Wealth Advisor/Trust Officer III-Austin

Why Broadway Bank:

We are one of the largest independently owned banks in
Texas with offerings in personal and private banking, wealth management,
business banking and mortgage lending.

Position Overview:

Within a culture of
empowerment, the Wealth Advisor/Trust Officer III is responsible for asset
management growth, and manages fiduciary relationships with proactive diligence,
adhering to the governing documents and regulatory environment. This role
serves the needs of clients and beneficiaries by providing the full extent of
the exceptional Broadway Bank client experience. With a sense of duty and
compassion, this position will actively seek ways to add value to clients and
potential clients by understanding their whole situation and leveraging the
bank's full capabilities to meet those needs. Additionally, this role collaborates
with associates on the relationship management team, overseeing all aspects of
the joint team responsibilities.

Essential Functions:

Manage Fiduciary
Relationships and Grows Portfolios

• Establish
  and maintain contact relationships with clients and their family members
  to maximize the lifetime value of these relationships.
• Provide
  a full range of financial and banking services to best serve clients'
  needs with assistance from appropriate specialists throughout the
  organization.
• Build
  loyalty and drive profitable revenue growth by resolving client concerns, developing,
  and executing targeted client retention and expansion activities,
  cultivating new clients, and delivering all aspects of the Broadway Client
  Experience.
• Demonstrate
  strong solution-oriented sales and communication skills to effectively
  establish rapport and credibility with clients.
• Develop
  collaborative relationships (COI's) with clients' advisors, including CPAs
  and attorneys.
• Exhibit
  leadership and team-building skills with a broad knowledge of financial
  services and products, focusing on client-centric solutions.
• Ensure
  sound fiduciary account management, including fiduciary taxation,
  securities transfer, community property, and state and federal laws
  governing trusts, foundations, estates, and investments.

Grows Portfolios within agency and Fiduciary
Relationships

• Successfully
  executing strategies to identify and target new profitable opportunities.
• Collaborating
  with internal partners to ensure a coordinated and consistent marketing
  message reaches targeted prospects.
• Cultivating
  relationships with referral sources such as attorneys and CPAs (COI's).
• Maintaining
  sales pipelines using CRM to document qualification/progress of
  opportunities.
• Education
  of internal partners on Wealth capabilities to drive referrals.
• Participates
  in business development activities individually and with partners.

Apply Knowledge of
Fiduciary Planning Strategies

• Review
  and interpret governing documents to determine the required actions and
  oversight needed to balance the interests of beneficiaries and
  remaindermen, protect account assets, and minimize risk to the bank.
• Manage
  risk to protect the bank from liability in performing fiduciary duties.
• Apply
  knowledge of fiduciary and estate planning strategies to benefit clients
  and prospects, communicating effectively and tactfully with clients,
  prospects, and their advisors.
  

Perform Sound
Fiduciary Account Management Duties

• Review
  transactions, including distributions to beneficiaries, security purchases
  and sales, tax payments, real estate, oil & gas, and expenses,
  ensuring appropriateness under the terms of the operative document and
  compliance with OTC requirements.
• Control
  and maintain related files, promptly initiating new accounts, receipts,
  disbursements, discretionary distributions, closed accounts, and other
  functions as required.

Become an Ambassador
for the Bank

• Seek
  out new opportunities to leverage the bank's full capabilities to new
  clients in all areas.
• Cultivate
  relationships with estate planning professionals to promote referrals to
  Broadway and Wealth Management services.
• Serve
  the community through Care Corps events and other leadership opportunities
  such as serving on the board of directors for non-profit organizations or
  organizations related to appropriate business disciplines.
• Speak
  publicly within the area of specialty, participate in media interviews, author
  articles for publication, or conduct educational seminars within the
  community.
• This position may require travel.

Experience & Education:

• 7 years fiduciary experience in the
  field of personal trust or 5 years legal, financial planning, or related
  experience.
• 4-year college degree; law degree preferred.
• Professional designation of Certified
  Financial Planner, Chartered Financial Analyst, or Certified Trust
  Financial Advisor is a plus.

Skills &
Qualifications:

• Demonstrated understanding of
  accounting principles.
• Ability to positively interact with
  high-level clients and all levels of bank employees.
• Strong understanding of fiduciary principles and regulatory requirements.
• Proficiency in managing complex fiduciary relationships.
• Excellent problem-solving and risk management skills.
• Superior client relationship management and communication skills.
• Leadership and team-building abilities.
• Broad knowledge of financial services and products.
• Proficiency with Microsoft Suite. Experience with FiTek System is preferred.

Other Requirements:

• Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
• Occasional overtime or extended hours may be required.

We're a culture that offers resources to benefit your
overall health and well-being:

• Career Development and Mentorship Programs
• Generous paid time off, minimum 4 weeks
• Employee recognition, awards, and events
• Free vision insurance
• Retirement matching
• Tuition reimbursement

This job description is not
designed to be a comprehensive listing of duties, responsibilities, or
activities that are required for this job. Duties, responsibilities, and
activities may change at any time with or without notice.

Broadway Bank
is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and
tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants
will receive consideration for employment without regard to race, color, sex,
sexual orientation, gender identity, religion, national origin, disability,
veteran status, or other legally protected status.

Member FDIC