Hybrid Wealth Relationship Manager

The Washington Trust Company; Providence (RI); Hybrid; USD 90,000 - 115,000; Full time

Benefits offered by this job

Comprehensive benefits package

Hybrid work arrangement

Job summary

The Washington Trust Company Wealth Management division seeks an experienced Relationship Manager to deliver exceptional service to high-net-worth clients. You will be the primary client contact, coordinating complex administrative and fiduciary activities with accuracy and strong compliance.

Based in Providence, RI, this hybrid role involves collaborating with Portfolio Managers and other specialists to deliver integrated wealth solutions, conduct regular client reviews, and drive relationship

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• Minimum of 5 years in wealth management, trust administration, or financial services operations.
• Strong knowledge of trust and fiduciary administration, investment operations, and regulatory requirements.
• Experience working with high-net-worth or ultra-high-net-worth clients preferred.
• Professional designations such as CTFA or CFP are a plus.
• High attention to detail and strong analytical skills.
• Excellent organizational and time management abilities, with a proactive and client-focused mindset.
• Strong written and verbal communication skills.
• Proficiency with wealth management systems, CRM platforms, and Microsoft Office tools.

Responsibilities

• Client relationship management: Build and maintain strong, long-term relationships with clients, beneficiaries, family members, professional advisors, and centers of influence.
• Client reviews and planning coordination: Conduct regular review meetings to discuss relationship objectives, service expectations, investment coordination, and planning issues.
• Client knowledge and continuity: Understand each client's family dynamics, wealth structure, and long-term goals.
• Relationship growth: Identify opportunities to expand client relationships through Wealth Management and other Bank services.
• Compliance and risk management: Ensure adherence to policies, regulatory requirements, and risk controls.
• Complex issue resolution: Serve as a subject matter expert for complex administrative matters.
• Process improvement: Identify opportunities to improve processes and controls.
• Audit and regulatory support: Prepare documentation and respond to inquiries.
• Team guidance: Mentor junior team members on best practices.
• Recordkeeping: Maintain accurate client records and documentation.

Skills

Client relationship management

Regulatory awareness

Attention to detail

Written and verbal communication

Time management

Cross-team collaboration

Education

Bachelor's degree in Finance or related field

Tools

Wealth management systems

CRM platforms

Microsoft Office

Job description

The Washington Trust Company Wealth Management division seeks an experienced Relationship Manager to deliver exceptional service to high-net-worth clients. You will be the primary client contact, coordinating complex administrative and fiduciary activities with accuracy and strong compliance.

Based in Providence, RI, this hybrid role involves collaborating with Portfolio Managers and other specialists to deliver integrated wealth solutions, conduct regular client reviews, and drive relationship