Senior UHNW Trust Relationship Manager

Ivory Systems; Wilmington (DE); On-site; USD 70,000 - 110,000; Full time

Job summary

Ivory Systems in Delaware seeks an experienced Trust Administration professional to support UHNW trust and estate relationships, guiding Trust Relationship Managers and ensuring governance documents are applied accurately across jurisdictions.

You will maintain file hygiene, prepare client and group reporting, monitor due diligence, and identify opportunities for service enhancements, while delivering high-quality, compliant administration.

Qualifications

• Experience in trust/fiduciary administration in a regulated financial services environment.
• Working knowledge of trust and company structures and governing documentation.
• Strong understanding of due diligence, KYC/AML and risk controls.
• Ability to manage multiple deadlines and deliver accurate reporting.
• Strong communication skills and stakeholder coordination.
• Commercial awareness including pricing support.
• Ability to coach and support administrators in a collaborative team.

Responsibilities

• Client service and relationship support for UHNW/HNW clients.
• Provide operational support to Trust Relationship Managers on complex portfolios.
• Oversee trust and company administration to ensure accurate execution.
• Maintain file hygiene and documentation standards.
• Prepare client and group reporting, including valuations and financial statements.
• Ensure due diligence and compliance (KYC/AML) obligations are met.
• Support management with reporting and process improvements.
• Identify opportunities and support pricing for new/existing trust cases.
• Develop or support specialist offerings aligned to client needs.

Skills

Trust administration

Client servicing

KYC/AML

Reporting

Stakeholder coordination

Commercial awareness

Coaching administrators

Education

Bachelor degree

Job description

Ivory Systems in Delaware seeks an experienced Trust Administration professional to support UHNW trust and estate relationships, guiding Trust Relationship Managers and ensuring governance documents are applied accurately across jurisdictions.

You will maintain file hygiene, prepare client and group reporting, monitor due diligence, and identify opportunities for service enhancements, while delivering high-quality, compliant administration.