Senior Relationship/Trust Advisor, WM

Senior Relationship/Trust Advisor role manages complex wealth management client relationships and delivers high-quality fiduciary and administrative services.

Requirements

• 12 - 15 years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.
• Due to the complexity of this portfolio, experience in working with ultra-high net worth (UHNW) clients is preferred.
• The ability to manage a complex portfolio of over a million and/or billion in account under management (AUM).
• Knowledge of fiduciary and financial products and services, usually acquired through related work experience.
• Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience.
• Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school.
• Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship.
• In addition, a JD, and/or a CFP, CPWA and other related professional designations are strongly desired for this role.

Benefits

• 401k Matching
• Retirement Plan
• Paid Time Off
• Parental and Caregiver Leave
• Life and Accident Insurance
• Voluntary and Well-being Benefits