Trust Relationship Manager

TSR Consulting is currently seeking a highly motivated Trusts Relationship Manager for an opportunity in New York, NY!

Job Title: Trust Relationship Manager

Location: New York, NY— Hybrid (in-office Tuesday through Thursday)

Duration: 12-month temporary assignment, with likely extension

Pay Rate: $42/hr (W2)

Interview Process: One-round panel interview

Position Overview

We are seeking an experienced Trust Relationship Manager to manage complex trust and estate accounts while delivering high-quality client service and ensuring regulatory compliance. The ideal candidate will have a strong background in trust administration, client relationship management, investment concepts, and operational risk controls.

Key Responsibilities

• Provide proactive client service by communicating with clients, attending meetings, and responding to inquiries in accordance with service standards.
• Administer complex trust and estate accounts in accordance with governing documents, client instructions, internal policies, and applicable regulations.
• Monitor and collect receivables and invest funds when applicable.
• Strengthen existing client relationships through cross-selling and referrals, supporting fee-based revenue growth and the development of profitable relationships.
• Ensure documentation for new and existing relationships is complete and compliant.
• Work with legal counsel and management to negotiate agreement provisions.
• Provide guidance and training to less experienced team members and participate in action groups and committees.
• Follow compliance and operational risk controls, implement audit requirements, and address regulatory issues promptly.
• Exercise delegated authority to approve discretionary payments and sign legal documents; escalate matters that exceed authorized limits.

Required Qualifications

• At least 10 years of progressive trust administration experience , or equivalent experience.
• Strong knowledge of regulations governing trust and estate administration.
• Excellent communication, analytical, customer service, and problem-solving skills.
• Proficiency with personal computers and relevant mainframe systems or software.
• Strong understanding of investment markets and concepts, with the ability to discuss investment performance with clients.
• Bachelor’s degree in Business or a related field, or equivalent experience.

Preferred Qualifications

• Master’s degree and/or Certified Trust and Fiduciary Advisor (CTFA) designation.
• Experience partnering with Private Banking and Trust & Fiduciary Services teams.

Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.

Benefits:

TSR Consulting offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About TSR:

TSR is a trusted staffing and workforce solutions partner with more than 50 years of experience delivery highly qualified talent to support clients' most critical business and technology initiatives. Through a disciplined approach to sourcing, candidate vetting, and delivery, TSR helps organizations scale teams quickly while maintaining quality and reliability.

TSR operates with a global delivery model, leveraging specialized teams to support enterprise clients across North America and beyond.

In June 2024, TSR was acquired by Justin Christian, founder and CEO of BCforward, a global provider of professional services and workforce solutions. xhqgsiq This partnership expands TSR's ability to deliver broader capabilities, global delivery resources, and enhanced opportunities for both clients and consultants.