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Relationship Manager
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Full-time
- Read more about the day-to-day responsibilities of our Relationship Manager role below!
- As a Relationship Manager at Trove, within our Family Office division, you will be a key leader in our organization, responsible for taking ownership of client engagements, team development, and certain business processes.
- Review the bill pay cycle from a fiduciary standpoint, ensuring proper documentation and approvals are in place with a focus on internal controls and best practice.
- Understand estate planning techniques and strategies and coordinate with advisors on estate planning processes.
- Assist with concierge projects and recognize opportunities for relationship expansion.
Expired 12 days agoInactive Job
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