Piper Companies
Join to apply for the
Personal Trust Relationship Manager
role at
Piper Companies Continue with Google Continue with Google 2 days ago Be among the first 25 applicants Join to apply for the
Personal Trust Relationship Manager
role at
Piper Companies Get AI-powered advice on this job and more exclusive features. 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 Referrals increase your chances of interviewing at Piper Companies by 2x Sign in to set job alerts for “Personal Relationship Manager” roles.
Boca Raton, FL $15.75 - $22.05 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Personal Trust Relationship Manager
role at
Piper Companies Continue with Google Continue with Google 2 days ago Be among the first 25 applicants Join to apply for the
Personal Trust Relationship Manager
role at
Piper Companies Get AI-powered advice on this job and more exclusive features. 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 Referrals increase your chances of interviewing at Piper Companies by 2x Sign in to set job alerts for “Personal Relationship Manager” roles.
Boca Raton, FL $15.75 - $22.05 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr