CURRENT CAREER OPPORTUNITIES

If you are interested in discussing career opportunities with Members Trust Company or would like to apply for an available opportunity, please send your resume to recruitment@memberstrust.com
Equal Opportunity Employer | E-Verify Employer

Data Architect

Reports To: Chief Administrative Officer
Job Status: Exempt

Base Salary Range: $85,000 – $165,000
Additional Compensation: Annual Discretionary Incentive

This is a hybrid role, based out of Members Trust Company’s corporate Tampa office.

Job Summary
The Data Architect will be responsible for designing, building, and maintaining Members Trust Company’s data architecture to support our enterprise trust and wealth management business. The role will work collaboratively with our leadership and technology teams to ensure that data is stored, processed, and analyzed effectively, enabling data-driven decision-making. The Data Architect will leverage data and data decisioning to drive enhanced internal and external reporting and AUM/revenue growth, while also reducing risk and delivering exceptional value to our clients and bottom line.

Essential job functions

Technology Growth Strategy: Partners with leadership on ongoing tech stack development/refinement and technology infrastructure needed for efficient scalable and exponential growth.
Data Strategy: Works with senior management to develop and execute a data strategy that aligns with the company’s business objectives.
Data Architecture Design: Develops and maintains a comprehensive data architecture that aligns with the company’s strategic goals and supports business operations.
Data Modeling: Creates and manages data models, schemas, and databases to optimize data storage, retrieval, and analysis.
Data Integration: Collaborates with cross-functional teams to integrate data from various sources, ensuring data accuracy and consistency.
Data Governance: Establishes and enforces data governance policies, standards, and best practices to maintain data quality, security, and compliance.
Performance Optimization: Monitors and optimizes database performance, ensuring scalability and responsiveness to meet business needs.
Data Security: Implements robust data security measures to protect sensitive client information and ensure compliance with data privacy regulations.
Data Documentation: Maintains clear and comprehensive documentation of data architecture, processes, and procedures.
Technical Leadership: Provides guidance and mentorship to others, promoting best practices and continuous learning.

Required Skills/Abilities

Strong knowledge of database management systems (e.g., SQL Server, Oracle, MySQL) and data warehousing concepts.
Proficiency in data modeling, ETL processes, and data integration techniques.
Familiarity with data governance and compliance standards.
Excellent problem-solving skills and the ability to work collaboratively in a team environment.
Strong communication, presentation, and leadership skills.
Ability to draft a vision and strategy around enterprise data for exponential growth of sales.
Progressive forward-thinking mindset that can spot problems/opportunities and recommend solutions to those challenges before they occur.
Must be able to demonstrate flexibility and adaptability, along with the ability to work under significant pressure and tight deadlines.
High degree of integrity, self-motivated, and goal oriented.
Ability and willingness to prepare relentlessly and execute passionately.
Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.

Education and Experience

Bachelor’s or Master’s Degree in Computer Science, Information Technology, Mathematics, Data Science, or related field required.
Minimum five years of data management experience required.
Proven experience as a Data Architect in the financial services industry, with expertise in trust and wealth management preferred.
Relevant licenses and certifications preferred.

Physical Requirements

Regular in-office attendance.
Ability to remain in a stationary position for prolonged periods.
Ability to effectively operate a computer and other office equipment.
Occasional travel required for meetings, conferences, etc. as requested.

Additional Information
Members Trust Company reserves the right to change or assign activities, duties, and responsibilities at any time.

The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

Institutional Development Consultant

Reports To: Chief Growth Officer
Job Status: Exempt

Base Salary Range: $100,000 – $175,000
Additional Compensation: Annual Discretionary Incentive

This role may be based out of Members Trust Company’s Tampa headquarters, Fairfax regional office, or based remotely in California. Institutional Development Consultants must reside near the territory they cover. Territories include:

Eastern Geography: Residing near and working out of Fairfax or Tampa Office
Western Geography: Residing in Southern California

Job Summary
The primary responsibilities of the Institutional Development Consultant (IDC) are to focus on developing new Credit Union (CU) relationships, enroll them as business partners, and successfully onboard their team to ramp up early productivity of Members Trust Company (MTC) solutions resulting in AUM growth. An additional key aspect of the role is to drive asset growth of our CDA/EBFT solutions. The role is also responsible for expanding our market share, increasing AUM, and promoting our range of products and services at the institutional level. This is a sales, service, and training role where ethics, integrity and energetic drive are at the forefront.

