Trust Manager

Description:

Our client is looking for a strong fiduciary and investment management professional that works directly with clients, manages a relationship management team of 5 that works collarboratively, and drives new business sales. They need someone that can develop new business from networking in the community with local attorneys, cpa's, get involved with non profits, and leverage client relationships to gain client referrals. They need a fiduciary manager that can provide a high level of service to clients(individuals/families/foundations) and manage a small team of 5(must have current or prior management experience within Financial Services Industry). They need someone who is a great communicator internally and externally. Client service must be delivered at the highest level.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, one of the largest talent advisory, recruiting, and staffing organizations in the world. Our 55-year-old, global family is comprised of nearly 400 firms with 1,500 search and advisory professionals across four continents. It takes a network to build a business™. So, let’s start building!