Willow Street seeks a Relationship Manager to be the primary client-facing team member, delivering excellent client service and overseeing all client deliverables and governance for fiduciary structures in Nevada and Wyoming.
The RM collaborates with advisors and Willow Street team members, coordinates onboarding, reviews, distributions, and reporting, and ensures confidentiality and discretion in all client activities. A Bachelor’s degree and 5+ years of relevant experience are required.
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Senior Fiduciary Relationship Manager
Willow Street · Reno, NV, USA ·
- Pay:
- < 1
- Job type:
- Full Time