Top 59912 Trust relationship manager Jobs

Manager of Trusts & Estates
RDV Corporation —Grand Rapids, MI
- Office
- Finance
- Analysis skills
- Paid holidays
- Health insurance
Facility Medical Director - AHCC
State of Washington Dept. of Corrections —Airway Heights, WA
- $130,319 - $338,142 a year
- 8 hour shift
- Background check
- Medicine
- Management
- Paid holidays
- Health insurance
Quality and Supply Chain Manager
Yokogawa Fluid Imaging Technologies, Inc. —Scarborough, ME
- From $100,000 a year
- Full-time
- Oracle
- Engineering
- Office
- Health savings account
- Health insurance
Quick Apply
Performance Manager
The Fedcap Group —Ellsworth, ME
- From $60,000 a year
- Full-time
- Mid-level
- 3 years
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
Parent Liaison, Chief Joseph Middle School (Bozeman School District)
Thrive —Bozeman, MT
- $40,215 a year
- Weekends as needed
- School experience
- Spanish
- Mid-level
- Wellness program
- Paid holidays
Quick Apply
12d
Executive Director
Sitka Sound Science Center —Sitka, AK
- $117,000 - $165,000 a year
- Full-time
- Background check
- Driver's License
- Presentation skills
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor - Madison
UW Credit Union —Madison, WI
- From $75,000 a year
- Full-time
- Writing skills
- Mid-level
- Microsoft Office
- Paid parental leave
- Paid holidays
401(k) Specialist
Midas Wealth —New York, NY
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Program Director Complex & Legacy Giving | Vancouver, Washington
PeaceHealth —Vancouver, WA
- $122,096 - $183,123 a year
- Full-time
- 7 years
- Office
- Master's degree
- Health savings account
- Health insurance
Quick Apply
HVAC Service Manager
NISAIR AIR CONDITIONING —Fort Pierce, FL
- 8 hour shift
- Background check
- Microsoft Excel
- 5 years
- Paid holidays
- Health insurance
Quick Apply
Operations Manager (US Citizenship/FT in-office Required)
IvoryCloud —Carlsbad, NM
- $95,000 - $110,000 a year
- Full-time
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
13d
Director - Trust & Estate
PKF O'Connor Davies —Cranford, NJ
- $100,000 - $150,000 a year
- Hybrid work
- CPA
- Research
- Office
- Profit sharing
- Health savings account
Quick Apply
Sr Project leader - Engineering Systems
Rehlko —Sheboygan, WI
- $88,000 - $111,150 a year
- Full-time
- Hybrid work
- Research
- Residential
- Bachelor's degree
- Health insurance
- Dental insurance
7d
Performance Manager
The Fedcap Group —Farmington, ME
- From $60,000 a year
- Full-time
- Mid-level
- 3 years
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
Finance and Insurance Manager
Keller Bros Motor Company —Lebanon, PA
- $80,000 - $140,000 a year
- Full-time
- Clean driving record
- Dealership
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
CPA Firm Senior Tax Accountant
Farwick, Curran & Horgan, CPAS —Dublin, OH
- $70,000 - $90,000 a year
- Full-time
- CPA
- 5 years
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
Floating Senior Community Manager - Affordable LIHTC/HUD/PSH
Quality Management Group Inc —Ontario, CA
- $33 - $35 an hour
- Full-time
- Computer literacy
- Mid-level
- Driver's License
Quick Apply
Greenhouse and Horticulture Manager
CMJ Properties —Lexington, KY
- $55,000 - $65,000 a year
- Weekends as needed
- Mid-level
- Residential
- 3 years
- Health insurance
- Dental insurance
Quick Apply
7d
Entry Level Sales Representative
Scotlynn —Tampa, FL
- $48,000 - $53,000 a year
- Email
- Office
- Business development experience
- US work authorization
Quick Apply
Grants Manager
Virginia Beach Community Development Corporation —Virginia Beach, VA
- $60,000 - $70,000 a year
- Weekends as needed
- Management
- 5 years
- Office
- 403(b) matching
- Paid holidays
Quick Apply
5d

