Trust Relationship Manager

Overview

Prospect Blue is partnered with a forward-looking, nationally chartered financial institution to support the launch and growth of a newly formed Trust Division
. This expanding platform will deliver personal, corporate, and institutional fiduciary services, along with specialized offerings that intersect with a broader financial ecosystem (including escrow services, M&A holdbacks, 1031 exchanges, and digital-asset custody partnerships).

The Trust Relationship Manager (RM) will play a critical role in building, managing, and retaining a portfolio of trust and fiduciary client relationships. This individual will serve as the primary point of contact for clients, ensuring effective administration of trusts, estates, investment accounts, and other fiduciary relationships while delivering a high-touch, consultative client experience.

The RM will work closely with internal partners across trust administration, investments, compliance, operations, and business development, as well as with external advisors, to ensure clients’ objectives are met and fiduciary obligations are upheld.

Client Relationship Management

• Serve as the lead relationship contact for assigned trust and fiduciary clients, providing proactive guidance and exceptional service
• Promote fiduciary capabilities internally and externally, driving new client acquisition and relationship growth
• Conduct regular client meetings to review trust objectives, investment performance, and administrative needs
• Develop a deep understanding of clients’ financial goals, family dynamics, and long-term planning priorities
• Respond promptly to client inquiries and coordinate solutions with internal specialists
• Document all client interactions and relationship activity in the CRM system

Trust & Fiduciary Administration

• Administer trust, estate, investment agency, IRA, and institutional custody accounts in accordance with governing documents, fiduciary standards, and regulatory requirements
• Review daily account activity (e.g., overdrafts, uninvested cash, transactions) to ensure compliance with investment policy statements and fiduciary intent
• Review and approve discretionary requests, distributions, and actions within delegated authority
• Interpret trust documents, wills, legal agreements, and court orders accurately and consistently
• Oversee tax reporting coordination, asset titling, cash management, and documentation requirements
• Escalate client complaints and issues promptly to the appropriate compliance or fiduciary resources

Risk & Compliance Management

• Ensure proper completion and documentation of pre-acceptance activities, including KYC, BSA, and AML requirements
• Monitor accounts for compliance with internal policies, regulatory requirements, and fiduciary duties (Duty of Care, Prudence, Loyalty, etc.)
• Identify and mitigate legal, operational, or compliance risks within assigned relationships
• Maintain thorough and accurate documentation of decisions and account activity

Business Development & Growth

• Identify opportunities to deepen client relationships and expand services through cross-selling trust, banking, investment, and planning solutions
• Participate in prospecting efforts, referral generation, and community engagement initiatives
• Build strong relationships with estate planning attorneys, CPAs, and financial advisors to support client needs and generate new business
• Partner closely with portfolio managers, fiduciary officers, operations teams, and tax specialists to deliver a coordinated client experience
• Participate in internal committees, training programs, and process improvement initiatives

Education & Experience

• Bachelor’s degree in finance, business, accounting, or a related field
• Juris Doctor (JD) preferred but not required
• Minimum of 3 years of experience in trust and estate administration, fiduciary services, wealth management, or institutional custody
• Experience administering complex trust and fiduciary accounts strongly preferred
• Demonstrated commitment to ongoing professional development

Professional Certifications (Preferred, Not Required)

• CTFA (Certified Trust and Fiduciary Advisor)
• CFP®, JD, or other relevant financial or legal credentials
• Strong knowledge of trust law, estate planning concepts, fiduciary standards, and investment fundamentals
• Exceptional interpersonal, communication, and relationship-building skills
• High attention to detail, sound judgment, and strong organizational skills
• Ability to handle sensitive client matters with discretion and professionalism
• Deep understanding of fiduciary responsibility and potential conflicts of interest
• Proficiency with trust administration systems, accounting platforms, and wealth management software