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Senior Trust & Estate Manager — Flexible, High-Impact
Job in
Westbrook, Cumberland County, Maine, 04098, USA
Listed on 2026-08-20
Listing for:
The Swanson Group LLC
Part Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
The Swanson Group LLC, located in Westbrook, ME, seeks a Trust & Estate Manager to lead complex trust, estate, and high-net-worth client engagements. You will manage tax returns, plan wealth transfer strategies, and advise fiduciaries, executors, and families through sensitive financial transitions.
Join a collaborative firm that values client relationships, mentorship, and career growth. This role emphasizes ownership of client portfolios, guidance to staff, and staying current with evolving
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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