Peak Trust Company · 1 day ago
Fiduciary Investment Relationship Manager
Las Vegas, NV
Full-time
Onsite
Senior Level
5+ years expPeak Trust Company is seeking a Fiduciary Investment Relationship Manager to join their investment management team. This role focuses on portfolio management and client relationship responsibilities, ensuring alignment with client objectives and regulatory requirements while delivering high-quality service.
Financial Services
Responsibilities
Partner with the Chief Investment Officer and investment department to ensure portfolios are aligned with client objectives and trust terms
Maintain compliance with investment policy statements, fiduciary standards, and regulatory requirements
Collaborate with fiduciary officers to set appropriate investment objectives and deliver seamless client service
Act as a primary or secondary relationship manager for designated client accounts
Conduct client meetings, portfolio reviews, and proactive outreach to support client satisfaction and retention
Interpret and present performance reports, providing clients with clear explanations of results and strategy
Construct, monitor, and rebalance client portfolios in accordance with fiduciary guidelines
Partner with administrative and investment departments to enhance the overall client service experience
Qualification
Required
Bachelor's degree in Finance, Economics, Business, or a related field preferred
5+ years of experience in investment management, trust services, or a related financial role
Strong knowledge of portfolio management, securities analysis, and fiduciary investing
Excellent communication skills, with the ability to explain complex investment concepts clearly
Proven track record of managing client relationships with professionalism and discretion
High commitment to fiduciary duty, compliance, and ethical standards
Preferred
CFA, CFP, or progress toward a professional certification strongly preferred
Benefits
Competitive benefits package
Continuous education and personal growth
Company
Peak Trust Company
Peak Trust Company is specialize in providing superior trust administration for trusts established pursuant
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Douglas Blattmachr
President & CEO
Abigail O'Connor
Chief Fiduciary Officer
Recent News
2025-02-06
2024-04-04
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