Personal Trust Relationship Manager at Piper Companies
Wilmington, Delaware, USA -
Full Time


Start Date

Immediate

Expiry Date

02 Nov, 25

Salary

120000.0

Posted On

03 Aug, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Finance, Trust Management, Investments

Industry

Financial Services

Description

Piper Companies is currently seeking a Personal Trust Relationship Manager with at least two years of experience as a trust officer or with mutual funds.This full-time, permanent role is hybrid Tuesday through Thursday and based in Wilmington, DE.

QUALIFICATIONS OF THE RELATIONSHIP MANAGER:

  • 5+ years of experience in trust administration—CTFA preferred
  • Comfortable performing client-facing functions
  • Knowledge of fiduciary law, investments, taxes, and related elements of trust management
  • Bachelor’s degree in finance or accounting
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
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