Nicole McClelland
Redondo Beach,CA
Summary
Achieved high client satisfaction through effective wealth management and trust administration. Drove team performance to support organizational success in the CA region. Managed risk effectively to ensure operational stability.
Overview
38
38
years of professional experience
Work History
Senior Vice President
First Citizens Bank
06.2025 - Current
- Oversee administration of investment agency and trust accounts.
- Cultivate new business opportunities in collaboration with seven wealth consultants across Los Angeles, Orange County, and San Diego.
- Formulated comprehensive monthly client service plans tailored for each region.
- Fostered relationships with internal and external partners to drive new business opportunities.
- Cultivated and established 13 new client relationships since June 2025.
Vice President/Trust Advisor IV
Comerica Bank & Trust, N.A.
03.2021 - 06.2025
- Lead the Ultra High Net Worth West Coast Administration
- Administer over $2 Billion in trust and agency accounts
- Cultivate New Business Opportunities which has led to over 25 future appointments
- Key player in closing over $350k in revenue for estate settlement in 2023-2024
- Closed over $550K in new business 2021, 2022
- Identified opportunities to improve business process flows and productivity.
- Earned CWS designation in 2022
Vice President/Relationship Manager
Wilmington Trust, N.A.
03.2013 - 03.2021
- West Coast Business Development Trust Consultant for Advisory Solutions Group
- Responsible for working with our 5 strategic partners in cultivating new trust relationships and deepening existing advisor relationships
- Provide one on one Financial Advisor meetings as well as prospect meetings
- Branch presentations detailing our Trust Administration capabilities
- First and Second year revenue goal achieved of $250,000
- As a Relationship Manager actively engaged with client’s and their advisors coordinating financial plans and their private banking needs
- Administer CA Situs trusts
Vice President/Senior Trust Officer
Morgan Stanley Private Bank, N.A.
08.2010 - 02.2013
- Administer $336MM in client Trust and Agency accounts
- Successfully completed bank audit remediation of over 1900 items within 1 year time frame
- Co-Manage Trust Company’s IRA accounts
- Communicate with client’s CPA’s, Attorney’s, Co-Fiduciaries and Care Providers to successfully meet client’s estate planning, health, and medical needs
Senior Trust Officer
UBS Trust Company N.A.
08.2008 - 08.2010
- Administered $958MM in client Trust and Agency accounts which generated $2MM in revenue. Responsible for all aspects of trust administration from inception to termination.
- Acted as the advisor to the Financial Advisors of UBS Financial Services and their clients.
- Ensured new business approvals are consistent with the trust company revenue goals. Meet with Financial Advisors, Trust Consultants and clients on a quarterly basis to strengthen existing relationships. Responsible for solidifying relationship with Financial Advisors in Cincinnati, OH as well as retaining new business from the region.
- Vendor liaison for Trust Company’s Real Estate assets.
- Responsible for administration of seven estates and subsequent funding of trusts.
- Participated as a committee member of the Trust Administration Committee.
Assistant Vice President
Wilmington Trust Company
11.1995 - 07.2008
- Administered over $1 Billion in client Trust, Investment Agency and Custody accounts which generated over $3.5MM in revenue.
- Cultivated and maintained relationships with assigned base of clients and senior relationship manager. Provided recommendations regarding investment, tax, credit and overall financial management strategies to clients. Served as a resource for client’s other advisors such as attorneys, money managers, and CPA’s.
- Actively monitored client’s financial situation and proactively engaged clients in consideration of changes or additions to their financial strategies. Coordinated assistance and involvement of product specialists to ensure full and complete satisfaction of client needs.
- Provided superior communication and service to clients, ensuring a continual interaction that promoted mutual trust and client retention.
- Developed and maintained a high level of knowledge of financial planning and investment disciplines by maintaining a good base knowledge on trust, credit and insurance disciplines.
- Personnel Management responsibilities of associates assigned to Relationship Management Team.
- Evaluated, monitored and maximized the profitability of client relationships.
- Supported the relationship manager in the sales process by providing appropriate recommendations, preparations, and participation in meetings and demonstrate the ability to manage the day-to-day responsibility of implementing client strategies.
- Developed and implemented procedures for opening satellite offices for account administration.
- Coordinated Reg 9 investment reviews with senior Portfolio Manager for Western region.
- Prepared Integrated Account Reviews for all relationships over $10MM
- Budget reporting responsibilities for National Wealth Division
- Over a thirteen year span continuously had positions of increasing responsibility.
- Senior Trust Officer April 2004- March 2007
- Trust Advisor I April, 2003- March 2004
- Trust Officer June, 2001-March, 2003
- Personal Services Manager III August, 2000- May, 2001
- Administrative Assistant III July, 1999- July, 2000
- Private Client Lending Associate May, 1998- July,1999
- Research Analyst I & II March,1997- April,1998
- Customer Service Representative I November,1995-March,1997
Engineering Clerk
Rodel, Inc.
10.1993 - 04.1995
Manager
Friendly’s Restaurant
10.1987 - 04.1995
Education
Bachelor of Science - International Business
Frostburg State University
Frostburg, MDSkills
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Coaching and mentoring
- Client relationship building
- Business development
- Account management
- Risk management
- Process improvement
Timeline
Senior Vice President
First Citizens Bank
06.2025 - Current
Vice President/Trust Advisor IV
Comerica Bank & Trust, N.A.
03.2021 - 06.2025
Vice President/Relationship Manager
Wilmington Trust, N.A.
03.2013 - 03.2021
Vice President/Senior Trust Officer
Morgan Stanley Private Bank, N.A.
08.2010 - 02.2013
Senior Trust Officer
UBS Trust Company N.A.
08.2008 - 08.2010
Assistant Vice President
Wilmington Trust Company
11.1995 - 07.2008
Engineering Clerk
Rodel, Inc.
10.1993 - 04.1995
Manager
Friendly’s Restaurant
10.1987 - 04.1995
Bachelor of Science - International Business
Frostburg State University