Relationship Manager Trustee Services

The Relationship Manager – Trust Funds is responsible for managing and growing a portfolio of trust and fiduciary relationships by providing exceptional client service, administering trusts and fiduciary structures, and delivering tailored solutions that meet clients' wealth preservation, succession planning, and governance objectives. The role involves maintaining strong client relationships, ensuring compliance with fiduciary obligations, and identifying opportunities for new business and cross-selling of trustee and related financial services.