Trust Relationship Manager - Family Office
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What you'll do
- Manage and develop a book of large, complex fiduciary relationships, ensuring compliance with legal documents, fiduciary principles, and applicable laws and regulations.
- Interpret and administer trust and estate documents, executing sound fiduciary judgment for discretionary distributions, asset management, and tax-related decisions.
- Serve as a trusted advisor to clients, beneficiaries, and professional partners, handling sensitive issues and building lasting relationships.
- Act as a key point of contact with attorneys, CPAs, financial advisors, and other professionals; represent the bank in trust-related external engagements.
- Lead and mentor Trust Administrators and more junior Relationship Managers, overseeing account administration and providing coaching and technical expertise.
- Collaborate with internal teams including investment officers, trust operations, tax and real estate services to deliver holistic fiduciary support.
- Monitor industry trends and legal changes to advise peers, ensure compliance, and evolve practices as needed.
- Participate in strategic business development activities, including referrals, client expansion, and networking with centers of influence.
- Maintain detailed documentation and risk assessments in accordance with fiduciary and regulatory expectations.
- Support and contribute to internal committees, policy discussions, or special projects to improve service delivery and manage risk.
What they're looking for
- Bachelor’s degree required; preferred in business, law, finance, or related field. An equivalent combination of education and experience may be considered.
- Minimum 6 years in fiduciary relationship management, trust administration, or wealth management with demonstrated experience handling high-net-worth and complex client relationships.
- Advanced understanding of trust and estate law, fiduciary regulations, and tax principles
- Strong interpersonal and advisory skills
- Supervisory and mentoring capability
- High-level analytical, negotiation, and decision-making judgment
Nice to have
- CTFA or other fiduciary or financial planning credentials highly preferred.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
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JOB FUNCTION / SUMMARY:
The Trust Relationship Manager 3 manages a portfolio of high-value and complex fiduciary client relationships, serving as a senior advisor for trusts, estates, guardianships, and agency accounts. This role provides advanced fiduciary oversight, directs trust administration in collaboration with internal experts, and mentors junior staff. The incumbent is instrumental in maintaining regulatory compliance, preserving client relationships, and driving new business opportunities aligned with Wealth Management’s strategic goals.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Manage and develop a book of large, complex fiduciary relationships, ensuring compliance with legal documents, fiduciary principles, and applicable laws and regulations.
- Interpret and administer trust and estate documents, executing sound fiduciary judgment for discretionary distributions, asset management, and tax-related decisions.
- Serve as a trusted advisor to clients, beneficiaries, and professional partners, handling sensitive issues and building lasting relationships.
- Act as a key point of contact with attorneys, CPAs, financial advisors, and other professionals; represent the bank in trust-related external engagements.
- Lead and mentor Trust Administrators and more junior Relationship Managers, overseeing account administration and providing coaching and technical expertise.
- Collaborate with internal teams including investment officers, trust operations, tax and real estate services to deliver holistic fiduciary support.
- Monitor industry trends and legal changes to advise peers, ensure compliance, and evolve practices as needed.
- Participate in strategic business development activities, including referrals, client expansion, and networking with centers of influence.
- Maintain detailed documentation and risk assessments in accordance with fiduciary and regulatory expectations.
- Support and contribute to internal committees, policy discussions, or special projects to improve service delivery and manage risk.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- Bachelor’s degree required; preferred in business, law, finance, or related field. An equivalent combination of education and experience may be considered.
- CTFA or other fiduciary or financial planning credentials highly preferred.
- Minimum 6 years in fiduciary relationship management, trust administration, or wealth management with demonstrated experience handling high-net-worth and complex client relationships.
- Advanced understanding of trust and estate law, fiduciary regulations, and tax principles
- Strong interpersonal and advisory skills
- Supervisory and mentoring capability
- High-level analytical, negotiation, and decision-making judgment
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to travel if required to perform the essential job functions
- Ability to work under stress and meet deadlines
- Ability to operate related equipment to perform the essential job functions
- Ability to read and interpret a document if required to perform the essential job functions
- Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
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