Senior Trust Relationship Manager - Hybrid NYC

TSR Consulting; New York (NY); Hybrid; USD 102,295,000 - 138,812,000; Full time

Benefits offered by this job

Major medical

HSA

Dental

Vision

Group life insurance

Voluntary life insurance

Short-term disability

Long-term disability

401k

Job summary

TSR Consulting seeks a Trust Relationship Manager in New York, NY, offering a hybrid setup (in-office Tue–Thu) for a 12-month temporary assignment. You will manage complex trust and estate accounts, ensuring regulatory compliance and delivering high-quality client service.

The ideal candidate has 10+ years in trust administration, solid investment knowledge, and strong communication skills. A Bachelor's in Business or related field is required; CTFA is preferred.

Qualifications

• Minimum 10 years of progressive trust administration experience.
• Strong knowledge of regulations governing trust and estate administration.
• Excellent communication, analytical, and client service skills.
• Proficiency with computers and relevant mainframe systems or software.
• Strong understanding of investment markets and ability to discuss performance with clients.
• Bachelor’s degree in Business or related field, or equivalent experience.

Responsibilities

• Provide proactive client service by communicating with clients, attending meetings, and responding to inquiries.
• Administer complex trusts and estates per governing documents, client instructions, and regulations.
• Monitor receivables and invest funds when applicable.
• Strengthen client relationships through cross-selling and referrals to support fee-based revenue.
• Ensure documentation for new and existing relationships is complete and compliant.
• Collaborate with legal counsel and management to negotiate agreement provisions.
• Provide guidance and training to senior and junior team members.
• Follow compliance and risk controls, address regulatory issues promptly.
• Authorize discretionary payments within delegated limits and escalate when needed.

Skills

Trust administration

Regulatory compliance

Client relationship management

Investment concepts

Operational risk controls

Communication

Education

Bachelor's degree in Business or related field

CTFA designation

Tools

Mainframe systems/software

Job description

TSR Consulting seeks a Trust Relationship Manager in New York, NY, offering a hybrid setup (in-office Tue–Thu) for a 12-month temporary assignment. You will manage complex trust and estate accounts, ensuring regulatory compliance and delivering high-quality client service.

The ideal candidate has 10+ years in trust administration, solid investment knowledge, and strong communication skills. A Bachelor's in Business or related field is required; CTFA is preferred.