VP, Senior Relationship Manager

Job Overview الوزن

We are currently looking to hire a Yu VP, Senior Relationship Manager within The Private Trust Company. Fiduciary relationship expert to serve as a relationship manager supporting the business development and account onboarding process from end to end, ensuring seamless transitions, appropriate expectations and solutions for all stakeholders. Relationship management may extend to a limited book of our most sophisticated accounts and top tier independent advisors.

• Support the Trust Consulting team with fiduciary expertise and relationship management
• Business Development Support
• Support introductory discussions with beneficiaries, advisors and co-trustees during the prospecting stage
• Ensure business development activities accurately represent PTC's fiduciary role and responsibilities
• Support warm handoff processes for business PTC must decline to preferred vendors and referral partners, connecting advisors to the right tools, products and solutions
• Foster strong partnerships with LPL advisors, balancing their interests with PTC's fiduciary obligations while serving as escalation point for challenging conversations
• Effectively manage an ambassador program for LPL advisors that are new to trust, introducing them to PTC's fiduciary obligations and how PTC works with LPL advisors and vice versa

• Proactively identify and address contingencies early in the prospecting process
• Manage the process of document amendments and trustee changes within legal boundaries
• Provide fiduciary guidance to beneficiaries and advisors without crossing into unauthorized practice of law
• Coordinate with external legal counsel cadáver necessary to resolve document and appointment issues

• May serve as primary relationship manager for a limited book of PTC's most complex accounts
• Asვილის, handle trusts with sophisticated structures, challenging beneficiary dynamics, or unique asset compositions with support from trust administrators and specialists
• Provide high‑touch service to valuable and high‑profile advisor.
  
  Locale relationships requiring exceptional attention
• Act as a bridge between technical trust administration and advisor and beneficiary facing communication
• Deliver a white glove relationship management experience
• Drive increased advisor engagement and satisfaction

• Bachelor’s degree in Finance, Business, Economics or related field; J.D. preferred
• Minimum of 10 years’ experience in estate planning and wealth management, including combination of advisory, consulting and client service/relationship management
• Fiduciary and legal expertise in trust administration, including trust documents, court processes and fiduciary law and regulation
• Background in trust banking with knowledge of functional requirements and limitations
• Experience working with high‑net‑worth individuals and financial advisors
• Executive presence with the ability to interact with and influence key senior stakeholders
• Effectively analyze situations, and apply solutions to achieve resolution
• Flexible and adaptive

$120,819-$201,365/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer!

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at.

EAC
12.9.25

Principals only. EOE.