Saratoga County Chamber of Commerce
Job Offer #14416

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Job Title.
   Senior Wealth Management Solutions Officer
Short Description of the Job.
   Advance Your Career With BSNB!
Complete Description of the Job.
   Be a Better You at BSNB! BSNB is seeking a dynamic visionary to lead the continued growth of our Wealth Management Solutions Department! Reporting to the President, the Senior Wealth Management Officer will work collaboratively with other lines of business and industry partners to drive the strategic goals to meet the needs of our customers and reach untapped markets. This position is responsible for the leadership of the Wealth Management Department at BSNB. Accounts may be in any of the following categories: probate, guardianship, living and testamentary trusts, investment advisory and custody accounts, escrows, supplemental needs trusts and employee benefit trusts. Responsibilities include: oversight of department activity to ensure appropriate account administration and review; drive the strategic business development and growth of the department; ensure Trust fiduciary capacity is maintained; strengthen customer relations by insuring investment selections meet customer risk tolerance, liquidity needs, time horizons, tax situations or legal considerations and unique needs and circumstances, and the preparation of customer reports and investment proposals; provide leadership to the Wealth Management Team. Qualifications: Minimum of 8+ years trust administration experience. Advanced knowledge concerning trust administration, investments, real estate, cash management vehicles, common trust funds, mutual funds, probate code, closely held corporations, partnerships, insurance, annuities, and tax laws as they apply to individual and fiduciaries. Ability to read and interpret complex trust instruments, and make decisions based upon knowledge and research. Advanced knowledge of trust computer systems and capabilities. Certification or Licensing Requirements: At least one of the following certifications would be a plus for this position: JD (Juris Doctor), CFP (Certified Financial Planner), CTCP (Certified Trust Compliance Professional) BSNB provides a friendly and rewarding work environment and a comprehensive benefits package including paid time off, 401(k), pension plan, and tuition reimbursement. Interested candidates apply online at: BSNB is an Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, or national origin. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans.
Job Category.
Job Level.
   Mid Career
Position Type.
   Full Time
For More Information Contact.
   Human Resources
Employer Info.
   Ballston Spa National Bank
990 State Route 67, PO Box 70
Ballston Spa, NY 12020

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