6 jobs found

Description: Join TrustBank where you can be a part of a dynamic wealth management team. We are seeking a Wealth Advisor who is looking to make a real impact and thrives in a collaborative culture. You will play a vital role in helping us exceed our client's expectations and be a part of Growing Prosperity Together. JOB TITLE: WEALTH ADVISOR DEPARTMENT: WEALTH MANAGEMENT REPORTS TO: CHIEF WEALTH STRATEGIST FLSA STATUS: EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with other client service team members to integrate client service delivery. Engage with the professional advisor community to advance TrustBank brand and reputation. Leads the effort in the acquisition of new clients. Retains, expands and deepens existing relationships. DUTIES AND RESPONSIBILITIES • Work directly with clients to develop an advisory relationship and gather information related to client's financial circumstances and goals. • Analyze overall personal financial condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management and budgets. • Determine client financial objectives, risk tolerance and capital requirements. • Counsel and advise clients on general financial forecasts and trends. • Develop a sophisticated goals-based wealth plan to bring client's financial situation in line with their objectives and consult with client and other advisors (specialists) on a course of action. • Facilitate implementation of sophisticated wealth plans based on the direction given by the client • Interact with client's other advisors and other TrustBank service partners in the delivery of coordinated financial and wealth planning services. • Review account relationships and communicate with wealth management team members to identify opportunities for cross selling • Actively leads the sales process in assigned markets, and the identification of opportunities to expand client relationships. • Contribute to the development and monitoring of best practices in the delivery of financial planning services. • Prepare and deliver presentations relating to the ongoing maintenance of client relationships. • Develop marketing materials and plans and deliver marketing presentations. • Contribute to TrustBank wealth planning thought leadership, including marketing resources. • Actively engage in the cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks. • Operates independently; has in-depth knowledge of business unit / function • Carries out activities that are large in scope, cross-functional and technically difficult • Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities • Conducts preliminary analysis • Responsible for direct interaction with different committees and management • Strategic in developing, implementing and administering programs within functional areas WORKING CONDITIONS The position is Monday through Friday, typically from 8AM - 5PM and is forty hours a week. Additional hours may be required as needed. The position will primarily be in the Wheaton/Chicago area. The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public. TRUSTBANK CORE VALUES Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $94,000 -$163,000 base salary, plus estimated wealth advisor incentive earnings. Pay rate may vary based on the candidate's qualifications skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. DISCLOSURES TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans Updated: March 14, 2025 Requirements: EDUCATION and/or EXPERIENCE Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience. Effective communicator and collaborative professional. Requires a university/college degree in finance, economics, or related areas. QUALIFICATIONS and KEY ATTRIBUTES To perform this job successfully, an individual must be effective in client relationship servicing and development. You must be able to effectively engage clients, to determine their need. You must have exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision. Will require travel across regional locations. REQUIRED SKILLS and ABILITIES Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow. A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients. Stay up to date with financial software and applications and fully understand how the technology supports the role and TrustBank's high standards of servicing. TECHNICAL SKILLS Ability to utilize Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation. Compensation details: 00 Yearly Salary PIca3f916ea7de-8136

We're a high-performance real estate team hiring a full-time Acquisitions Specialist to help close more deals in the commercial, industrial, and raw land sectors . This is a 100% remote role focused on negotiating and securing properties. You'll work with warm leads, build relationships with sellers, and drive acquisitions from first contact to signed agreement. What we're looking for: Proven sales and negotiation skills Experience in real estate acquisitions or investment deals Strong communicator with a track record of hitting targets Self-driven and detail-oriented What you get: Remote flexibility Pre-qualified leads-no cold sourcing Competitive base + commission Growth potential with a top-performing team Commission Structure: 0-$50,000 assignment fee commission is 8% $50,000-$100,000 assignment fee commission is 9% $100,000+ commission is 10% Ready to close deals from anywhere? Apply now. Compensation - Commission only for the first 3 months. Then base or commission, whichever is greater Responsibilities: Build rapport with prospects and clients to overcome objections and get the deal signed Perform due diligence on real estate market and geographical trends, partnership and investment models, and prepare contracts, letter of intent, and other business administration paperwork to ensure sales Manage leads and follow up through daily CRM use to update and stay on task until deals are closed Perform analysis on property value using comps, data, site walks, market trends, and research Act as an intermediary between your sellers and buyers to ensure a smooth close Qualifications: Must be driven and passionate about real estate asset selling and goal-oriented Exceptional communication skills, both oral and written, with extremely strong phone skills; ability to set and close appointments over the phone Over 1 year of experience as a real estate specialist in real estate acquisitions, land acquisition, or real estate sales experience is preferred Over 1 year of experience in Sales About Company Acre Expert is a Real estate investing company that specializes in Raw land and commercial/industrial properties. Build up construction. Entitlements and development venture. PI41d22a44def1-3467

