HEAD OF TRUSTS, ESTATES & VALUATIONS

People Management:

·         Manage a team of Account Managers, departmental support roles and seasonal interns.

·         Undertake performance reviews for this group and provide mentoring, training and coaching.

·         Serve as the internal trusted advisor for all valuation-related matters.

·         Provide department oversight, including troubleshooting across all aspects of departmental delivery, serving as a point of escalation and guidance on assigning projects, including cross-departmental or high-volume situations.

·         Partner with all stakeholders across the business, with an emphasis on sale departments, to ensure seamless collaborations.

Valuations Management:

·         Alongside the Trusts, Estates & Valuations leadership team and Client Strategy, set a medium to long-term cultivation and target strategy for valuations as a top client service tool.

·         Act as a point of escalation on all valuations matters for the business.

·         Further develop reporting capabilities and devise a reporting cadence to the business on department’s productivity, successes and opportunities, including value, conversion rate, opportunities.

·         Monitor valuation workflow, including regular auditing of processes, developing and recommending changes where needed.

·         Review and oversee all valuations produced within the United States/North America to ensure they adhere to USPAP and Phillips global standards; including record keeping, justifications and paperwork/declarations.

·         Coordinate, oversee and manage valuations for insurance, probate and disposal purposes. This involves the arranging of valuation visits and liaising with the specialists to carry out these valuations.

·         Field enquiries from referral sources regarding the appraisal process, conduct walkthroughs for potential appraisals and consignments, and ensure appraisals are completed and finalized in a timely and professional manner.

·         Identify and integrate IT solutions which improve appraisal workflow, including updates to the Valuations system as needed.

·         Work closely with in-house legal team to ensure appraisal documentation is current and adhered to by clients and the business.

Consignment Management:

·         Manage potential consignments from start to finish; undertake initial review, organize onsite visits, ensure Selections for Sale and Proposals are completed in a timely manner and by agreed deadlines.

·         Work with internal stakeholders to ensure financials are addressed, delivery of documents, pitch presentations, and collection of property.

·         Work closely with Phillips’ in-house legal team to ensure contracts are accurate and delivered in a timely manner.

·         Ensure all marketing and authentication is completed as outlined in the consignment agreement.

·         Cultivate partnerships with dealers, advisers and auction houses to dispose of client property in areas not covered by Phillips.

Professional and Advisor Service development opportunities

·         Work with senior staff on outreach to professional referral sources.

·         Attend Trusts and Estates Conferences, industry events, and Phillips sponsored events as needed.

·         Be a trusted partner for professional referral sources and build a book of business from referral sources.

·         Perform any other ad-hoc duties as needed or requested.