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Alford Group Executive Search
Skokie, Illinois, United States
Date Posted: 06/22/2010
Categories: CEO/Executive - Financial Services/Insurance
Job Type: Full-Time
Covenant Trust Company
Covenant Trust Company (CTC) provides the Evangelical Covenant Church (ECC) and its constituents with unparalleled resources and experience in managing their financial investments. Chartered in 1988, Covenant Trust Company is a non-depository Illinois trust company that provides trustee services and asset management for over 1,800 accounts and currently has over $430,000,000 in assets under management. CTC began as a service to members of the Covenant Church while at the same time supporting ministries of the ECC. Covenant Trust Company is an enabler in this process by helping people provide for the future of the ministries they love through legacy giving.
In addition to a full service trust program, CTC offers professional asset management, legacy planning, and life planning services to individuals, churches, camps and conferences, all Evangelical Covenant Church denominational ministries nationwide, as well as alumni of North Park University and residents of all Covenant Retirement Communities. The owner-shareholders of Covenant Trust Company are the Evangelical Covenant Church, Covenant Ministries of Benevolence and North Park University. A board comprised of owner-representatives and independent directors governs the enterprise.
Reporting to the CTC Board of Directors, the President is the Chief Executive Officer of Covenant Trust Company, and is responsible for the formulation, presentation, and implementation of policies, plans and strategies necessary to carry out CTC’s mission statement and for providing the executive leadership needed to achieve the Board of Directors’ approved Business Plan.
Within this exciting new opportunity, the President will be expected to work with the Board to develop a vibrant vision for the next decade that will transform and reinvent the company. This inspiring transformation, to be defined by the Board and the senior leadership, could involve growing and expanding the products and services offered, operations and culture that will set CTC on a new path toward achieving its vision.
The Qualified Candidate will bring and/or demonstrate:
•Committed to an active Christian faith life; ability to fully support the mission of the Evangelical Covenant Church; agreement to become a member of a Covenant Church, if not currently one.
•Knowledge of the financial services industry oriented towards the highest levels of internal/external client satisfaction with high net-worth individuals focused on trusts; investment management; legacy planning; financial planning techniques, planned giving; and risk management.
•Ability to translate strategic direction into operational results and vice versa while maintaining flexibility in a fast-paced, ever-changing environment.
•History of promoting communication and building partnerships, internally and externally, to grow the overall organization/company.
•Strong marketing orientation with the ability to formulate and implement an effective marketing strategic plan.
•Previous experience in or exposure to philanthropic and/or donor-centered environments with donors of all ages and wealth segments.
•Good public speaking skills with the ability to convey integrity and trust to constituents of all levels, including, but not limited to, clients and prospective clients; CTC staff; outside representatives; legal authorities, CTC Board of Directors; and the President of the Evangelical Covenant Church.
•Motivates and encourages all staff to grow and lead in their respective areas; fosters a culture of teamwork and high achievement.
•Strong analytical skills needed to synthesize data, identify trends, and translate them into insightful analysis to equip the Board to make key decisions, along with the ability to relay complex information understandably.
•Ability to report to a Board of Directors and work with an Executive Committee which is comprised of the presidents of the three owners.
•Minimum 10+ years, leadership-level experience in a complex product/service focused organization or corporation, preferably the financial services industry.
•Minimum of a Bachelor’s Degree in Finance, Economics or related field. An MBA or, Certified Financial Planner certification preferred.
The application process is being managed by Heather A. Eddy, CFRE, President and COO of Alford Group Executive Search. To apply, candidates should submit their cover letter and resume and complete the online application at http://ag-es.kintera.org/applicant. All inquiries will be held in strict confidence. Questions may be addressed to Claire Waiksnoris, Search Associate, at firstname.lastname@example.org.
Alford Group Executive Search (www.ag-es.com) is a retained search firm dedicated to providing recruitment services of exceptional quality and strengthening the not-for-profit community through professional staffing solutions.