Fiduciary Relationship Manager – Special Needs & Trust Administration

Fiduciary Relationship Manager – Special Needs & Trust Administration

Dallas, TX | Competitive Base (DOE) + Great Bonus

We’ve partnered with a specialized fiduciary organization seeking an experienced Fiduciary Relationship Manager to support high-touch client relationships involving Special Needs Trusts, estate administration matters, and complex fiduciary accounts.

This role is ideal for someone who enjoys combining technical trust administration expertise with meaningful relationship management. The individual will work closely with beneficiaries, caregivers, family members, attorneys, and advisors while overseeing sensitive and often complex trust matters.

The environment is collaborative, boutique-style, and relationship-driven, offering significantly more client interaction and ownership than many large institutional platforms.

Key Responsibilities

Manage ongoing administration for Special Needs Trusts and related fiduciary relationships

Serve as a primary point of contact for beneficiaries, families, caregivers, and professional advisors

Assist with trust distributions while maintaining awareness of SSI, Medicaid, and public benefit considerations

Coordinate with estate planning attorneys, CPAs, and investment professionals

Review and interpret trust documents to ensure accurate and compliant administration

Support estate settlement and probate-related processes when applicable

Partner with internal trust operations and administrative teams to deliver a high-quality client experience

Maintain detailed records, fiduciary documentation, and relationship communications

Help identify potential risks and proactively address client needs

Desired Background

7+ years of fiduciary, trust administration, or estate administration experience

Exposure to Special Needs Trusts, fiduciary account management, or estate settlement matters

Strong understanding of trust operations and fiduciary responsibilities

Familiarity with Medicaid, SSI, and public benefit considerations is highly preferred

Experience working directly with high-net-worth families and external advisors

Strong communication, empathy, and relationship management skills

Ability to manage multiple complex matters simultaneously in a client-focused environment

Preferred Qualifications

CTFA preferred

JD, CFP, or CPA considered a plus

Background from a trust company, wealth management firm, private bank, family office, or fiduciary organization strongly preferred

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com

#J-18808-Ljbffr