Relationship Manager

We are partnering with a highly respected financial institution seeking a

relationship-driven Trust professional

to join their growing team. This is a fantastic opportunity to work with high-net-worth clients, manage complex fiduciary relationships, and play a key role in delivering thoughtful estate and wealth planning solutions.

This role is open due to continued AUM growth, offering

high visibility, stability, and strong long-term upside .

Location: Columbia, Missouri and surrounding markets

What we’re looking for:

Bachelor’s degree in Finance, Business, Accounting, or related field

Highly preferred certifications: CFP, CTFA, or JD

5–10+ years of experience in trust administration, estate planning, or wealth management

Strong knowledge of fiduciary principles, trust/estate administration, and regulations

Detail-oriented with strong problem-solving and communication skills

Collaborative, client-focused approach with high professionalism

What you’ll do:

Administer trusts, estates, IRAs, and investment management accounts

Manage fiduciary and administrative responsibilities in line with legal and compliance standards

Serve as a trusted advisor to clients on estate planning, tax considerations, and wealth transfer strategies

We’re expediting the process and beginning interviews now.

Apply and follow up via text or call:

314-949-2007 . Schedule time: https://calendly.com/christie-recruiter007

If you’re looking for a place where your expertise is valued, your voice is heard, and you can build meaningful, long-term client relationships—this is it. Join a collaborative, forward-thinking team that’s passionate about making an impact.

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