Senior Relationship Advisor

Manage a base of sophisticated wealth management and fiduciary clients, partnering with internal service teams and clients’ professional advisors to deliver timely, high-quality fiduciary services. Lead goals-driven advisory conversations, translate regulatory/tax changes into clear guidance, identify opportunities to enhance relationships, and resolve fiduciary risk issues. Serve as a subject matter expert, mentor less experienced partners, and support business growth through referrals and community involvement.