Managing Director, Trust Real Estate

💰 $3,200 - $5,120 (Est.) 📍 Los Angeles ⏰ Part Time

Job Description

U
U.S. Bank


Remote Payments Growth Strategist Small Business Market
U.S. Bank • Los Angeles, CA, United States • via Learn4Good
17 hours ago
$60K–$80K a year
Full–time
Apply on Learn4Good
Job highlights
Identified by Google from the original job post
Qualifications
Candidates should possess a bachelor's degree and three to five years of relevant sales experience
Benefits
Benefits include healthcare, life insurance, and a 401(k) plan
Responsibilities
The Market Manager will drive business development and manage a sales pipeline
Job description
Position: Remote Payments Growth Strategist for Small Business Market
A leading financial institution is seeking a Payment Solutions Market Manager in Central Los Angeles. This remote position targets companies with less than $2.5 million in annual revenue. The Market Manager will drive business development and manage a sales pipeline. Candidates should possess a bachelor's degree and three to fiv...
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1871 Member Company


Managing Director, Trust Real Estate
1871 Member Company • Los Angeles, CA, United States • via Ladders
21 hours ago
$1.64L–$2.86L a year
Full–time
Apply on Ladders
Apply directly on ZipRecruiter
Job highlights
Identified by Google from the original job post
Qualifications
Influences how teams/groups work together
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems
Communicates abstract concepts in simple terms
12 more items(s)
Benefits
$164,400.00 - $285,600.00
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure
Salaries for part-time roles will be pro-rated based on number of hours regularly worked
3 more items(s)
Responsibilities
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience
Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance
Works collaboratively within the branch and the regional team as part of the client/relationship management solution
49 more items(s)
Job description
Application Deadline:

04/16/2026

Address:
10250 Constellation Blvd

Job Family Group:
Wealth Sales & Service

Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.
• Monitors performance results at the regional, market and sales professional level; develops action plans to resolve gaps.
• Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management.
• Identifies opportunities to grow existing relationships and develop new business.
• Makes presentations to clients/prospects in conjunction with others based upon their needs.
• Provides day to day technical support team members responsible for fiduciary account management.
• Manages trust, agency or probate accounts in the role of trustee.
• May act as the Relationship Manager to assigned clients and effectively interacts with others assigned to the client/relationship team.
• Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
• Develops an expert understanding of business/group challenges.
• Networks with industry contacts to gather competitive insights and best practices.
• Recommends measures to improve organizational effectiveness.
• May consult to or serve on various committees and task forces.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Conducts independent analysis and assessment to resolve strategic issues.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines.
• May provide specialized support for other internal and external regulatory requirements.
• Oversees the design, development, and implementation of tools and training required to deliver business results.
• Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
• Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.
• Leads/supports contract negotiations with vendors, balancing cost, risk and performance.
• Oversees maintenance of Policies and Procedures Manual as required by internal and external changes..
• Leads/participates in the design, implementation and management of core business/group processes.
• Develops and manages a business/group program.
• Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Performs sales & service support activities as required to meet client needs and maintain overall service levels.
• Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, trade activity, posting, fee collection and other related activities; ensures proper documentation and administration decisions.
• Meets high-quality service standards to maximize relationship retention and growth.
• Develops rapport and instills confidence with the client to develop credibility and earn their trust.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
• Influences how teams/groups work together.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
• Communicates abstract concepts in simple terms.
• Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
• Anticipates trends and responds by implementing appropriate changes.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

💡 Quick Summary

Seeking a career-building opportunity? The Managing Director, Trust Real Estate position is now open for candidates interested in the Bank Jobs sector. This role in Los Angeles offers a professional environment and growth potential.

Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.

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Job Details

Company Name: 1871 Member Company •

Frequently Asked Questions

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The expected salary for Managing Director, Trust Real Estate in Los Angeles is $3,200 - $5,120 (Est.) per month. Actual compensation may vary based on experience and negotiation.
No, Managing Director, Trust Real Estate is an on-site position based in Los Angeles. Candidates must be able to commute or relocate to this location.
Basic communication skills, a proactive attitude, and the ability to work in a team are required for Managing Director, Trust Real Estate. Previous experience in Bank Jobs is a plus. Freshers may also apply depending on the employer's requirements.
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