Trust Team Manager manages and oversees a team of Trust Officers assigned to the largest and most complex trust accounts. May manage the administration of other credit and wealth management related products and services. Being a Trust Team Manager typically requires a bachelor's degree. Typically reports to a head of a unit/department or Top Executive. The Trust Team Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Trust Team Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
The Relationship Manager role is an exciting opportunity at Coral Gables Trust to join a collaborative team of dedicated professionals servicing clients on our Trust Administrative team. The Relationship Manager is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.
The Relationship Manager works directly with clients and acts internally as a liaison between the Managing Directors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate, and Insurance Advisory.
Responsibilities
Client Service
Trust Administration
Qualifications
Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.
Job Type: Full-time
Pay: From $90,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Ability to Relocate:
Work Location: In person