Piper Companies ยท 1 day ago
Personal Trust Relationship Manager
Wilmington, DE
Full-time
Hybrid
Senior Level
5+ years expPiper Companies is currently seeking a Personal Trust Relationship Manager with at least four years of experience as a trust officer or with mutual funds. The role involves providing high-quality service to clients, overseeing trust administration, and ensuring compliance with fiduciary law.
Management Consulting
Responsibilities
Provide white-glove service and solutions to a wide range of clients
Perform review of all new business, ensuring soundness
Apply knowledge of fiduciary law on case by case basis
Oversee all aspects of trust administration, including new account establishment, annual review, and relationship maintenance
Qualification
Required
at least four years of experience as a trust officer or with mutual funds
5+ years of experience in trust administration
Comfortable performing client-facing functions
Knowledge of fiduciary law, investments, taxes, and related elements of trust management
Bachelor's degree in finance or accounting
Preferred
CTFA preferred
Benefits
Competitive and comprehensive benefits package for this full-time, permanent role
Company
Piper Companies
At Piper, we obsess about the success of our customers and consultants.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Justin Jordan
Founder and Chairman
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