Trust Relationships Manager (Banking)

Location: hirify.global Center, New Orleans, Louisiana, United States

Company

hirify.global is a banking and financial services organization providing trust, fiduciary, and investment management services.

What you will do

• Manage and develop complex trust, fiduciary services, investment management, and other client relationships.
• Administer and invest trust accounts in compliance with governing documents, bank policies, and applicable laws.
• Represent the organization with clients, attorneys, CPAs, beneficiaries, trustees, co-executors, and other interested parties.
• Coordinate account management with investment, tax, real estate, operations, and other trust specialists.
• Resolve account issues, including special distribution requests and expenditures for care and maintenance.
• Develop new business, achieve sales goals, maintain sales pipelines, and oversee the assigned team.

Requirements

• Bachelor’s degree, preferably in business or a related field.
• At least 5 years of relationship management experience in banking or financial services.
• Knowledge of trust administration, fiduciary relationships, governing documents, and applicable banking regulations.
• Ability to analyze legal and governing documents and provide guidance on trust assets and distributions.
• Ability to travel when required, work under stress, and meet deadlines.
• Ability to supervise, coordinate, evaluate, and support assigned associates.

Culture & Benefits

• Full-time employment.
• Work is performed at the hirify.global Center in New Orleans.
• Role includes collaboration with trust department officers, business partners, attorneys, and professional advisors.

Hiring process

• Applications require creating or signing in to an applicant account.
• Application correspondence is sent to the email address associated with the account.