Trust Relationship Manager
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
Qualifications
- Minimum of 5 years of relevant wealth management, trust, financial planning, or relationship management 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
Benefits
- Competitive compensation package, including bonus potential up to 20%
- Relocation assistance is available and negotiable
Pay
- Not specified
Schedule
- Not specified
Skills
- Not specified
Company Information
The company serves clients across Missouri, Colorado, Kansas, Florida, and Oklahoma. The Trust Relationship Manager 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.
About the Role
This position offers a competitive compensation package, including bonus potential up to 20%. Relocation assistance is available and negotiable. 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. The company offers the stability of a long-established organization, a highly collaborative culture, and the opportunity to work with local clients. Employees participate in ten or more community events each year.