Personal Trust Relationship Manager
Job in
Wilmington, New Castle County, Delaware, 19894, USA
Listed on 2026-01-07
Listing for:
Piper Companies
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Piper Companiesis 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 hybrid Tuesday through Thursday and based in Wilmington, DE.
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 08/25/2025.
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
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