CR of Maryland is looking to hire a full-time Acquisitions Specialist to help us purchase more homes throughout the region. This is a phone-based sales role focused on speaking with motivated homeowners who are interested in selling. You'll use our proven system to guide conversations, gather details, and help move deals forward. We provide all the leads, training, and support. You bring energy, confidence, and a strong work ethic. No real estate license is required. Compensation- $70,000 to $120,000+ per year (Base + Commission Warm Leads Provided) Compensation: $70,000 to $120,000+ per year Base + Commission Responsibilities: Call and follow up with homeowner leads who have expressed interest in selling Build rapport, ask questions, and uncover the seller's motivation Log notes and track each conversation in our CRM system Gather key property information and help qualify the opportunity Work closely with the acquisitions team to structure and close deals Manage your lead pipeline and follow up consistently with sellers Participate in ongoing sales training and coaching Qualifications: Strong communication skills and confidence on the phone Comfortable working full-time, Monday through Friday, in the office Coachable and eager to learn our proven sales system Highly organized and consistent with follow-up Sales experience is a plus, but not required Real estate experience is a plus, but not required About Company CR of Maryland is a real estate investment company based in Timonium, MD. Our team has bought and sold over 1,600 homes in the Baltimore metro area. We focus on acquiring properties, renovating them with care, and helping improve the communities we work in. We believe in integrity, accountability, passion, and service, and we're looking for people who want to grow with us for the long term. Compensation details: 00 Yearly Salary PI260ec37d72c7-5057

*This position is not remote* Who We Are SBA Communications (SBA) is an industry leader in providing the wireless infrastructure that makes communication work, with a track record of growth throughout the Americas, South Africa and Southeast Asia. Our purpose is to enable the communications that are essential in connecting people. We are listed on NASDAQ under the symbol SBAC and our organization is part of the S&P 500. SBA is also one of the top 20 Real Estate Investment Trusts (REITs) based on market capitalization. The People Our success stems from our collaborative environment, where differences are appreciated and our team members are considered our most valued asset. Together we uphold the highest moral and ethical standards, are excellent stewards of our financial resources, we prioritize quality and we do things right the first time. We innovate new, efficient and effective ways to do business, and we go the extra mile to provide excellent customer service to our clients and to each other. We enjoy each other's company and we work hard to make those around us successful. The Perks One of our values is to be People Focused, and as such, we are committed to our team members current and evolving needs through our global compensation and benefits programs. Our strategy is to provide programs and resources focused on four pillars of overall well-being: Physical, Emotional, Financial and Social. We enable our team members to stay healthy with medical, dental and vision insurance options. We help our team members navigate their path towards financial security through our 401K Retirement Plan, Global Stock Ownership and Employee Stock Purchase Programs. Additionally, we provide Paid Time Off (PTO), Tuition Reimbursement and many other impactful benefits. Your Next Career Opportunity - Real Estate Specialist Responsible for qualifying leads, contacting landlords and successfully negotiating Real Estate related transactions within acceptable parameters as set forth by Management. What You Will Do - Primary Responsibilities Develop and maintain favorable relationships with new and existing customers through individual account support in order to increase SBA's revenue through acquisitions and investment programs. Negotiate easements, land acquisitions, lease amendments and other buyout transactions types based on predetermined investment criteria with landowners to realize permanent rent savings, while maintaining favorable relationships. Negotiate lease extensions on sites with shorter maturing ground interests as directed by Management. Negotiate permanent rent restructures, conditional rent reductions and new lease terms for non-performing, underperforming or select sites as directed by Management. Manage a portfolio of assigned sites with varying degrees of value to the Organization and prioritize as needed with Management direction. Review and evaluate ground related agreements to identify potential issues and relevant financial considerations to determine best negotiation approach. Maintain high contact rates with customers and monitor all transactions through closing. Coordinate with other departments/personnel to facilitate ground area expansions and other site related transactions. Manage assigned portfolio of tower sites and maintain accurate site notes using internal Customer Relationship Management software. Monitor and report activities and provide relevant information to management team. Verify the accuracy of payments, expiration dates of ground agreements and other ground interest data of assigned sites. Notify the appropriate personnel/departments of any discrepancies discovered. Research basic information for contacting potential sellers. Other projects and duties as assigned. What You'll Need - Qualifications & Requirements Bilingual in English/Spanish required H.S. Diploma/GED Bachelor's degree preferred; and 0-2 years of sales experience, preferably in real estate. Domestic Travel as needed. Valid Government Issued Driver's License Equal Opportunity Employer

