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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 based in Palm Beach, FL.

Responsibilities of the Relationship Manager:

• 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
  
  

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
  
  

Compensation for the Relationship Manager:

• Salary Range: based on experience, $120,000+
• Benefits: Competitive and comprehensive benefits package for this full-time, permanent role
  
  

This job opens for applications on 07/02/2025.

KEYWORDS: certified trust and fiduciary advisor, CTFA, ABA, American Bankers association, tax law, compliance, IRAs, retirement services, 401k, money purchase pension plan, profit sharing plan, finance, permanent job, full-time

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Business Consulting and Services

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