Trust Manager

Plante Moran; Grand Rapids (MI); Hybrid; USD 116,000 - 150,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) plan

Flexible Time Off

Pension plan

Discretionary bonus

Job summary

Plante Moran is seeking a Personal Trust Administrator to manage irrevocable and charitable trusts, agency accounts, ILITs, and estates. You will participate in Trust Admin and Investment Committee oversight and maintain ongoing client relationships with grantors, beneficiaries, and advisors.

The role requires 4–6 years in trust or financial planning, a Bachelor’s in Business, and preferred JD/CTFA or CFP/CPA credentials.

Qualifications

• Bachelor's degree in Business (Finance, Accounting, or Economics) required.
• 4–6 years of experience in Personal Trust Account Administration, financial planning, investments or estate planning required.
• JD and/or CTFA preferred; CFP or CPA also preferred but not required.

Responsibilities

• Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates with oversight and fiduciary duties.
• Prepare and review materials for Trust Administration and Trust Investment Committees for governance.
• Maintain regular contact with grantors, beneficiaries, and advisors to discuss trust issues.
• Lead and mentor staff; coordinate holistic services and staff development.
• Integrate investment, estate, tax, and financial planning knowledge for clients.
• Build client relationships with empathy, managing family dynamics sensitively.
• Support practice development and client expansion through referrals and meetings.
• Contribute to internal initiatives and project work.

Skills

Attention to detail

Problem solving

Effective communication

Financial services knowledge

Education

Bachelor's degree in Business (Finance/Accounting/Economics)

JD/CTFA or CFP/CPA preferred

Job description

Count on us.

Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role.

Your work will include, but not be limited to:

• Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates; including asset oversight, fund disbursement and receipt, discretionary decisions, documentation, fiduciary duties, and client-specific planning and interpretation.
• Prepare and review materials for, and participate in, Trust Administration and Trust Investment Committees to provide oversight and governance of trust activities.
• Maintain regular and proactive contact with grantors, beneficiaries, legal counsel, financial advisors, and other interested parties to discuss and advise on trust-related issues.
• Collaborate with a dynamic team to oversee and coordinate holistic services provided to clients, delegate and manage staff work, and coach and mentor staff through career development and performance management activities.
• Integrate knowledge of holistic financial planning including investment management, estate planning, insurance, income tax planning, cash flow planning, philanthropic planning, retirement planning.
• Build and maintain strong relationships with clients by demonstrating empathy and understanding, effectively managing difficult family situations, and navigating family dynamics with sensitivity and professionalism.
• Engage in practice development, client expansion, and cross-serving to grow the practice by generating leads, meeting with future appointments, maintaining a network of internal and external referral sources, and achieving personal marketing plan and business development goals.
• Contribute to the internal management of the organization through participation in specified initiatives and projects.

The qualifications.

• Bachelor's degree in Business (preferably in Finance, Accounting, or Economics) is required.
• 4-6 years of experience in Personal Trust Account Administration, financial planning, investments, and/or estate planning is required.
• Possess at least one advanced degree or professional designation(JD and/or Certified Trust and Financial Advisor (CTFA) designation is highly preferred; Certified Financial Planner (CFP®) or Certified Public Accounting (CPA) is preferred but not required).
• Detail-oriented leader with strong problem-solving, analytical, and communication (written and verbal) skills.
• Actively advancing technical skills in the Trust industry and the financial services industry in general.

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL, OH, and MA is: $115,500 - $150,000

#LI-CB1

This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.