Northwest Trustee & Management Services LLC Jobs

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Regional Market Leader and Senior Relationship Officer

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Regional Market Leader and Senior Relationship Officer

Seattle, Washington, 98101

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Full Time
Hybrid
supports..pdf, .doc, .docx, or .txt file

The Regional Market Leader will administer complex fiduciary relationships and serve as a subject-matter expert for ultra-high-net-worth clients. Additionally, the role focuses on business development, expanding the firm’s market presence, and collaborating with internal teams to deliver high-touch advisory services. Candidates must possess a bachelor’s degree and at least fifteen years of relevant experience. Preferred qualifications include professional certifications such as CFP, CTFA, MBA, Juris Doctorate, or LLM in Tax.

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Regional Market Leader and Senior Relationship Officer
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supports..pdf, .doc, .docx, or .txt file