordance with policies and procedures.Key ResponsibilitiesEnsure trust administration is carried...

  • Regional Director, Trust

    1 month ago

    Calgary, Alberta, Canada BMO Full time

    Job DescriptionAs a Regional Director, Trust, you will lead a team to provide high-quality administration, relationship management, and sales to Trust & Estate clients, delivering an exceptional client experience. You will provide leadership and technical expertise for all aspects of Trust & Estate account management and administration, ensuring compliance....

  • Regional Director, Trust

    1 month ago

    Calgary, Alberta, Canada BMO Full time

    Job DescriptionAs a Regional Director, Trust, you will lead a team to provide high-quality administration, relationship management, and sales to Trust & Estate clients, delivering an exceptional client experience. You will provide leadership and technical expertise for all aspects of Trust & Estate account management and administration, ensuring compliance....

  • Regional Director, Trust

    4 weeks ago

    Calgary, Alberta, Canada BMO Full time

    Job DescriptionAs a Regional Director, Trust, you will lead a team to deliver exceptional client experiences for Trust & Estate clients. You will provide leadership and technical expertise for all aspects of Trust & Estate account management and administration, ensuring compliance and alignment with BMO objectives.Key Responsibilities:Collaborate with the...

  • Regional Director, Trust

    1 month ago

    Calgary, Alberta, Canada BMO Full time

    Job DescriptionAs a Regional Director, Trust, you will lead a team to deliver exceptional client experiences for Trust & Estate clients. You will provide leadership and technical expertise for all aspects of Trust & Estate account management and administration, ensuring compliance and alignment with BMO objectives.Key Responsibilities:Collaborate with the...

  • Regional Director, Trust Management

    3 weeks ago

    Calgary, Alberta, Canada BMO Full time

    Job OverviewWe are seeking a highly skilled Regional Director, Trust to lead our team in providing exceptional administration, relationship management, and sales to Trust & Estate clients. As a key member of our organization, you will be responsible for providing leadership and technical expertise for all aspects of Trust & Estate account management and...

  • Regional Director, Trust Management

    2 weeks ago

    Calgary, Alberta, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Regional Director, Trust to join our team at BMO. This is a senior leadership role that requires a strong background in trust and estate administration, as well as excellent leadership and management skills.Key ResponsibilitiesLead a team of trust professionals to provide high-quality administration,...

  • Trust Advisor

    4 weeks ago

    Calgary, Alberta, Canada Royal Trust Corporation of Canada Full time

    Job Title: Trust AdvisorAs a key member of our team, you will play a crucial role in achieving business results by identifying, attracting, growing, and retaining high-net-worth clients within a specific region. Your expertise will be essential in administering a portfolio of trust accounts, ensuring timely and accurate fiduciary management in accordance...

  • Trust Advisor

    4 weeks ago

    Calgary, Alberta, Canada Royal Trust Corporation of Canada Full time

    Job Title: Trust AdvisorAs a key member of our team, you will play a crucial role in achieving business results by identifying, attracting, growing, and retaining high-net-worth clients within a specific region. Your expertise will be essential in administering a portfolio of trust accounts, ensuring timely and accurate fiduciary management in accordance...

  • Trust Advisory Position

    1 week ago

    Calgary, Alberta, Canada Royal Trust Corporation of Canada Full time

    Key ResponsibilitiesAs a Trust Advisor with Royal Trust Corporation of Canada, you will be responsible for identifying, attracting, growing, and retaining Wealth clients within a specific region. You will also administer a portfolio of trust accounts, ensuring that fiduciary management is executed in a timely and accurate manner, in accordance with policies...

  • Estate and Trust Consultant Lead

    1 month ago

    Calgary, Alberta, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and experienced Estate and Trust Consultant Lead to join our team at Scotiabank. As a key member of our organization, you will be responsible for leading the delivery of estate and trust solutions across our region, driving business development and client onboarding, and providing guidance and coaching to our...

  • Estate and Trust Consultant Lead

    1 month ago

    Calgary, Alberta, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and experienced Estate and Trust Consultant Lead to join our team at Scotiabank. As a key member of our organization, you will be responsible for leading the delivery of estate and trust solutions across our region, driving business development and client onboarding, and providing guidance and coaching to our...

  • Estate and Trust Consultant Lead

    3 weeks ago

    Calgary, Alberta, Canada Scotiabank Full time

    Are you a seasoned professional looking to take on a leadership role in the field of estate and trust consulting?As the Practice Lead, Estate and Trust Consultant, you will be responsible for driving the success of Scotiatrust Estate and Trust Consultants (ETCs) across your region. You will provide guidance, coaching, and sales management support to the ETC...

  • Estate and Trust Consultant Practice Lead

    3 weeks ago

    Calgary, Alberta, Canada Scotiabank Full time

    As the Practice Lead, Estate and Trust Consultant, you will be responsible for the effective delivery of solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their region. This role requires leadership around business development and client onboarding, providing guidance, coaching, and sales management support to the region's ETC team....

  • Regional Business Director

    3 weeks ago

    Calgary, Alberta, Canada Medtronic Full time

    Leadership OpportunityAs a Regional Business Director, you will lead the sales team in the Canada region to achieve established sales targets. You will develop and implement business strategies for existing and potential accounts, manage the day-to-day activities of the sales team, and develop strong relationships with key account personnel.Key...

  • Regional Sales Director

    3 weeks ago

    Calgary, Alberta, Canada Equation Staffing Solutions Full time

    Regional Sales Director OpportunityWe are seeking a highly motivated and results-driven Regional Sales Director to join our team at Equation Staffing Solutions. As a Regional Sales Director, you will be responsible for leading our sales efforts in the insurance industry, developing and executing strategies to drive growth and revenue.Key...

  • Regional Sales Director

    2 weeks ago

    Calgary, Alberta, Canada Equation Staffing Solutions Full time

    Regional Sales Director OpportunityWe are seeking a highly motivated and results-driven Regional Sales Director to join our team at Equation Staffing Solutions. As a Regional Sales Director, you will be responsible for managing and growing existing accounts, as well as bringing in new business in your territory.Key Responsibilities:Marketing and selling...

  • Regional Sales Director

    3 weeks ago

    Calgary, Alberta, Canada GENTEK BUILDING PRODUCTS LTD Full time

    Regional Sales DirectorGentek Building Products Ltd is a leading manufacturer and distributor of exterior home improvement products across Canada. We are seeking a self-motivated and results-driven Regional Sales Director to join our team.Key Responsibilities:Develop and execute sales strategies to drive business growth and revenue expansionBuild and...

  • Estate and Trust Consultant Practice Lead

    2 days ago

    Calgary, Alberta, Canada Scotiabank Full time

    About This RolePractice Lead, Estate and Trust ConsultantThis leadership position is accountable for the effective delivery of solutions offered by Scotiatrust Estate and Trust Consultants (ETCs) across their region. The successful candidate will provide leadership around business development and client onboarding, guiding, coaching, and sales management...