Senior Regional Fiduciary & UHNW Relationship Leader

Northwest Trustee & Management Services LLC; Seattle (WA); On-site; USD 180,000 - 260,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Microsoft programs proficiency

Learn company software

Education

Bachelor’s degree and 15 years of relevant experience

Job description

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.