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Manager of Trusts & Estates

RDV Corporation -
Grand Rapids, MI

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Job Details

Benefits

Paid holidays
Health insurance
Paid time off
401(k) matching

Qualifications

Confidential information handling
Legal analysis
Tax law
Mentoring
Gifting strategies

Full Job Description

The Opportunity
The Manager of Trusts and Estates will serve as a key advisor within a dynamic, high-performing team supporting a sophisticated family office. This role will work with the Director of Trusts and Estates on the design, implementation, and ongoing maintenance of comprehensive estate plans and wealth‑transfer strategies. This role focuses on the day-to-day administration of trust structures and private trust company operations, while fostering strong multidisciplinary partnerships across tax, finance, legal, and investment teams. The ideal candidate brings deep technical expertise, exceptional judgment, and the ability to support values‑aligned strategies for a multi‑generational family.

Our Unique Benefits
At RDV, we are intentional about enriching our culture and employee experiences through a unique blend of benefit offerings that include:

Robust health insurance options with competitive employer contributions.
401k retirement plan with a generous employer match of up to 7.5%.
Grab and Go Deli/Market with employer-provided account credit of $650/year.
Paid Time Off (PTO) starting at 22 days per year in addition to paid holidays.
Fun culinary experiences and connecting with co-workers at monthly catered lunches, free of charge to employees.
Employer paid parking in the heart of downtown Grand Rapids.
Education and training reimbursement programs.
Discounted memberships to MVP Sportsplex.

What You'll Do

Assist in implementing comprehensive estate plans, in collaboration with family office leadership, tailored to the individual’s long-term financial and personal objectives.
Monitor and maintain estate plans, supporting updates for evolving cash flow and liquidity considerations and wealth transfer objectives of each individual.
Integrate complex tax, legal, and financial analyses to support decision‑making.
Prepare clear, well‑structured materials and presentations to communicate complex concepts to family office colleagues.
Build strong partnerships with family office colleagues, advisors, and external counsel.
Prepare and maintain documentation related to operations of a private trust company including trust abstracts and summaries, distribution approvals, financial reporting, etc.
Administer family trusts in conjunction with family office colleagues, advisors, and external counsel, ensuring compliance, efficiency, and alignment with fiduciary obligations.
Strengthen internal and beneficiary reporting, communication frameworks, and education efforts in partnership with family office colleagues.

What You'll Bring

Bachelor’s degree in accounting or finance or J.D. from an accredited U.S. law school.
Minimum of 7 years of experience preferably with exposure to family office or ultra-high net worth individual environments.
Deep expertise in estate and gift tax laws, including generation-skipping transfer tax and valuation issues.
Proficiency in tax and legal matters related to private foundations, charitable trusts, and donor-advised funds.
Exceptional judgment, discretion, and integrity in handling sensitive and confidential matters.
Strong interpersonal and communication skills, with the ability to build trusted relationships across disciplines and with affiliated individuals, advisors, and external counsel.
Demonstrated ability to work effectively within a multidisciplinary team, contributing to a collaborative and collegial environment.
Intellectual agility and curiosity, with a commitment to continuous learning and professional development across diverse domains.
Proven track record of managing complex issues with a pragmatic, solutions-oriented approach aligned with the values and objectives of a family office.
Experience mentoring colleagues, fostering growth and knowledge-sharing within the team.
Strong attention to detail and analytical skills, with the ability to synthesize complex financial and legal information.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Apply Now

Refine Your Search

trust relationship manager jobs

Manager of Trusts & Estates

Facility Medical Director - AHCC

Quality and Supply Chain Manager

Performance Manager

Parent Liaison, Chief Joseph Middle School (Bozeman School District)

Executive Director

Wealth Advisor - Madison

401(k) Specialist

Program Director Complex & Legacy Giving | Vancouver, Washington

HVAC Service Manager

Operations Manager (US Citizenship/FT in-office Required)

Director - Trust & Estate

Sr Project leader - Engineering Systems

Performance Manager

Finance and Insurance Manager

CPA Firm Senior Tax Accountant

Floating Senior Community Manager - Affordable LIHTC/HUD/PSH

Greenhouse and Horticulture Manager

Entry Level Sales Representative

Grants Manager

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