Investment Manager Specialist

Job description

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs. Lead with Purpose. Partner with Impact. This is an advanced professional role requiring high skill with extensive knowledge of the business and a high level of proficiency. Oversees the management of investments for the largest and most complex fiduciary (irrevocable and revocable trust) and/or investment management accounts in support of Trust business objectives. What You’ll Do: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. · Participate...