Senior Trust Relationship Manager

Priori; New York (NY); Hybrid; USD 150,000 - 190,000; Full time

Job summary

Priori is seeking an experienced trust professional for a 12–24 month engagement to oversee a portfolio of complex trust and estate relationships. You will ensure alignment with governing documents, internal policies, and regulatory requirements while driving end-to-end fiduciary operations.

The role requires 10+ years in fiduciary trust, CTFA certification or related advanced degree, and the ability to coordinate with internal teams and external counsel to support onboarding, maintenance and

Qualifications

• Required: CTFA Certification, Masters Degree (JD acceptable) or trust school levels ABA/Cannon.
• Candidates should have 10-15 years of fiduciary trust experience with relevant training.
• Employer of Record (W-2) engagement for the duration.

Responsibilities

• Overseeing a portfolio of complex trust and estate relationships in line with governing documents and regulations.
• Reviewing trust agreements, structures, and account activity for accuracy and compliance.
• Leading day-to-day fiduciary operations, including client communications and discretionary decision support.
• Coordinating with internal stakeholders and external counsel on onboarding, maintenance, and account closures.
• Supporting regulatory reviews and oversight processes, including documentation and reporting.

Skills

Trust administration

Regulatory compliance

Wealth management

Education

CTFA Certification

Master's Degree in related field (JD acceptable)

ABA/Cannon trust school levels

Job description

At Priori, we’re reimagining legal work for today’s market, connecting top legal talent with leading in-house teams through our flexible, vetted network.

The Priori Talent Marketplace, which includes both Flexible Talent and Law Firms, helps legal departments find the right legal professionals at the right price for any need. Our network of 8,000+ attorneys supports short-term engagements, leave coverage, overflow work, and specialized projects, as well as traditional law firm support such as local counsel in all 50 states, 70+ countries, and niche areas of expertise.

Attorneys on our platform work on high-impact projects with Fortune 500 companies, high-growth startups, and global organizations, and retain control over when, how, and where they work.

About the Opportunity

A Global Bank and Financial Services Group is looking for a trust professional with 10+ years' experience having experience with Trust Administration; Regulatory Compliance; and Wealth Management for a 12 - 24 month engagement.

The work will involve overseeing a portfolio of complex trust and estate relationships, ensuring alignment with governing documents, internal policies, and regulatory requirements. The selected candidates will be responsible for driving end to end fiduciary operations across account administration, stakeholder coordination, and oversight activities.

Key Responsibilities Include:

• Managing and administering complex trust and estate accounts in accordance with governing documents and regulations
• Reviewing and interpreting trust agreements, structures, and account activity to ensure accuracy and compliance
• Leading day to day fiduciary operations, including client communications and discretionary decision support
• Coordinating with internal stakeholders and external counsel on onboarding, maintenance, and account closures
• Supporting regulatory reviews and oversight processes, including documentation, reporting, and committee participation
• Location: Hybrid (Manhattan)
• Schedule: Full-time

Required:

• Candidates will be employed through an Employer of Record (W-2) for the duration of the engagement.
• Required Qualifications Include: CTFA Certification, Masters Degree in related field (JD acceptable), completion of all trust school levels of ABA/Cannon, or 10-15 years of fiduciary trust experience that has provided training equivalent to formal training.

Why Join the Priori Network

Gain access to:

• High-quality engagements with top in-house legal teams
• Flexible work opportunities that align with your schedule and goals
• A streamlined platform experience with no endless proposals or bidding wars
• A dedicated team that advocates for your success, from matching to payment

At Priori, we believe great lawyers deserve a third path. One that combines sophisticated work, autonomy, and support. If this sounds like the kind of opportunity you’re looking for, we’d love to hear from you.

Priori is an equal opportunity organization. We celebrate diversity and are committed to creating an inclusive environment for all network professionals.