Overview
ProspectBlue is partnered with a forward-looking, nationally chartered financial institution to support the launch and growth of a newly formed
Trust Division . This expanding platform will deliver personal, corporate, and institutional fiduciary services, along with specialized offerings that intersect with a broader financial ecosystem (including escrow services, M&A holdbacks, 1031 exchanges, and digital-asset custody partnerships).
The
Trust Relationship Manager (RM)
will play a critical role in building, managing, and retaining a portfolio of trust and fiduciary client relationships. This individual will serve as the primary point of contact for clients, ensuring effective administration of trusts, estates, investment accounts, and other fiduciary relationships while delivering a high-touch, consultative client experience.
The RM will work closely with internal partners across trust administration, investments, compliance, operations, and business development, as well as with external advisors, to ensure clients’ objectives are met and fiduciary obligations are upheld.
Responsibilities Client Relationship Management
Serve as the lead relationship contact for assigned trust and fiduciary clients, providing proactive guidance and exceptional service
Promote fiduciary capabilities internally and externally, driving new client acquisition and relationship growth
Conduct regular client meetings to review trust objectives, investment performance, and administrative needs
Develop a deep understanding of clients’ financial goals, family dynamics, and long-term planning priorities
Respond promptly to client inquiries and coordinate solutions with internal specialists
Document all client interactions and relationship activity in the CRM system
Trust & Fiduciary Administration
Administer trust, estate, investment agency, IRA, and institutional custody accounts in accordance with governing documents, fiduciary standards, and regulatory requirements
Review daily account activity (e.g., overdrafts, uninvested cash, transactions) to ensure compliance with investment policy statements and fiduciary intent
Review and approve discretionary requests, distributions, and actions within delegated authority
Interpret trust documents, wills, legal agreements, and court orders accurately and consistently
Oversee tax reporting coordination, asset titling, cash management, and documentation requirements
Escalate client complaints and issues promptly to the appropriate compliance or fiduciary resources
Risk & Compliance Management
Ensure proper completion and documentation of pre-acceptance activities, including KYC, BSA, and AML requirements
Monitor accounts for compliance with internal policies, regulatory requirements, and fiduciary duties (Duty of Care, Prudence, Loyalty, etc.)
Identify and mitigate legal, operational, or compliance risks within assigned relationships
Maintain thorough and accurate documentation of decisions and account activity
Business Development & Growth
Identify opportunities to deepen client relationships and expand services through cross-selling trust, banking, investment, and planning solutions
Participate in prospecting efforts, referral generation, and community engagement initiatives
Build strong relationships with estate planning attorneys, CPAs, and financial advisors to support client needs and generate new business
Partner closely with portfolio managers, fiduciary officers, operations teams, and tax specialists to deliver a coordinated client experience
Participate in internal committees, training programs, and process improvement initiatives
Qualifications Education & Experience
Bachelor’s degree in finance, business, accounting, or a related field
Juris Doctor (JD) preferred but not required
Minimum of 3 years of experience in trust and estate administration, fiduciary services, wealth management, or institutional custody
Experience administering complex trust and fiduciary accounts strongly preferred
Demonstrated commitment to ongoing professional development
Professional Certifications (Preferred, Not Required)
CTFA (Certified Trust and Fiduciary Advisor)
CFP®, JD, or other relevant financial or legal credentials
Strong knowledge of trust law, estate planning concepts, fiduciary standards, and investment fundamentals
Exceptional interpersonal, communication, and relationship-building skills
High attention to detail, sound judgment, and strong organizational skills
Ability to handle sensitive client matters with discretion and professionalism
Deep understanding of fiduciary responsibility and potential conflicts of interest
Proficiency with trust administration systems, accounting platforms, and wealth management software
#J-18808-Ljbffr
Trust Division . This expanding platform will deliver personal, corporate, and institutional fiduciary services, along with specialized offerings that intersect with a broader financial ecosystem (including escrow services, M&A holdbacks, 1031 exchanges, and digital-asset custody partnerships).
The
Trust Relationship Manager (RM)
will play a critical role in building, managing, and retaining a portfolio of trust and fiduciary client relationships. This individual will serve as the primary point of contact for clients, ensuring effective administration of trusts, estates, investment accounts, and other fiduciary relationships while delivering a high-touch, consultative client experience.
The RM will work closely with internal partners across trust administration, investments, compliance, operations, and business development, as well as with external advisors, to ensure clients’ objectives are met and fiduciary obligations are upheld.
Responsibilities Client Relationship Management
Serve as the lead relationship contact for assigned trust and fiduciary clients, providing proactive guidance and exceptional service
Promote fiduciary capabilities internally and externally, driving new client acquisition and relationship growth
Conduct regular client meetings to review trust objectives, investment performance, and administrative needs
Develop a deep understanding of clients’ financial goals, family dynamics, and long-term planning priorities
Respond promptly to client inquiries and coordinate solutions with internal specialists
Document all client interactions and relationship activity in the CRM system
Trust & Fiduciary Administration
Administer trust, estate, investment agency, IRA, and institutional custody accounts in accordance with governing documents, fiduciary standards, and regulatory requirements
Review daily account activity (e.g., overdrafts, uninvested cash, transactions) to ensure compliance with investment policy statements and fiduciary intent
Review and approve discretionary requests, distributions, and actions within delegated authority
Interpret trust documents, wills, legal agreements, and court orders accurately and consistently
Oversee tax reporting coordination, asset titling, cash management, and documentation requirements
Escalate client complaints and issues promptly to the appropriate compliance or fiduciary resources
Risk & Compliance Management
Ensure proper completion and documentation of pre-acceptance activities, including KYC, BSA, and AML requirements
Monitor accounts for compliance with internal policies, regulatory requirements, and fiduciary duties (Duty of Care, Prudence, Loyalty, etc.)
Identify and mitigate legal, operational, or compliance risks within assigned relationships
Maintain thorough and accurate documentation of decisions and account activity
Business Development & Growth
Identify opportunities to deepen client relationships and expand services through cross-selling trust, banking, investment, and planning solutions
Participate in prospecting efforts, referral generation, and community engagement initiatives
Build strong relationships with estate planning attorneys, CPAs, and financial advisors to support client needs and generate new business
Partner closely with portfolio managers, fiduciary officers, operations teams, and tax specialists to deliver a coordinated client experience
Participate in internal committees, training programs, and process improvement initiatives
Qualifications Education & Experience
Bachelor’s degree in finance, business, accounting, or a related field
Juris Doctor (JD) preferred but not required
Minimum of 3 years of experience in trust and estate administration, fiduciary services, wealth management, or institutional custody
Experience administering complex trust and fiduciary accounts strongly preferred
Demonstrated commitment to ongoing professional development
Professional Certifications (Preferred, Not Required)
CTFA (Certified Trust and Fiduciary Advisor)
CFP®, JD, or other relevant financial or legal credentials
Strong knowledge of trust law, estate planning concepts, fiduciary standards, and investment fundamentals
Exceptional interpersonal, communication, and relationship-building skills
High attention to detail, sound judgment, and strong organizational skills
Ability to handle sensitive client matters with discretion and professionalism
Deep understanding of fiduciary responsibility and potential conflicts of interest
Proficiency with trust administration systems, accounting platforms, and wealth management software
#J-18808-Ljbffr