Top 13 Trust fiduciary Jobs in Columbus

RELATIONSHIP MANAGER
Manning & Napier —Columbus, OH
- $60,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Finance
- Health savings account
- Dental insurance
Trust Officer
Midwest Trust Company —Westerville, OH
- Mid-level
- Office
- 3 years
Quick Apply
Business Litigation Associate
Leoforce —Columbus, OH
- $150,000 - $215,000 a year
- Analysis skills
- Senior level
- 2 years
Quick Apply
7d
PWM Private Wealth Advisor
U.S. Bank National Association —Columbus, OH
- $126,820 - $149,200 a year
- Full-time
- Office
- 8 years
- Business development
- Paid holidays
- Disability insurance
Senior Financial Manager
State of Ohio - Budget and Management —Columbus, OH
- $48.93 - $69.94 an hour
- Full-time
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
2d
Operations Leader - Specialty Finance
Nationwide —Columbus, OH
- 8 hour shift
- Hybrid work
- Background check
- Office
- Finance
- Paid holidays
- Disability insurance
Director for Accounting and Assistant Controller
The Christian and Missionary Alliance —Reynoldsburg, OH
- $90,000 - $110,000 a year
- Full-time
- 7 years
- Senior level
- Leadership
- Paid jury duty
- Health savings account
Senior Accountant
NEVERS CONSULTING GROUP LLC —Hilliard, OH
- Full-time
- Microsoft Word
- CPA
- Mid-level
- Paid holidays
- 401(k)
Quick Apply
4d
Estate & Trust Tax Manager
Nichols & Company, CPAs —Westerville, OH
- Full-time
- CPA
- 5 years
- Research
Quick Apply
Tax Manager - Private Wealth
Deloitte —Columbus, OH
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
Tax Senior - Private Wealth
Deloitte —Columbus, OH
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Senior Tax Advisor
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- CPA
- Research
- Office
Quick Apply
Senior Counsel - Structured Investments
Nationwide —Columbus, OH
- 8 hour shift
- Background check
- 11+ years
- Analysis skills
- Paid holidays
- Disability insurance

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RELATIONSHIP MANAGER
Manning & Napier —Columbus, OH
Collaborate with Financial Consultants in conducting client meetings via telephone, video conference, and in‑person interactions.
$60,000 - $85,000 a year
Trust Officer
Midwest Trust Company —Westerville, OH
Asset Management: Partner with Portfolio Managers to develop and implement investment strategies for trust assets in alignment with clients’ risk tolerance,…
Quick Apply

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trust fiduciary jobs near columbus

RELATIONSHIP MANAGER

Manning & Napier -
Columbus, OH

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Job Details

Full-time
$60,000 - $85,000 a year

Benefits

Health savings account
Dental insurance
Vision insurance
401(k) matching
Gym membership

Qualifications

Customer communication
Series 66
Series 7
Experience practicing in the securities industry

Full Job Description

Summary

As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients’ experience. You will also contribute to your team’s new business development activities, including expanding wallet share of existing client relationships and prospecting new relationships across various client types, such as high-net-worth individuals, endowments & foundations, and businesses. As the primary client service contact, you will contribute to the creation of long-lasting, trusted advisory relationships.

As a Relationship Manager you will work in collaboration with a Wealth Management Advisory team. You will report to the Chief Client Experience Officer.

Responsibilities

CLIENT RELATIONSHIP MANAGEMENT

Serve as the primary point of contact for clients, overseeing and enhancing their end-to-end experience across all inbound interactions.
Build a deep knowledge of firm service offerings, financial planning capabilities, and investment products. Stay up to date on current market dynamics and overall industry trends.
Collaborate with Financial Consultants in conducting client meetings via telephone, video conference, and in‑person interactions.
Oversee complex client communications and manage responses to service inquiries and customized reporting in a timely manner
Work with the Financial Consultant to provide broad financial planning support, which will include helping to generate baseline financial plans.
Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria
Work with the Wealth Management Associates to ensure timely, accurate, and complete documentation of client information.
Facilitate the preparation of materials for use in client meetings.
Address and resolve client concerns, escalating complex or unresolved issues to management when necessary.

TEAM SALES COLLABORATION

Coordinate Client and Prospect meetings for the advisory team, ensuring efficient calendar management and a seamless client experience.
Strengthen financial planning and business development capabilities through active engagement with Advisors, formal training programs, and ongoing independent learning.
Collaborate with Marketing partners and internal team members to develop and execute targeted outreach and campaign initiatives for clients and prospects.
Plan, organize, and participate in strategic prospecting initiatives in partnership with Financial Consultants to support pipeline growth and cultivate warm leads.
Develop expertise in firm sales and service technologies, leveraging digital marketing, client service, and financial planning tools to support business growth and client engagement.
Coordinate request for proposal (RFP) reviews and response development in collaboration with the Portfolio Strategies Group on behalf of the advisory team.

Qualifications & Requirements

Bachelor’s degree, with a concentration in Finance, Business, Economics, or Pre-law preferred
3+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm preferred
Prior direct client relationship or sales experience preferred
Series 7 and 66 required, or targeted within first year of employment
Flexibility to travel and work outside of normal business hours to accommodate client schedules
Experience with Envestnet, Salesforce, & Charles Schwab preferred

Key Attributes

A passion for serving clients and providing an exceptional experience with a fiduciary duty of care
Excellent written and verbal communication skills, with the ability to succinctly summarize complex information.
Manage multiple priorities simultaneously, maintaining accuracy and close attention to detail.
A strong commitment to achieving goals, acting with a sense of urgency, and follow-through.
Take initiative to address challenges and solve problems proactively.

Perks

Health, dental & vision insurance
Employer HSA contribution
Opt out credit
401k employer match
Paid volunteer days
Gym reimbursement

Compensation: $60,000 - $85,000 expected base salary. Base salary is broadly based on tenure within the firm, experience, and contribution to the team. Total compensation is comprised of base salary and multiple tiers of bonuses including discretionary, metrics-based, a third category that is reserved for top-performers that are recognized as Team Leads.

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Refine Your Search

trust fiduciary jobs in columbus

RELATIONSHIP MANAGER

Trust Officer

Business Litigation Associate

PWM Private Wealth Advisor

Senior Financial Manager

Operations Leader - Specialty Finance

Director for Accounting and Assistant Controller

Senior Accountant

Estate & Trust Tax Manager

Tax Manager - Private Wealth

Tax Senior - Private Wealth

Senior Tax Advisor

Senior Counsel - Structured Investments

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