Trust Manager

Overview

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals.

• Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates, including asset oversight, fund disbursement and receipt, discretionary decisions, documentation, fiduciary duties, and client-specific planning and interpretation.
• Prepare and review materials for, and participate in, Trust Administration and Trust Investment Committees to provide oversight and governance of trust activities.
• Maintain regular and proactive contact with grantors, beneficiaries, legal counsel, financial advisors, and other interested parties to discuss and advise on trust-related issues.
• Collaborate with a dynamic team to oversee and coordinate holistic services provided to clients, delegate and manage staff work, and coach and mentor staff through career development and performance management activities.
• Integrate knowledge of holistic financial planning including investment management, estate planning, insurance, income tax planning, cash flow planning, philanthropic planning, and retirement planning.
• Build and maintain strong relationships with clients by demonstrating empathy and understanding, effectively managing difficult family situations, and navigating family dynamics with sensitivity and professionalism.
• Engage in practice development, client expansion, and cross-serving to grow the practice by generating leads, meeting with future appointments, maintaining a network of internal and external referral sources, and achieving personal marketing plan and business development goals.
• Contribute to the internal management of the organization through participation in specified initiatives and projects.

• Bachelor's degree in Business (preferably in Finance, Accounting, or Economics) is required.
• 4-6 years of experience in Personal Trust Account Administration, financial planning, investments, and/or estate planning is required.
• At least one advanced degree or professional designation (JD and/or CTFA highly preferred; CFP or CPA preferred but not required).
• Detail-oriented leader with strong problem-solving, analytical, and communication (written and verbal) skills.
• Actively advancing technical skills in the Trust and broader financial services industry.
• This is an exempt position; you may occasionally work hours beyond a standard 40-hour work week.

We are committed to a diverse and inclusive workplace and to recognizing each persons inherent dignity. We emphasize face-to-face interactions while supporting flexible working arrangements with supervisors and teams. We are an Equal Opportunity Employer and maintain a drug-free workplace.

We offer a robust benefits package, including health, dental, vision, disability, and life insurance;
Flexible Time Off; holidays; a 401(k) plan; flexible benefits; travel and meal reimbursement for business use; and a pension plan for eligible staff. A discretionary bonus plan is available for eligible staff. Compensation ranges are location-based and reviewed during the hiring process.

Willingness to work in the United States without sponsorship is required, with some exceptions for bilingual candidates. Resumes from third-party recruiters may not be paid; only selected candidates will be contacted for interviews. Plante Moran is an Equal Opportunity Employer and is committed to a diverse workplace.