Opportunity OverviewTeam Overview:
Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations. The New Business Senior Trust Advisor serves as the primary relationship manager for Edward Jones branch teams, with a particular focus on delivering an exceptional account onboarding experience. This individual acts as the trusted point of contact throughout the onboarding process, ensuring both clients and branch teams receive timely, accurate, and high-quality service.
What You Will Do:Beyond onboarding, the New Business Senior Trust Advisor plays a critical role in the overall client experience by maintaining strong relationships with branch teams, collaborating closely with the Edward Jones Trust Company Client Service Team, and providing informal leadership and guidance within the organization. The position is responsible for helping resolve client and branch inquiries, driving service excellence, and fostering confidence in the Trust Company's capabilities.
A key objective of the role is to strengthen and deepen relationships with existing Edward Jones branches, increasing awareness and utilization of trust services. By consistently delivering outstanding service and acting as a trusted advisor, the Senior Trust Advisor helps expand trust business opportunities and enhance long-term client and branch engagement.
Additional responsibilities include:
- Promote Edward Jones Trust Company services and, when appropriate, support estate planning discussions with clients, Financial Advisors, branch teams, and internal partners.
- Serve as the dedicated relationship manager and primary Trust Company resource for assigned client accounts and branch teams.
- Proactively identify and pursue new business opportunities through ongoing communication and outreach.
- Travel periodically to meet with branch teams and support relationship development.
- Act as the primary escalation point for onboarding-related client and branch concerns.
- Resolve issues proactively and provide recommended solutions that align client expectations with Trust Company capabilities.
- Lead the onboarding process for all new fiduciary accounts.
- Coordinate onboarding activities across Trust Officers, Fiduciary Officers, Portfolio Managers, and Trust Specialists.
- Evaluate prospective relationships through comprehensive risk assessments.
- Analyze assets, family dynamics, beneficiary structures, tax returns, accountings, and other relevant information.
- Review and perform initial interpretation of governing documents, including:
- Trust agreements
- Wills
- Powers of Attorney
- Beneficiary designations
- Related contracts and legal documents
- Determine whether EJTC is able to properly interpret and administer governing documents.
- Lead or participate in Trust Company and firm-wide initiatives that improve client service and operational effectiveness.
- Collaborate with partners across the Trust Company and firm to support complex client needs.
- Mentor, coach, and provide guidance to Trust Company associates.
- Maintain compliance with Trust Company policies, procedures, and applicable laws and regulations.
Position RequirementsWhat Experience You Need:
- Bachelor's degree required
- CTFA, JD, or CFP required
- 7+ years trust and estate management, or related legal or financial services experience required
- Knowledge of advanced fiduciary, gifting, trust management principles, estate planning principles, taxes, insurance, and investment principles and techniques required
- Comprehensive knowledge of regulations and applicable laws, tax planning and wealth-transfer strategies
- Advanced ability to balance high-risk compliance, legal, and business decisions
- Ability to effectively train, delegate and informally lead others who provide service to the client and branch team
- Must be highly skilled in written and verbal communication (especially in the explanation of complex legal matters to clients that may not have deep acumen in these complex legal matters) and demonstrate high level of interpersonal skill
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.Salary InformationEdward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
