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Peak Trust Company · 22 hours ago

Fiduciary Investment Relationship Manager

Anchorage, AK

Full-time

Onsite

Senior Level

5+ years exp

Peak Trust Company is an independent trust company committed to the well-being of its team members. They are seeking a Fiduciary Investment Relationship Manager to manage client relationships while ensuring investment decisions align with client objectives and regulatory requirements.

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

CFAPortfolio managementClient relationship managementFiduciary investingSecurities analysisProfessionalismEthical standardsCommunication skills

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

Founded in 1997

Anchorage, Alaska, USA

11-50 employees

https://www.peaktrust.com/

Funding

Current Stage

Early Stage

Leadership Team

Douglas Blattmachr

President & CEO

Abigail O'Connor

Chief Fiduciary Officer

Recent News

PR Newswire

Peak Trust Company Deepens Commitment to University of Alaska's Ted Stevens Legislative Internship Program with Third Consecutive Donation

2025-03-03

PR Newswire

Peak Trust Management Certificate Program to Welcome Inaugural Class

2025-02-06

PRNewswire

Peak Trust Company names Abigail O'Connor as Chief Fiduciary Officer

2024-04-04

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