Essential Job Functions

Prospect credit unions who don’t have an Investment Management and Trust platform in order to create a strategic partnership.
Effectively onboard the new relationship which will involve a process of education and training of the new enterprise so they can generate sales of MTC investment management solutions as well as trust and estate services.
Identify opportunities to build out and place new captive trust officers (Agency Model) as part of the new relationships where the CU may lack sales FTE.
Prospect and open new CDA/EBFT in partnership with our Investment Management team.
Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.

Primary Duties and Responsibilities

Client Acquisition: Identify and target institutional clients including but not limited to credit unions, banks, investment firms, and asset management companies.
Relationship Management: Cultivate and maintain strong, long-term relationships with institutional clients to understand their unique needs and provide tailored solutions.
Product Knowledge: Develop an in-depth understanding of our products and services, staying up to date with industry trends, and effectively communicate our value proposition to clients.
AUM Growth: Achieve and exceed sales targets, contributing to the company’s growth and profitability.
Reporting: Provide regular reports on sales activities, client feedback, and market insights to the management team.

Required Skills/Abilities

Expert at client outreach/relationship management tactics and meeting with new prospects to drive greater distribution of our platform and solutions.
Authority in CU specific solutions such as CDA/EBFT.
Proven track record in institutional sales and business development.
Deep investment product knowledge and the ability to articulate complex investment ideas.
Superlative understanding of wealth planning concepts and how they fit into wealth management solutions.
Proven ability to communicate effectively at all levels.
Demonstrated ability to run virtual meetings and presentations using remote platforms.
Strong communication, presentation and closing skills.
Energetic, self-motivated, positive attitude, and goal oriented.
High degree of integrity, strong work ethic, and leadership skills.
Ability and willingness to prepare relentlessly and execute passionately.
Ability to be flexible, adaptable, and work well under pressure.
Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.

Education and Experience

Bachelor’s Degree in business-related field required.
CFP, CIMA, CTFA designation preferred.
Minimum seven years of wealth management/financial services sales experience, including a minimum five years of investment product experience.
Fee-based investment account sales and sophisticated trust issues experience required.
CRM (Salesforce) experience required.

Physical Requirements

Ability to travel regularly (80% of the time) within a defined geography.
Ability to navigate various areas of an organization’s physical premises.
Ability to remain in a stationary position for prolonged periods.
Ability to effectively operate a computer and other office equipment.

Additional Information
Members Trust Company reserves the right to change or assign activities, duties, and responsibilities at any time.

Come Grow With Us
Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America’s Credit Unions and regulated by the Office of the Comptroller of the Currency. We provide financial stewardship, trust and estate services, investment management, and planning solutions for our valued clients.

Our Mission:
We empower credit unions to grow their wealth management business through our innovative products and solutions, unwavering commitment to service, and unparalleled industry expertise, all of which are focused on helping every client realize their financial aspirations.

As a fiduciary, our mandate is to act in our clients’ best interest. Always.

With our Main Street values comes Wall Street expertise. We are continually recognized and quoted in the industry as innovators and subject matter experts in trust administration and investment management. Our mission guides our team, making ‘doing the right thing’ our “thing”.

What We Offer

Collaborative and Supportive Work Environment
Competitive Total Rewards Program
Innovative Brand and Thought Leadership
Meaningful Work and Growth Opportunities

Wealth Development Consultant

Reports To: Chief Growth Officer
Job Status: Exempt

Base Salary Range: $100,000 – $175,000
Additional Compensation: Annual Discretionary Incentive

This role is based out of Members Trust Company’s Tampa headquarters.

