First Manhattan · 1 day ago
Trust Officer
New York, United States
Full-time
Hybrid
Mid, Senior Level
$125K/yr - $175K/yr
7+ years expFirst Manhattan is a long-only asset management firm with over $30bn in AUM invested predominantly in U.S. equities. They are seeking a Trust Officer to administer personal trusts, conduct needs assessments, and cultivate business relationships to expand clientele.
AdviceFinancial ServicesWealth Management
Responsibilities
Performs responsibilities related to administering personal trusts in which the Trust Company serves as trustee, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers
Conducts comprehensive needs assessments with trust beneficiaries to determine the appropriateness of a trust distribution
Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations
Meets with clients to ascertain their needs; also works with client’s families, beneficiaries, accountants, and/or attorneys
Proactively reaches out to high-value prospects and clients through PM Teams to market trust and investment management services
Cultivates business relationships with centers of influence to expand clientele
Manages documentation of all client outreach activities to establish a record for performance tracking, facilitating targeted analysis for future initiatives
Maintains contact with existing clients, beneficiaries, and referral sources to identify and pursue additional new client opportunities
Identifies and refers business to other areas within the firm as appropriate
Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities
Strictly adheres to compliance and operational risk controls in accordance with the Banking Department, FINRA and regulatory standards
Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts
Represents the Trust Company in community organizations and activities to enhance the Trust Company’s image
Provides quality service in meeting customer needs, inquiries and problems
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within the US as needed
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA)
Qualification
Required
Minimum of 7-10 years applicable Trust Officer experience
Bachelor's degree
CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD
3-5 years of experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience
Knowledge of financial planning and estate planning techniques
Demonstrated success working in team environment
Ability to meet time constraints without constant supervision
High degree of accuracy with attention to detail required
Strong oral, written, and interpersonal communication skills
Strong organization and time management skills
Ability to work independently and as part of a team
Preferred
Advanced degree JD or MBA preferred
Benefits
Discretionary year end bonus
Company
First Manhattan
First Manhattan is a $34B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Zac Wydra
CEO and Portfolio Manager
Recent News
2026-01-13
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2025-08-05
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2025-04-01
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