Top 29 Trustee seattle Jobs in Seattle Wa

Regional Market Leader & Senior Relationship Officer
Northwest Trustee & Management Services, LLC —Seattle, WA
- $150,000 - $225,000 a year
- Full-time
- 11+ years
- Bachelor's degree
- Mentoring
- Health savings account
- Dental insurance
Quick Apply
Field Nurse Case Manager
National Care Advisors —Seattle, WA
- $80,000 - $100,000 a year
- Full-time
- Nursing
- Experience working with individuals with disabilities
- Customer service
- Work from home
Quick Apply
Program Investment/Bond Accounting Analyst
State of Washington —Seattle, WA
- $7,261 - $9,822 a month
- Online Application
- Mid-level
- Office
- Military encouraged
- Paid holidays
- Disability insurance
Treasury Director - Seattle, WA (Hybrid)
Nordstrom —Seattle, WA
- $160,000 - $250,000 a year
- Hybrid work
- CPA
- Office
- Finance
- Store discount
- Disability insurance
Global Accounting Services Chief Financial Officer
The Bill & Melinda Gates Foundation —Seattle, WA
- $368,500 - $571,100 a year
- Full-time
- Background check
- CPA
- Office
- Paid holidays
- Health insurance
Trustee Sales Specialist
Carrington Mortgage Holdings —Seattle, WA
- $24 - $28 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Seattle Pacific Foundation, Director of Finance and Treasurer
Seattle Pacific University —Seattle, WA
- From $140,000 a year
- Online Application
- CPA
- Master's degree
- Analysis skills
- Health savings account
- Health insurance
Part-Time Faculty- Surgical Technology
Seattle Colleges —Seattle, WA
- $7,110.33 - $10,649.33 a month
- Part-time
- Background check
- Laboratory
- Classroom
- Commuter assistance
- Health insurance
Trust and Estate Manager
Seattle Children's Hospital —Seattle, WA
- $97,665 - $146,497 a year
- 5 years
- Data analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Vice Chancellor of Information Technology
Seattle Colleges —Seattle, WA
- $168,422 - $232,583 a year
- Full-time
- Hybrid work
- Background check
- Computer Science
- Office
- Commuter assistance
- Health insurance
PRESIDENT
Highline College (WA) —Des Moines, WA
- $300,000 - $320,000 a year
- Full-time
- Background check
- High school
- University
6d
Attorney - Estate Planning, Probate & Tax
Brothers Henderson Durkin, P.S. —Seattle, WA
- $150,000 - $300,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Litigation Attorney - Trusts & Estates
Brothers Henderson Durkin, P.S. —Seattle, WA
- $105,000 - $180,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Business development experience
- Disability insurance
- Health insurance
Quick Apply
Executive Assistant to the Head of School & Chief Finance and Operations Officer
Epiphany School —Seattle, WA
- $90,000 - $110,000 a year
- Full-time
- Background check
- Education
- US work authorization
- Health savings account
- Paid holidays
Quick Apply
2d
Director of Development
Seattle Children's Hospital —Seattle, WA
- $118,174 - $177,262 a year
- 5 years
- Bachelor's degree
- Pediatrics
- Health insurance
- Dental insurance
Executive Assistant to the President
Seattle Pacific University —Seattle, WA
- From $87,500 a year
- Online Application
- Microsoft Excel
- Microsoft Outlook
- Office
- Health savings account
- Health insurance
Executive Assistant, University Advancement
Seattle Pacific University —Seattle, WA
- From $69,000 a year
- Online Application
- Microsoft Excel
- Microsoft Outlook
- Office
- Health savings account
- Health insurance
PRESIDENT
Highline Community College —Des Moines, WA
- $300,000 - $320,000 a year
- Full-time
- Background check
- High school
- University
5d
Chief Financial Officer
The Jewish Day School of Metropolitan Seattle —Bellevue, WA
- $140,000 - $170,000 a year
- Full-time
- Microsoft Excel
- Computer literacy
- Office
- 403(b) matching
- Health insurance
Program Investment/Bond Accounting Analyst
State of Washington Housing Finance Commission —Seattle, WA
- $7,261 - $9,822 a month
- Online Application
- Remote
- Microsoft Excel
- Mid-level
- Finance
- Paid holidays
- Disability insurance

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trustee seattle jobs near seattle wa

Regional Market Leader & Senior Relationship Officer

Northwest Trustee & Management Services, LLC
Seattle, WA

Quick Apply

Job Details

Full-time
$150,000 - $225,000 a year

Benefits

Health savings account
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Teamwork
Law
Bachelor's degree
Customer relationship management
Productivity software
Master of Business Administration

Full Job Description

Regional Market Leader and Senior Relationship Officer

REPORTING TO: Strategic Growth Officer

TYPE: Full-Time (Exempt)

LOCATION: Seattle, WA

SALARY: $150,000-$225,000 DOE

RESPONSIBILITIES: The Regional Market Leader and Senior Relationship Officer (“Leader”) is a senior individual contributor role in Northwest Trustee’s greater Seattle market (where we currently serve a significant book of clients including ultra-high-net-worth clients). This position will administer complex fiduciary relationships, serve as a subject‑matter expert to beneficiaries and professional advisors, and advance Northwest Trustee’s business development, market presence, and reputation in Seattle and Western Washington.

