Relationship Manager

Willow Street collaborates with families and their advisors to provide guidance and administration for Nevada and Wyoming fiduciary structures. Founded in 2005, we offer professional trustee services to clients seeking a responsive, relationship-focused fiduciary through our publicly chartered trust companies. We also partner with families who establish their own private family trust companies, specializing in advisory, governance, and operational support for these structures.

The Relationship Manager (RM) is the primary client-facing member of Willow Street’s Client Services team. Whether named as a fiduciary on a client relationship or not, the RM behaves as if they are, with the utmost discretion, confidentiality and respect for client’s privacy. Providing excellent and responsive client service as well as oversight of all client deliverables, governance and coordination are essential to excelling in this role. The RM understands the importance of the client experience and views communications and deliverables through the eyes of all members of the client ecosystem.

Role Description
Relationship Management

Maintaining an overall understanding of client goals, dynamics, and relationships with advisors.

Providing thought partnership to clients, advisors and team members

Coordinating and/or processing all workflows (i.e., onboarding, annual reviews, distributions, A/P, A/R) and deliverables, family entity PowerPoints, financial statements, and other reporting as needed

Managing communication and coordination of services between intermediaries and the Willow Street team

Coordinating internally with Legal, Compliance, Operations and Accounting on client specific responsibilities

Being properly informed about client activities and communicating proactively with clients, advisors, and team members

Oversight

Staying abreast of tax, regulatory, and other matters that concern our clients and our firm through professional development, reading, conferences, etc.

Participating in the preparation of and review of financial statements and tax returns for completeness prior to submission

Participating in the budgeting process for client entities

Reviewing all work products prior to distribution

Governance

Reviewing all organizational documents (i.e., trust agreements and operating agreements/bylaws) and following procedures outlined within them

Ensuring that governance controls are followed

Organizing, preparing, and leading client meetings

Drafting and archiving Minutes and Resolutions

Maintaining records for all entities

Serving as Officer, Manager or Committee member as applicable and appropriate

Staying current on leading practices for private trust company governance

Qualifications & Experience

Bachelor’s Degree

Minimum 5 years’ experience in an accounting, finance or management capacity of a professional office

Advanced proficiency in Microsoft Office Suite, Salesforce, among others

Demonstrated Skills

Committed to providing superior and responsive client service

Uses the utmost discretion, confidentiality and respect in all situations

Strong interpersonal and writing skills, collaborative work style

Meticulous attention to detail; organized

Confident in setting and delivering on expectations internally and externally

Proven ability to manage multiple tasks, balance competing priorities, and meet deadlines

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