Relationship Manager, Charitable Trusts (5 Month Contract)
Core
Manage a diverse portfolio of charitable trusts, ensuring trustee obligations and trust objectives are delivered while overseeing governance, investment oversight, and philanthropic outcomes.
Role type
Relationship Manager, Charitable Trusts
Builds
Governance frameworks, investment strategies, and grant/distribution processes for charitable trusts
Domain
Financial services / Philanthropy / Trustee services
Deliverable
client delivery
Required skills
Client relationship management, stakeholder engagement, trust administration, cashflow forecasting, investment review, governance coordination, regulatory compliance
Preferred skills
Knowledge of investment markets and managed funds, experience in charitable trusts or philanthropy, RG146 certification
Technologies
N/A
Responsibilities
Manage portfolio of charitable trusts, coordinate trustee meetings and reporting, oversee trust administration and investment processes, represent the firm at client meetings and industry events, support grant and charitable distribution delivery
Seniority
Mid-level, hands-on IC