Trust Relationship Manager (Wealth Management)

Location: St. Petersburg Wealth - St. Petersburg, Florida, United States

What you will do

• Manage a portfolio of large, complex fiduciary relationships, ensuring compliance with legal documents, fiduciary principles, and applicable regulations.
• Interpret and administer trust and estate documents, including discretionary distributions, asset management, and tax-related decisions.
• Advise clients, beneficiaries, attorneys, CPAs, financial advisors, and other professional partners on sensitive fiduciary matters.
• Lead and mentor Trust Administrators and junior Relationship Managers, providing coaching and technical expertise.
• Collaborate with investment, operations, tax, and real estate teams to deliver holistic fiduciary support.
• Support business development, regulatory monitoring, risk assessments, committees, policy discussions, and service-improvement projects.

Requirements

• Bachelor’s degree required; business, law, finance, or a related field preferred.
• At least 6 years of experience in fiduciary relationship management, trust administration, or wealth management.
• Experience managing high-net-worth and complex client relationships.
• Advanced knowledge of trust and estate law, fiduciary regulations, and tax principles.
• Strong interpersonal, advisory, analytical, negotiation, and decision-making skills, with supervisory and mentoring capability.
• Ability to travel when required, work under stress, meet deadlines, and perform the physical and operational requirements of the role.

Nice to have

• CTFA or another fiduciary or financial planning credential.

Culture & Benefits

• Work includes collaboration with internal wealth management specialists and participation in committees and policy discussions.
• The role supports ongoing professional engagement with attorneys, CPAs, financial advisors, and other external partners.

Hiring process

• Applications require creating or accessing an applicant account.
• Application updates and correspondence are sent to the email address associated with the account.