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Director of Trust & Wealth Management Services - Iowa
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- As a community bank, we offer comprehensive financial solutions for personal, business, and private banking, treasury management, wealth management and mortgage needs in Nebraska, Iowa, and Texas.
- We have 10 convenient full-service branch locations in the Omaha and Council Bluffs as well as full-service branches in the Jordan Creek area of West Des Moines and in two Dallas locations: Uptown and Tollway.
- This position is responsible for leading and directing the Personal Trust and Wealth Advisory business lines and professionally administering personal trust, wealth management, estate and retirement plan accounts to ensure client retention and regulatory compliance.
- Administers sophisticated personal trust accounts, guardianship accounts, conservatorship accounts, escrow accounts, estate accounts, tax deferred IRA accounts and investment agency accounts across the whole spectrum of client relationships pursuant to the controlling document, state and federal regulations and client direction.
- Diversifies assets to include such things as limited partnerships, agricultural and commercial real estate, and operating businesses ensuing they form a greater percentage of assets under management leading to a greater emphasis on dispute resolution skills.
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