Relationship Manager - Trust (On-Site)

What We Do
Responsible for the general administration of trust accounts, investment management, or retirement accounts for high‑net‑worth individuals, families, or institutions. Accountable for retaining and growing their client base through client referral, sales support, and/or increasing share of client wallet.

The Relationship Manager is responsible for the general administration of trust accounts including estates, personal trusts, foundations, endowments, and guardianships and relationship management for investment management accounts and/or individual retirement accounts.

What You’ll Do

Business development and account management responsibilities

Represent the company in direct contact with customers, attorneys, beneficiaries, and other related parties

Development of external leads through solicitation of clients, attorneys, accountants, and other centers of influence including community leaders and organizations to sell investment management and fiduciary administration business

Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning)

Understanding of California probate code, including provisions specifically related to the management of trusts

Periodically review trust accounting software parameters and coding

Obtain, direct, and update account inventory values, account assets and account relationship information

Initiate or approve payments or receipts to/from client accounts in accordance with terms of account governing documents

Monitor account activity ensuring compliance with established company policies and procedures, rules, and regulations, including completion of annual Reg 9 reviews

Meet regularly with clients to stay apprised of their financial needs and goals

What You’ll Bring

Bachelor’s degree or equivalent combination of education and experience

MBA, CFP or CTFA preferred.

5-10 years of trust and/or investment management or relationship management experience with a strong background working specifically with HNW individuals and their advisors

Knowledge of fiduciary products and services (e.g., personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning)

Requires working knowledge in several of the following fields: financial planning tools and techniques; fiduciary duties and responsibilities; investment products and services; and an understanding of investment markets and portfolio management

Strong written and verbal communication skills for internal and external needs

Strong interpersonal skills

Self‑motivated; self‑starter

Strong client advisory and problem‑solving skills

Ability to manage multiple tasks and respond quickly to emergent problems

Experience working with high net‑worth clients

Proficient in Microsoft Word, Excel, and PowerPoint

What We Offer
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

First American is an equal opportunity employer in every sense of the term.

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