Trust Relationships Manager
Core
Manages and develops complex client relationships for Trust, Fiduciary Services, and Investment Management Services, serving as the primary contact for clients, attorneys, and beneficiaries.
Role type
Senior IC Trust Relationship Manager
Builds
Trust and fiduciary accounts for high-net-worth individuals and institutions
Domain
Banking / Wealth Management / Trust Services
Deliverable
client delivery
Required skills
complex relationship management, trust administration, regulatory compliance, business development, account analysis, stakeholder coordination, problem resolution, court appearance management, sales goal achievement
Preferred skills
board or committee representation, network development with local professionals
Technologies
sales management tools (call planner, pipeline, closed business reports)
Responsibilities
Manage and develop new business for various Trust relationships; Administer and invest large complex relationships in compliance with laws; Represent the company on boards or committees; Analyze governing documents and manage accounts per terms; Coordinate with investment and tax officers; Resolve beneficiary requests and special distributions; Make court appearances for asset acquisition or preservation; Achieve sales goals and maintain pipeline reports.
Seniority
Senior, hands-on IC with supervisory responsibilities