Regional Market Leader and Senior Relationship Officer

Northwest Trustee & Management Services; Seattle (WA); Presencial; USD 180.000 - 260.000; Jornada completa

Descripción de la vacante

Northwest Trustee & Management Services, LLC is seeking a Regional Market Leader and Senior Relationship Officer in Seattle, WA. The role focuses on managing complex fiduciary relationships, business development, and high-touch client service for ultra-high-net-worth clients in the Western Washington region.

The Leader collaborates with executive leadership and other team members, travels as needed, and drives market presence while ensuring compliance and professional judgment.

Formación

• Bachelor's degree required; 15 years of relevant experience.
• Proficiency with Microsoft programs and ability to learn company software.

Responsabilidades

• Develop and expand Northwest Trustee's visibility and relationships in Seattle and Western Washington.
• Deliver high-touch fiduciary and advisory services to ultra-high-net-worth clients, with guidance from the team.
• Maintain professional relationships with beneficiaries and advisors, ensuring compliance with governing documents and policies.

Conocimientos

Microsoft programs proficiency

Learn company software

Educación

Bachelor’s degree and 15 years of relevant experience

Descripción del empleo

REPORTING TO: Chief Client Development Officer

TYPE: Full Time (Exempt)

LOCATION: Seattle, WA

RESPONSIBILITIES

The Regional Market Leader and Senior Relationship Officer (“Leader”) is a senior individual contributor role in Northwest Trustee’s greater Seattle market (where we currently serve a significant book of clients including ultra-high-net-worth clients). This position will administer complex fiduciary relationships, serve as a subject-matter expert to beneficiaries and professional advisors, and advance Northwest Trustee’s business development, market presence, and reputation in Seattle and Western Washington.

The Leader should enjoy working closely with people and demonstrate the ability to engage beneficiaries and professional advisors with respect and transparency, while exercising appropriate professional judgment and boundary-setting when required. The role requires a proactive, self-motivated professional who recognizes the importance of timely, accurate execution in both fiduciary administration and new business initiatives.

This role does not include formal people-management responsibilities such as hiring, performance management, discipline, or compensation decisions. Instead, the role operates through expertise, influence, collaboration, and mentorship, in close partnership with executive leadership, designated people leaders, and other team members in the market.

DUTIES

Business Development

• Focus on sustaining and expanding the firm’s visibility, relationships, and standing in the local marketplace
• Supplement the new business department by being available to meet with potential clients, support in finalizing proposals to clients, and assisting with closing potential opportunities
• Meet future clients who are considering naming us in their estate plan
• Represent Northwest Trustee in the professional communities in Western Washington, including attending lunches, events, speaking engagements, and conferences
• Create and maintain relationships with key centers of influence
• Utilize company software and tracking tools to record interactions and implement agreed upon marketing or sales plans
• Assist in developing and refining new business strategies for the Western Washington marketplace, including traveling with our new business staff to meet key centers of influence
• Attend coaching and sales training as needed
• Collaborate with onboarding staff to complete new account onboarding

Ultra-High-Net-Worth Client Service Delivery

• Have primary responsibility for delivering exceptional, high touch fiduciary and advisory services to ultra-high-net-worth clients in conjunction with other local team members
• Act as a subject matter resource to internal employees by providing guidance on sophisticated planning strategies, governing documents, and client specific considerations for current and prospective clients
• Review legal documents and related planning strategies prepared by internal or external parties in connection with serving individuals with taxable estates. Such review will be performed to ensure that:
  • Northwest Trustee’s fiduciary, legal, and operational risk has been appropriately identified, evaluated, and managed
  • Northwest Trustee’s role, responsibilities, and scope of authority are clearly defined
  • Northwest Trustee can fulfill, in practice, the commitments, representations, and service expectations communicated to clients and their advisors
• Participate in the development, refinement, and implementation of Family Office Services for ultra-high-net-worth clients who require customized and non-standard solutions
• Contribute ideas, insights, and best practices that enhance Northwest Trustee’s ability to market to, engage with, and serve ultra-high-net-worth clients

Relationship Management

• Serve as Relationship Manager on a select number of fiduciary accounts with the support of a Trust Officer and Trust Associate.
• Ensure adherence with governing documents, laws, and firm policies and procedures
• Maintain professional, thoughtful, and empathetic relationships with beneficiaries and their advisors
• Resolve non-routine fiduciary matters and coordinate with retained experts and third-party professionals
• Collaboration with the Chief Fiduciary Officer on complex fiduciary or risk matters
• Maintain compliance with Northwest Trustee’s fiduciary and risk management standards
• Delegate administrative or specialized work appropriately

Requirements

JOB QUALIFICATIONS

Required

• Bachelor’s degree and fifteen years (15) years of relevant experience
• Proficiency with Microsoft programs and ability to learn company specific software

Preferred

• CFP, CTFA, MBA, Juris Doctorate, and/or LLM in Tax

PERSONAL QUALIFICATIONS

Commitment to the core values of Northwest Trustee

• Professionalism
• Compassion
• Integrity
• Diligence

High degree of professionalism, discretion, and judgment

ABOUT NORTHWEST TRUSTEE

Northwest Trustee & Management Services, LLC, established in 1989, is a leading provider of fiduciary services in the Pacific Northwest.

OUR MISSION

We exist to enrich lives, honor family legacies, build enduring relationships, and minimize family conflicts. This is accomplished in a manner that:

• Adheres to the highest ethical standards
• Treats clients with respect and understanding
• Provides clear and timely advice and serviceHonors confidentiality