A banking partner of ours in Northern California is looking for a Commercial Real Estate Relationship Manager (VP) to join their growing team. The Relationship Manager is responsible for cultivating and managing small to mid-sized customer relationships to achieve established portfolio growth goals. The Relationship Manager will work closely with the Credit Administration department in underwriting and structuring credit up to $15 million and above and provide timely closing of loans. This individual will have in-depth knowledge of the local market (Bay area) and a track record of establishing long-standing relationships with local clients As a Commercial Real Estate Relationship Manager, You Will Increase loan & deposit base and pursue non-asset income such as FX by soliciting new investments opportunities, transferring the businesses from other banks, acquiring new customers, and selling appropriate Bank products that meet customer needs. Support the growth and profitability of the local business & monitor customer satisfaction and obtain information that will lead to business opportunities. Enhance the service level of the bank by conducting daily maintenance of the accounts (i.e. communications between customers and internal staff and making business decisions as necessary based on his/her responsibilities). Identify existing clients and prospective customer's credit, and other types of value-add products. Refer credit deals and other sales opportunities to the appropriate department of the bank and support closing the deal. Gather and prepare required financial information and submit to Credit Administration for approval. As the Commercial Real Estate Relationship Manager, you will need: Bachelor in business administration, marketing or related field In-depth credit underwriting, business development and marketing skills Demonstrated experience of meeting or exceeding sales goals (proven top individual contributor) If you are a skilled Commercial Real Estate Relationship Manager, you can apply by: Selecting the " Apply " button below or by contacting me directly. Role If this role is of interest to you, or if you are interested in exploring other opportunities within the market, you are welcome to reach out directly to As a Compliance & Financial Crime market specialist, I am partnered with a myriad of large and small Financial Services and Banking Institutions across the West Coast. Christian Bohn, or 350 - 6348

Job Description State Street is seeking a skilled and proven professional with experience in supporting client engagements from the initial sales support through onboarding. This role will be responsible for interfacing directly with clients/prospects to demonstrate front, middle and back office capabilities within the ALPHA platform while gathering insight into the clients requirements. The candidate should be self-motivated, goal-oriented, a fast learner and quick thinking team player who excels at multi-tasking. Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. Specifically, the candidate will: Have industry knowledge essential in understanding Front Office Operations, Transaction Management, Recording Keeping, Corporate Actions, OTC derivatives, Performance & analytics, Reconciliation, Reporting, Cash Management and Collateral Management Stay up-to-date with new product and feature launches and ensure sales team is on board Understand client requirements to demonstrate STTs capabilities Build and maintain relationships with clients and prospects Stay current with trends and competitors to identify improvements or recommend new products Understand functional capabilities, confirm software/ integration gaps and prove out the benefits of Alpha integration Assist various internal teams with scenario testing against the model office client including adding static data necessary to facilitate the scenario Participate in the development lifecycle and methodology. This includes requirements analysis, solution design, client acceptance, timeline creation, implementation, unit testing, deployment tools, and maintenance Analyze and document the business specifications for technical and functional changes, defining the required design approach within the business specification documents Understand the current processes and tools used by State Street, and map new requirements to this tool Collaborate with business leads and IT leads to define architectural requirements in order to finalize client POC platform requirements Define and document current and future state operating models as required End-to End Business Process validation& test Management for POC Clients - Leading test strategy, Client Test Planning, Interfacing with External Clients senior managers & executives. Provide periodic and ad hoc status reporting to senior management and relevant PMOs The ideal candidate should have: Excellent analytical and interpersonal skills, verbal and written communication and presentation skills Strong relationship management skills Domain knowledge and be able to understand the various listed instrument types like Equities, Bonds, ETD Derivatives, Bank Loans, TBAs, etc. Ability to work on multiple projects concurrently and prioritize work accordingly Knowledge / Experience in Middle Office Recordkeeping and Transaction processing is essential Knowledge / Experience of Front Office modeling and compliance engine support Strong user of the Microsoft Office Suite of products including Microsoft Visio Effective organizational, decision making, and communication skills About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers