Wealth Specialty Assets Mgr

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

We are currently seeking a Wealth Specialty Assets Manager. This position is primarily responsible for the administration of non-publicly traded assets held in all Trustdesk platform accounts and a portfolio of fiduciary and select agency accounts as assigned. This position will be responsible for supervising the compliance with procedures and policies for all Specialty assets titled or registered to accounts where ONB has fiduciary or reporting responsibility. At times this position will represent Old National Bank as a fiduciary services expert working in tandem with Wealth Advisors, as an integral part of the client relationship management team. They are also responsible for working with partners from wealth, banking, and external centers of influence. This role will demonstrate a high level of technical knowledge about the valuation, management, and registration of Unique assets. In addition, the position will require an understanding and awareness of all aspects of wealth management services and applying that knowledge as an integral fiduciary resource for other Trust Officers.

Key Accountabilities

Serve as the manager of Specialty Assets for the Wealth Division Trustdesk platform accounts.
• Supervise designated officers and support staff as needed to effectively manage specialty assets.
• Develop procedures and reports as needed for risk and compliance controls involving Specialty Assets.
• Provide detailed status reporting of all Specialty Assets to TAC.
• Achieve negotiated performance standards which may include audit / exam results, compliance testing, client satisfaction, and other metrics as assigned.
• Serve as the Administrative Officer for a portfolio of existing personal trust and select agency accounts working with appropriate support teams and internal partners to ensure the execution of account administration is properly maintained.
• Maintain compliance with fiduciary procedures and required documentation.
• Has the ability to resolve account issues and engage in complex fiduciary administration.
• Ensures that administrative reviews are accurate and complete per fiduciary group policies and procedures.
• Develop a network of Centers of Influence who can provide additional client referrals.
• Arrange client meetings to make introductions of internal partners for the purpose of discussing their needs and the benefits of our services and expand client relationships.
• Serve on, or head working groups and/or councils as appointed.

Qualifications and Education Requirements

• Bachelor's degree required; graduate degree (e.g., JD or MBA) or professional licenses (e.g., CTFA, CFP, CPA) preferred.
• Years of Experience: Minimum 10 years of trust administration or related experience.
• Must possess strong relationship building skills including verbal and written communication skills.
• Have experience working with compliance, auditors, and regulators regarding Unique Asset Administration
• Working knowledge of investment markets, products and services and the ability to discuss financial, legal, and tax strategies to meet client needs and goals.
• Operate effectively in an environment that stresses both individual accountability and team-based performance.
• Desire a team environment, collaborating with experienced professionals from multiple disciplines to deliver high quality client service.
• Provide professional presence within professional and community organizations.
• Thorough working knowledge of computer systems including Microsoft Office, Word, Excel, and PowerPoint, as well as familiarity with CRM tools and trust accounting systems.
• Position may require physical presence for court appearances, office meetings, and client engagements.
• Advanced knowledge of fiduciary, investment management, and estate planning strategies.
• Advanced presentation and relationship skills.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank. Join our team.