Trust Relationship Manager

Job Description

TSR Consulting is currently seeking a highly motivated Trusts Relationship Manager for an opportunity in New York, NY!

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Job Title: Trust Relationship Manager

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Location: New York, NY— Hybrid (in-office Tuesday through Thursday)

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Duration: 12-month temporary assignment, with likely extension

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Pay Rate: $42/hr (W2)

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Interview Process: One-round panel interview

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Position Overview

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We are seeking an experienced Trust Relationship Manager to manage complex trust and estate accounts while delivering high-quality client service and ensuring regulatory compliance. The ideal candidate will have a strong background in trust administration, client relationship management, investment concepts, and operational risk controls.

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Key Responsibilities

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• Provide proactive client service by communicating with clients, attending meetings, and responding to inquiries in accordance with service standards.
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• Administer complex trust and estate accounts in accordance with governing documents, client instructions, internal policies, and applicable regulations.
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• Monitor and collect receivables and invest funds when applicable.
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• Strengthen existing client relationships through cross-selling and referrals, supporting fee-based revenue growth and the development of profitable relationships.
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• Ensure documentation for new and existing relationships is complete and compliant.
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• Work with legal counsel and management to negotiate agreement provisions.
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• Provide guidance and training to less experienced team members and participate in action groups and committees.
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• Follow compliance and operational risk controls, implement audit requirements, and address regulatory issues promptly.
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• Exercise delegated authority to approve discretionary payments and sign legal documents; escalate matters that exceed authorized limits.
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Required Qualifications

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• At least 10 years of progressive trust administration experience , or equivalent experience.
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• Strong knowledge of regulations governing trust and estate administration.
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• Excellent communication, analytical, customer service, and problem-solving skills.
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• Proficiency with personal computers and relevant mainframe systems or software.
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• Strong understanding of investment markets and concepts, with the ability to discuss investment performance with clients.
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• Bachelor’s degree in Business or a related field, or equivalent experience.
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Preferred Qualifications

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• Master’s degree and/or Certified Trust and Fiduciary Advisor (CTFA) designation.
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• Experience partnering with Private Banking and Trust & Fiduciary Services teams.
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Benefits:

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TSR Consulting offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

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About TSR:

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TSR is a trusted staffing and workforce solutions partner with more than 50 years of experience delivery highly qualified talent to support clients' most critical business and technology initiatives. Through a disciplined approach to sourcing, candidate vetting, and delivery, TSR helps organizations scale teams quickly while maintaining quality and reliability.

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TSR operates with a global delivery model, leveraging specialized teams to support enterprise clients across North America and beyond.

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In June 2024, TSR was acquired by Justin Christian, founder and CEO of BCforward, a global provider of professional services and workforce solutions. This partnership expands TSR's ability to deliver broader capabilities, global delivery resources, and enhanced opportunities for both clients and consultants.