The Leader should enjoy working closely with people and demonstrate the ability to engage beneficiaries and professional advisors with respect and transparency, while exercising appropriate professional judgment and boundary‑setting when required. The role requires a proactive, self‑motivated professional who recognizes the importance of timely, accurate execution in both fiduciary administration and new business initiatives.

This role does not include formal people‑management responsibilities such as hiring, performance management, discipline, or compensation decisions. Instead, the role operates through expertise, influence, collaboration, and mentorship, in close partnership with executive leadership, designated people leaders, and other team members in the market.

DUTIES:

Business Development

Focus on sustaining and expanding the firm’s visibility, relationships, and standing in the local marketplace
Supplement the new business department by being available to meet with potential clients, support in finalizing proposals to clients, and assisting with closing potential opportunities
Meet future clients who are considering naming us in their estate plan
Represent Northwest Trustee in the professional communities in Western Washington, including attending lunches, events, speaking engagements, and conferences
Create and maintain relationships with key centers of influence
Utilize company software and tracking tools to record interactions and implement agreed-upon marketing or sales plans
Assist in developing and refining new business strategies for the Western Washington marketplace, including traveling with our new business staff to meet key centers of influence
Attend coaching and sales training as needed
Collaborate with onboarding staff to complete new account onboarding

Ultra-High-Net-Worth Client Service Delivery

Have primary responsibility for delivering exceptional, high touch fiduciary and advisory services to ultra-high-net-worth clients in conjunction with other local team members
Act as a subject matter resource to internal employees by providing guidance on sophisticated planning strategies, governing documents, and client specific considerations for current and prospective clients
Review legal documents and related planning strategies prepared by internal or external parties in connection with serving individuals with taxable estates. Such review will be performed to ensure that:
Northwest Trustee’s fiduciary, legal, and operational risk has been appropriately identified, evaluated, and managed
Northwest Trustee’s role, responsibilities, and scope of authority are clearly defined and consistent with governing documents and applicable law
Northwest Trustee can fulfill, in practice, the commitments, representations, and service expectations communicated to clients and their advisors
Participate in the development, refinement, and implementation of Family Office Services for ultra-high-net-worth clients who require customized and non-standard solutions
Contribute ideas, insights, and best practices that enhance Northwest Trustee’s ability to market to, engages with, and serve ultra‑high‑net‑worth clients

Relationship Management

Serve as Relationship Manager on a select number of fiduciary accounts with the support of a Trust Officer and Trust Associate
Ensure adherence to governing documents, laws, and firm policies and procedures
Maintain professional, thoughtful, and empathetic relationships with beneficiaries and their advisors
Resolve non-routine fiduciary matters and coordinate with retained experts and third-party professionals
Collaborate with the Chief Fiduciary Officer on complex fiduciary or risk matters
Maintain compliance with Northwest Trustee’s fiduciary and risk management standards
Delegate administrative or specialized work appropriately

JOB QUALIFICATIONS

Required

Bachelor’s degree and fifteen years (15) years of relevant experience
Proficiency with Microsoft programs and ability to learn company-specific software

Preferred

CFP, CTFA, MBA, Juris Doctorate, and/or LLM in Tax

PERSONAL QUALIFICATIONS:

Commitment to the core values of Northwest Trustee:

Professionalism
Compassion
Integrity
Diligence

High degree of professionalism, discretion, and judgment

ABOUT NORTHWEST TRUSTEE:

Northwest Trustee & Management Services, LLC, established in 1989, is a leading provider of fiduciary services in the Pacific Northwest.

OUR MISSION:

We exist to enrich lives, honor family legacies, build enduring relationships, and minimize family conflicts. This is accomplished in a manner that:

Adheres to the highest ethical standards
Treats clients with respect and understanding
Provides clear and timely advice and service
Honors confidentiality

Pay: $150,000.00 - $225,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

trustee seattle jobs in seattle wa

Regional Market Leader & Senior Relationship Officer

Field Nurse Case Manager

Program Investment/Bond Accounting Analyst

Treasury Director - Seattle, WA (Hybrid)

Global Accounting Services Chief Financial Officer

Trustee Sales Specialist

Seattle Pacific Foundation, Director of Finance and Treasurer

Part-Time Faculty- Surgical Technology

Trust and Estate Manager

Vice Chancellor of Information Technology

PRESIDENT

Attorney - Estate Planning, Probate & Tax

Litigation Attorney - Trusts & Estates

Executive Assistant to the Head of School & Chief Finance and Operations Officer

Director of Development

Executive Assistant to the President

Executive Assistant, University Advancement

PRESIDENT

Chief Financial Officer

Program Investment/Bond Accounting Analyst

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