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IQ-EQ · 1 day ago

Client Relationship Director (Private Wealth)

Bedford, NH

Full-time

Hybrid

Mid, Senior Level

$95K/yr - $110K/yr

5+ years exp

IQEQ is a specialized trust company providing directed trustee services to high-net-worth individuals. The Senior Client Relationship Director will serve as the primary contact for clients and advisors, managing trust administration and driving business development through onboarding and industry engagement.

AccountingFinanceFinancial ServicesReal EstateWealth Management

Responsibilities

You'll serve as the primary contact for clients and their advisors, ensuring exceptional service and communication

You'll manage all aspects of trust administration, from coordinating advisor directions to overseeing tax and compliance filings

You'll drive business development by attending industry events and leading the onboarding of new trust accounts

You'll enhance processes by engaging in training programs to strengthen and refine directed trust practices

Qualification

Fiduciary responsibilitiesEstate planningClient relationship managementBachelor's degreeCPACFPCTFAManagement experienceCommunication skillsProblem-solving skills

Required

Bachelor's degree in business, law, finance or related field (CPA, CFP, or CTFA is a plus)

Minimum of 5 years of experience in a financial institution, law firm, accounting, or consulting firm

Exceptional understanding of fiduciary responsibilities and estate planning principles

Strong communication skills and the willingness to learn the broad range of trust administration and operational / compliance requirements of a directed trust company

Client relationship management experience, preferably in a fiduciary capacity

Excellent problem-solving skills and a desire to learn and collaborate with internal and external stakeholders