Job Summary
The primary responsibility of the Wealth Development Consultant (WDC) is to identify, source and drive sales of Members Trust Company (MTC) solutions and product suite, cultivate relationships with professional centers of influence, and be an advocate in the region for MTC by promoting our trust services offerings. The WDC will connect client relationships with the appropriate team (Trust Officer/Portfolio Manager/Wealth Planner) that best meets the client’s specific needs. The WDC will also be a resource and face of the enterprise regionally to Wealth Advisors, Trust Agencies and other key sources of distribution to fuel AUM growth on the MTC platform. This is a business development, service, and outreach role where ethics, integrity and energetic drive are at the forefront. The ideal candidate will be a rainmaker that can close new business.

Essential Job Functions

Serve as the face of the franchise to the regional world of attorneys, CPAs and other spheres of influence.
Generate sales of MTC investment management solutions as well as trust and estate services by conducting in-person sales meetings.
Expand MTC book of business by acquiring new relationships.
Present at conferences and seminars representing the MTC value proposition.
Own sales performance and goals for assigned territory.
Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.

Primary Duties and Responsibilities

Client Relationship Management

Develop and maintain strong relationships with existing and potential centers of influence.
Understand clients’ financial objectives and needs to provide tailored trust solutions.

Business Development

Identify new business opportunities and target markets to expand the investment management and trust services portfolio.
Develop and execute strategic business development plans to achieve sales goals.
Collaborate with the marketing team to create compelling marketing materials and campaigns.

Product Knowledge

Stay updated on industry trends, trust laws, and regulations.
Have a deep understanding of our trust services and be able to effectively communicate their benefits to clients/prospects either one on one or in large group formats.

Compliance and Risk Management

Ensure all activities comply with regulatory requirements and internal policies.
Identify and mitigate potential risks associated with trust services.

Reporting and Analysis

Prepare regular reports on business development activities and results.
Consistently leverage our Salesforce based CRM.

Team Collaboration

Work closely with colleagues in trust administration, portfolio management and wealth planning to ensure seamless service delivery to clients.
Participate in cross-functional business development teams to share best practices and opportunities.

Required Skills/Abilities

Superlative understanding of wealth planning concepts and how they fit into wealth management solutions.
Proven ability to communicate effectively at all levels.
Demonstrated ability to run virtual meetings and presentations using remote platforms.
Strong communication, presentation, and closing skills.
Energetic, self-motivated, positive attitude, and goal oriented.
High degree of integrity, strong work ethic, and leadership skills.
Ability and willingness to prepare relentlessly and execute passionately.
Ability to be flexible, adaptable, and work well under pressure.
Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.

Education and Experience

Bachelor’s Degree in business-related field required.
CFP, CIMA, CTFA, JD, LLM designation preferred.
Minimum seven years of wealth management/financial services sales experience, including a minimum five years of investment management and trust experience.
Fee-based investment account sales and sophisticated trust issues experience required.

Physical Requirements

Ability to travel regularly (80% of the time) within a defined geography.
Ability to navigate various areas of an organization’s physical premises.
Ability to remain in a stationary position for prolonged periods.
Ability to effectively operate a computer and other office equipment.

Additional Information
Members Trust Company reserves the right to change or assign activities, duties, and responsibilities at any time.

As a fiduciary, our mandate is to act in our clients’ best interest. Always.

What We Offer

Collaborative and Supportive Work Environment
Competitive Total Rewards Program
Innovative Brand and Thought Leadership
Meaningful Work and Growth Opportunities

Wealth Management Consultant

Reports To: Chief Growth Officer
Job Status: Exempt

Base Salary Range: $100,000 – $175,000
Additional Compensation: Annual Discretionary Incentive

Wealth Management Consultants must reside in the territory they cover. Territories include:

SW US/Gulf Coast (Focus on Southern CA and TX)
NoCal/PNW/Central Mountain (Focus on Northern CA and WA)
SE/Mid Atlantic (Focus on VA and FL)
NE/Great Lakes (Focus on NY and MI)

Job Summary
The primary role of the Wealth Management Consultant (WMC) is to drive sales of Members Trust Company (MTC) solutions and product suite, as well as develop relationships with Credit Unions (CU)/Financial Institutions and the 3rd party relationship managers (RM) (Financial Advisors/Wealth Advisors/Trust Officers) that can sell MTC solutions and product suite. This is a sales, service, and training role where ethics, integrity and energetic drive are at the forefront. This role is an MTC investment management and trust platform subject matter expert and is critical to the success of the firm’s growth strategy.

