What are the responsibilities and job description for the Fiduciary Team Manager position at Peak Trust Company?
Location: Anchorage, Alaska
Reports to: Chief Fiduciary Officer
Employment Type: Full-time, in office
Overview:
Peak Trust Company is seeking a dedicated and experienced Fiduciary Team Manager (FTM) to lead and support our fiduciary team across all locations. This role is essential in aligning team members with Peak’s strategic goals while fostering a culture of empowerment, professional growth, and excellence in fiduciary services.
Key Responsibilities:
At Peak Trust Company, we believe our team is our most valuable asset. We are committed to fostering a culture of integrity, collaboration, and excellence while investing in the professional development and well-being of our team members.
We understand the importance of work-life balance and offer a competitive benefits package to support our employees in achieving it. Our goal is to attract and retain top-tier talent who align with our core values and contribute to our continued success.
EEO Statement:
Peak Trust Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment. Peak expressly prohibits workplace harassment based on any protected status.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. Employment at Peak Trust Company is at-will and can be terminated at any time, with or without reason or notice, by either the employer or employee.
How to Apply:
Submit your application and resume by applying to this job.
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Reports to: Chief Fiduciary Officer
Employment Type: Full-time, in office
Overview:
Peak Trust Company is seeking a dedicated and experienced Fiduciary Team Manager (FTM) to lead and support our fiduciary team across all locations. This role is essential in aligning team members with Peak’s strategic goals while fostering a culture of empowerment, professional growth, and excellence in fiduciary services.
Key Responsibilities:
- Lead, mentor, and support fiduciary team members through regular performance reviews, one-on-one check-ins, and training programs
- Serve as the liaison between the fiduciary team and the Chief Fiduciary Officer, ensuring clear communication and operational efficiency
- Promote engagement, job satisfaction, and long-term retention of fiduciary team members
- Drive consistency in fiduciary practices across locations, ensuring adherence to regulatory and company standards
- Monitor and manage fiduciary team performance metrics, including capacity and account quality
- Collaborate with leadership to ensure smooth workflow management and resource allocation
- Conduct annual stay interviews to assess and address team members’ needs and career aspirations
- Ensure timely remediation of compliance and third-party examiner observations to uphold high standards of accountability
- Lead the fiduciary team through periods of growth, development, and organizational change to ensure adaptability and continued success
- 5 years of management experience, preferably in fiduciary services, financial services, or a related field (or at the discretion of the Executive Team)
- Proven ability to develop, mentor, and engage team members to promote professional growth
- Strong organizational and leadership skills with a proactive approach to problem-solving
- Ability to collaborate across multiple locations and departments to ensure consistency and efficiency
- Knowledge of fiduciary standards, compliance, and regulatory requirements is a plus
At Peak Trust Company, we believe our team is our most valuable asset. We are committed to fostering a culture of integrity, collaboration, and excellence while investing in the professional development and well-being of our team members.
We understand the importance of work-life balance and offer a competitive benefits package to support our employees in achieving it. Our goal is to attract and retain top-tier talent who align with our core values and contribute to our continued success.
EEO Statement:
Peak Trust Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment. Peak expressly prohibits workplace harassment based on any protected status.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. Employment at Peak Trust Company is at-will and can be terminated at any time, with or without reason or notice, by either the employer or employee.
How to Apply:
Submit your application and resume by applying to this job.
Powered by JazzHR
iU45Rus0oS
