CURRENT CAREER OPPORTUNITIES

Reports To: President/CEO
Job Classification: Exempt

Job Summary

The Chief Growth Officer is responsible for the development of strategies and methods designed to achieve revenue acceleration and profitable growth. This role will lead in the building and managing of a healthy pipeline of prospects and opportunities, generated directly and through the effective use of partners, and the conversion of those opportunities into secure, permanent revenue streams.

While MTC offices are located in Tampa, Fairfax, and Denver, this role can be performed from anywhere in the United States.

Primary Duties and Responsibilities

1. Designs and executes a distribution and sales strategy against company’s overarching strategic goals and growth plans.
2. Builds and iterates full sales cycle from strategy development, prospect creation and negotiation to deal closure.
3. Supports company’s strategic vision by establishing direct relationships with credit unions, attorneys, financial advisors, and key members of the financial services community.
4. Leads in the efforts to build a robust indirect sales strategy, channel strategy, and partner community.
5. Executes high-quality presentations and events to promote company’s products and services to prospective partners, existing partners, and the public.
6. Works in conjunction with the marketing team to provide educational and marketing support to prospective partners, existing partners, and the public.
7. Monitors partner, market, and competitor activity and provides updates and strategies to leadership team.
8. Provides detailed and accurate revenue forecasting.
9. Supervises Business Development Officers and owns the performance management process by providing ongoing training and coaching.
10. Oversees Business Development Officer growth targets and achievements.
11. Achieves growth and revenue targets.

Required Skills/Abilities

1. Excellent business development skills and interpersonal relationship building mindset.
2. Deep understanding of the challenges and opportunities that exist in the credit union system and trust services space.
3. Deep understanding for all stages of the customer lifecycle including acquisition, activation, retention, revenue, and referral.
4. Excellent leadership, talent development, and business management skills.
5. Superlative understanding of market trends and economic principles, with the ability to recognize trends and adjust strategies as necessary.
6. Metrics-driven, analytical, strategic thinker.
7. Ability to lead and work as a productive part of a team.
8. Agility, with the ability to pivot focus as circumstances arise.
9. Strong sense of accountability.
10. High level of personal integrity.
11. Excellent presentation skills.
12. Excellent interpersonal and communication skills.
13. Proficiency in technology, including the ability to effectively learn and use a variety of software programs and operating systems.

Education and Experience

1. Bachelor’s degree in Business Administration, Marketing or related field from an accredited college or university required.
2. MBA preferred.
3. Minimum 20 years of management experience including a minimum of 10 years’ experience at the marketing/sales/growth leadership level.
4. Credit Union and/or Trust Services leadership management experience required.
5. Prior P&L responsibility and experience managing a sizable budget.

Physical Requirements

1. Extensive travel, up to 75% of the time.
2. Must be able to navigate various organizations’ physical premises.
3. Prolonged periods sitting at a desk and working on a computer.

Reports To: President/CEO
Job Classification: Non-Exempt

Job Summary

The Executive Assistant provides high-level executive support to the President/CEO. The role also serves as a liaison between the Board of Directors and executive staff, writes and edits copy for internal and external communication, and performs a variety of clerical and administrative tasks.

Primary Duties and Responsibilities

1. Coordinates and maintains President/CEO’s calendar by:
   • Prioritizing meetings to ensure efficiency of time and efforts while traveling or conducting member and client meetings;
   • Scheduling/rescheduling and reviewing upcoming events to prepare accordingly;
   • Confirming schedules and appointments ahead of time with all parties involved.
2. Manages, coordinates, and arranges President/CEO’s travel and travel-related activities, including hotel booking, transportation, meal coordination, and materials for meeting.
3. Organizes and assists with President/CEO’s expense reports.
4. Develops and assists in meeting agendas/presentations, records minutes; researches/secures venues; coordinates with IT/facilities for set up; plans for meals and other incidentals.
5. Fulfills quarterly deadlines for the preparation, distribution, and filing of Board materials, which includes leading team towards timely submission of Board materials.
6. Maintains active and effective communication with the Board of Directors.
7. Trains staff and Board members on new technology, including but not limited to GoToMeeting, Govenda, and Google Drive.
8. Assists in the creation of presentations, scheduling, attendee confirmation, and set up of executive webinars.
9. Assists with maintaining accurate contact records in HubSpot and Salesforce.
10. Assists with various HR initiatives and other administrative tasks as needed.