Essential Job Functions

Generate sales of MTC investment management solutions as well as trust and estate services by conducting in-person sales and training meetings.
Increase the frequency and number of RMs who actively recommend MTC solutions to grow assets under management.
Own sales performance and goals for assigned territory.
Partner with 3rd party leadership to help advisors and trust officers grow their advisory practice.
Coach to practice management and educational thought leadership.
Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.

Primary Duties and Responsibilities

Call RM prospects and existing RMs on the phone, via webcam, and conduct in-person site visits to credit union offices and retail branches in the geographic markets they are assigned.
Drive MTC investment/trust opportunities that will in turn drive revenue from acquiring prospective clients, expanding existing relationships and retaining current clients.
Collaborate closely with the internal leadership teams of investment management and trust to present a unified MTC message.
Assist RMs in a coaching/training capacity with the goal of getting them comfortable with MTC capabilities and sales process by conducting joint client appointments so the RM can conduct more meetings on their own in the future.
Collaborate with relationship managers to deepen existing client relationships by providing advice around current investment views and positioning investments, wealth planning concepts and trust services where appropriate.
Address product inquiries and partner with CUs, their leadership team and relationship managers to address client objections, competitive hurdles, and perceived gaps.
Focus on driving average client ticket size upstream to larger balances.
Travel to regional and national events and conferences to retain key clients and further develop relationships.
Public speaking at large group RM and client events.
Focus on ongoing CU RM development through new hire training, advanced training workshops/role plays and one to one coaching sessions.
Partner with key CU leaders to measure effectiveness and make changes to strategy if needed.
Other responsibilities include assisting with the use of various client sales related tools, participating in the development of educational and sales content for relationship manager training and focused sales calls.

Required Skills/Abilities

Superlative understanding of wealth planning concepts and how they fit into wealth management solutions.
Deep investment product knowledge and the ability to articulate complex investment ideas.
Expert at client outreach/relationship management tactics and meeting with new prospects to drive greater distribution of our platform and solutions.
Proven ability to communicate effectively at all levels.
Ability to effectively lead and partner with others.
Demonstrated ability to run virtual meetings and presentations using remote platforms.
Strong communication, presentation and closing skills.
Energetic, self-motivated, positive attitude, and goal oriented.
High degree of integrity, strong work ethic, and leadership skills.
Ability and willingness to prepare relentlessly and execute passionately.
Ability to be flexible, adaptable, and work well under pressure.
Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.

Education and Experience

Bachelor’s Degree in a business-related field required.
CFP, CIMA, CTFA designation preferred.
Minimum seven years of wealth management/financial services sales experience, including a minimum five years of investment product experience.
Minimum five years of sales/performance improvement coaching in the wealth management arena.
Fee-based investment account sales and sophisticated trust issues experience required.
CRM (Salesforce) experience required.

Physical Requirements

Ability to travel regularly (80% of the time) within a defined geography.
Ability to navigate various areas of an organization’s physical premises.
Ability to remain in a stationary position for prolonged periods.
Ability to effectively operate a computer and other office equipment.

Additional Information
Members Trust Company reserves the right to change or assign activities, duties, and responsibilities at any time.

As a fiduciary, our mandate is to act in our clients’ best interest. Always.

What We Offer

Collaborative and Supportive Work Environment
Competitive Total Rewards Program
Innovative Brand and Thought Leadership
Meaningful Work and Growth Opportunities