Senior Relationship Advisor

Senior Relationship Advisor manages complex fiduciary and wealth management client relationships and delivers high-quality fiduciary services for sophisticated clients.

Requirements

• Extensive knowledge of fiduciary and financial products and services
• Demonstrated experience with fiduciary accounts, including technical knowledge of investments, tax, legal, and operational considerations
• Deep understanding of fiduciary standards, principles, and applicable laws and regulations
• Strong skills in leadership, problem solving, negotiation, delegation, sales, and organizational effectiveness

Benefits

• Flexible and collaborative work culture
• Encouraged movement within the organization
• Accessible senior leaders