What are the responsibilities and job description for the Trust Relationship Manager position at NPAworldwide?
Job Description
Our client has an excellent opportunity for an experienced Trust Relationship Manager to join a stable, long-established wealth management organization. They offer wealth management, investment management, financial and retirement planning, trust services, legacy planning, estate administration, and institutional services. The company serves clients across Missouri, Colorado, Kansas, Florida, and Oklahoma.
The Trust Relationship Manager will be responsible for developing and managing client relationships while helping clients identify and work toward their financial goals. This individual will work closely with clients, attorneys, CPAs, portfolio managers, trust professionals, and other internal partners to deliver a high level of personalized service. Most clients are local.
This position offers a competitive compensation package, including bonus potential up to 20%. Relocation assistance is available and negotiable.
Key Responsibilities
Build, develop, and maintain strong client relationships
Work with clients to understand their financial goals, needs, and objectives
Serve as a trusted relationship manager and primary point of contact for clients
Collaborate with attorneys, CPAs, and other professional advisors
Partner with internal trust, investment, planning, and banking professionals
Support clients with wealth management, trust, planning, and estate-related needs
Provide exceptional service with a focus on long-term client retention
Represent the company professionally in the local market
Participate in community and professional activities
This position does not have direct supervisory responsibilities.
Qualifications
Minimum of 5 years of relevant wealth management, trust, financial planning, or relationship management experience
10 Or More Years Of Experience Preferred
Bachelors degree required
Advanced degree a plus
CFP designation preferred
Strong relationship management and client service skills
Ability to work effectively with attorneys, CPAs, clients, and internal team members
Strong communication, organizational, and problem-solving skills
Interest in being active in the local community
Willingness to work in the office.
Why Is This a Great Opportunity
This is an outstanding opportunity for someone who enjoys building relationships, serving clients, and helping individuals and families navigate their broader financial goals. The role is more than pure trust administration. It involves meaningful client interaction, relationship development, and collaboration with attorneys, CPAs, and internal wealth management professionals.
Our client offers the stability of a long-established organization, a highly collaborative culture, and the opportunity to work with local clients. The company encourages community involvement, with employees participating in ten or more community events each year.
This is an in-office position, but the company offers flexibility with time. Relocation assistance is available and negotiable for the right candidate.
If you are seeking a stable, client-focused opportunity to build meaningful relationships and help clients achieve their financial goals, we would welcome the chance to speak with you. All inquiries are confidential.
Our client has an excellent opportunity for an experienced Trust Relationship Manager to join a stable, long-established wealth management organization. They offer wealth management, investment management, financial and retirement planning, trust services, legacy planning, estate administration, and institutional services. The company serves clients across Missouri, Colorado, Kansas, Florida, and Oklahoma.
The Trust Relationship Manager will be responsible for developing and managing client relationships while helping clients identify and work toward their financial goals. This individual will work closely with clients, attorneys, CPAs, portfolio managers, trust professionals, and other internal partners to deliver a high level of personalized service. Most clients are local.
This position offers a competitive compensation package, including bonus potential up to 20%. Relocation assistance is available and negotiable.
Key Responsibilities
Build, develop, and maintain strong client relationships
Work with clients to understand their financial goals, needs, and objectives
Serve as a trusted relationship manager and primary point of contact for clients
Collaborate with attorneys, CPAs, and other professional advisors
Partner with internal trust, investment, planning, and banking professionals
Support clients with wealth management, trust, planning, and estate-related needs
Provide exceptional service with a focus on long-term client retention
Represent the company professionally in the local market
Participate in community and professional activities
This position does not have direct supervisory responsibilities.
Qualifications
Minimum of 5 years of relevant wealth management, trust, financial planning, or relationship management experience
10 Or More Years Of Experience Preferred
Bachelors degree required
Advanced degree a plus
CFP designation preferred
Strong relationship management and client service skills
Ability to work effectively with attorneys, CPAs, clients, and internal team members
Strong communication, organizational, and problem-solving skills
Interest in being active in the local community
Willingness to work in the office.
Why Is This a Great Opportunity
This is an outstanding opportunity for someone who enjoys building relationships, serving clients, and helping individuals and families navigate their broader financial goals. The role is more than pure trust administration. It involves meaningful client interaction, relationship development, and collaboration with attorneys, CPAs, and internal wealth management professionals.
Our client offers the stability of a long-established organization, a highly collaborative culture, and the opportunity to work with local clients. The company encourages community involvement, with employees participating in ten or more community events each year.
This is an in-office position, but the company offers flexibility with time. Relocation assistance is available and negotiable for the right candidate.
If you are seeking a stable, client-focused opportunity to build meaningful relationships and help clients achieve their financial goals, we would welcome the chance to speak with you. All inquiries are confidential.