Required Skills/Abilities

1. Proficient in Word, Excel, Outlook and PowerPoint.
2. Ability to professionally communicate and interact with employees and external parties at all levels.
3. Demonstrated ability to maintain professional discretion.
4. Strong organizational skills and attention to detail.
5. Ability to multitask efficiently and effectively.
6. Ability to meet deadlines in a fast-paced and quickly changing environment.
7. Capable of planning, prioritizing, and organizing a diverse workload.
8. Proactive approach to problem-solving with strong decision-making skills.
9. Ability to learn new software, including CRM platforms.
10. Excellent writing, spelling, and grammar skills.
11. Strong project management skills.

Education and Experience

1. Associate degree in a business-related field preferred.
2. Minimum three years of Administrative Assistant experience required.
3. Minimum three years of professional office experience required.
4. Experience working directly with a Board of Directors a plus.
5. Experience working with Govenda and HubSpot a plus.

Physical Requirements

1. Regular in-office attendance.
2. Prolonged periods sitting at a desk and working on a computer.
3. Must be able to lift up to 15 pounds at times.
4. Occasional travel required for meetings, conferences, etc. as requested.
5. Periodic overtime required in advance of and during quarterly Board meetings.

Reports To: VP, Trust Operations & Customer Success
Job Classification: Exempt

Job Summary

The Fiduciary Tax Manager is responsible for tax matters related to Trust Operations, liaising and communicating with tax vendor, field offices and clients, account maintenance, and auditing/reviewing coding within the trust accounting system.

For Denver candidates, the base salary range is $120,000 – $150,000.

Primary Duties and Responsibilities

1. Acts as liaison with tax vendor to address outstanding items needed for tax reporting and filing.
2. Acts as liaison with field offices on tax matters and direct client matters.
3. Reviews tax documents as necessary and manages review of fiduciary returns to ensure timely filing.
4. Manages process of IRA withholding, tax due payments, estimated tax payments, and tax refunds.
5. Responds to tax authorities on correspondence received related to fiduciary tax accounts.
6. Communicates with MTC staff and trust officers/advisors on tax matters.
7. Runs reports from TrustDesk to audit specific account fields to ensure proper setup.
8. Reviews accounts for missing cost basis and attempts to obtain and update.
9. Reviews account maintenance for updates after death of account owner/beneficiary.
10. Reviews new accounts to ensure proper setup.
11. Reviews account closings to ensure proper account coding.
12. Develops and implements policies and procedures for Fiduciary Tax Department.
13. Supervises, mentors, and trains members of the Fiduciary Tax Department.
14. Assists with reports as needed by MTC management.
15. Assists Trust Operations with other matters as needed.

Required Skills/Abilities

1. Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.
2. Thorough understanding of laws, rules, and guidelines concerning tax codes and policies and procedures.
3. Excellent project management skills, with the ability to juggle competing priorities/deadlines.
4. Proven ability to work as a productive part of a team
5. Strong sense of accountability.
6. Excellent leadership and talent development skills.
7. Excellent analytical skills, with attention to detail.
8. Excellent interpersonal and communication skills.

Education and Experience

1. Bachelor’s Degree in business-related field required.
2. Licensed CPA required.
3. Minimum ten years’ fiduciary income tax experience required.
4. Minimum five years’ trust experience preferred.

Physical Requirements

1. Regular in-office attendance.
2. Prolonged periods sitting at a desk and working on a computer.
3. Overtime required during tax seasons and deadlines.
4. Occasional travel required for meetings, conferences, etc. as requested.