Privately Held Investments Manager

Privately Held Investments Team Manager

Responsible for the overall management of the Privately Held Investments team and their assigned portfolio of real estate assets. Partner with internal and external teammates to encourage new business while ensuring adherence to the policies, procedures and risk management protocols. Maintain strict control of liability to the account and to the bank that may result from asset management decisions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Provide the leadership and management necessary to ensure the team has the proper administrative and reporting procedures, proper operational controls, and people in place to effectively serve the organization while ensuring policy compliance and operating efficiency.

2. Coordinate team duties with other PHI Managers including but not limited to, overseeing asset management processes, conducting training as required to ensure service standards, and periodically review team staffing assignments.

3. Conduct monthly team meetings to continually refresh training related to, goals, processes and procedures, and new ideas. Encourage participation and interaction; recognize excellent teammate performance.

4. Actively work cross-functionally and support market teams' to generate new revenue growth & engagement of clients by presenting the PHI capabilities and value proposition.

5. Monitor key performance indicators (KPI) for team performance and compliance to ensure procedures are followed and vital documentation is maintained.

6. Develop and present recommendations for modifications to asset management processes and procedures.

7. Use coaching moments to improve performance both individually and as "One Team."

8. Recommend new teammates, provide training, assign and evaluate work product, counsel, discipline, and terminate, as required.

9. Review and revise PHI Policies and procedures to ensure they are realistic and aligned with PHI success criteria; ensure teammates are in compliance; communicate updates regularly.

10. Assist in the review of Committee compliance items such as Pre Acceptances, Sales, and Expenses, as requested by PHI teammates.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in trust management, business, or equivalent experience, education, and related training

2. Minimum 10 years' experience in the management of specialty assets.

3. Minimum 5 years' experience in business management

4. Strong technical and regulatory background.

5. Excellent time management, written and verbal communication skills

6. Strong Sales, Coaching, and analytical skills.

7. Strong organizational and project management skills.

8. Demonstrated proficiency in developing and presenting presentations.

9. Demonstrated proficiency in basic computer applications, such as Microsoft Office products

Preferred Qualifications:

1. Completion of a graduate-level trust school program (ABA, Cannon, or other comparable provider)

2. Certification as Certified Trust and Financial Advisor (CTFA), Certified Financial Planner (CFP) or comparable designation

3. Advanced degree in law, business or accounting