Reporting directly to our President, this seasoned advisor will serve as an integral member of our leadership team and should be a critical thought partner who champions our values of collaboration, optimism, innovation, and excellence. This individual will contribute to the attainment of the organization's desired growth and overarching objectives by providing strategic guidance to CHS leadership surrounding operational initiatives for process and performance improvement. The Vice President, Operations will be responsible for managing the day to day operations of Cornerstone Health Solutions Operational oversight includes but not limited to all centralized client services (support center, satisfaction surveys), client implementation services (advance team, implementation initial data analysis and planning) as well as education and training. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Participate in the business development process through direct client calls and presentations to promote Closely Held products and services. * Work with internal sales and fiduciary partners to evaluate new business that includes closely held assets.
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* Communicate with clients and their professional advisors about closely held asset investment performance and recommendations. * Analyze financial statements, industry, and corporate structures to evaluate entity performance and make strategic recommendations. Position Responsibilities: * Manage a portfolio of private business investments within trust and estate accounts, including coordinating and conducting fiduciary regulatory reviews, formulating investment recommendations & administration plans, and developing value estimates. The Senior Closely Held Specialist needs to be customer-focused and have a strong understanding of entity governing documents, corporate structures, fiduciary risks, as well as strong financial statement or investment analysis skills. Closely Held Business Specialist III Comerica is seeking talented candidates interested in evaluating and managing moderate to complex closely held (private entity) interests owned in client trust and estate accounts.
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