Principal - Wealth Relationship Management - Trust

Sandy Spring Bancorp
Raleigh
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 6+ yearsEducation: bachelorsSkills: ["Client relationship management","Advisory","Problem-solving","Communication","Coaching"]

Serve as a wealth relationship management expert, building and maintaining trust and fiduciary client relationships. Assess client needs, provide personalized financial advice, coordinate investment strategies, and ensure clear communication with the wealth management team. Deliver estate planning, retirement solutions, and tax optimization support, while monitoring portfolios, addressing inquiries, and implementing strategies to deepen client engagement and drive growth.

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Sandy Spring Bancorp
Sandy Spring Bancorp
12 hours ago

Principal - Wealth Relationship Management - Trust

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Last checked: 11 hours agoStatus: Live

Job Summary

Serve as a wealth relationship management expert, building and maintaining trust and fiduciary client relationships. Assess client needs, provide personalized financial advice, coordinate investment strategies, and ensure clear communication with the wealth management team. Deliver estate planning, retirement solutions, and tax optimization support, while monitoring portfolios, addressing inquiries, and implementing strategies to deepen client engagement and drive growth.
Location: Raleigh
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Sr. Manager level

Key Responsibilities

  • •Assess client needs and provide personalized financial advice in partnership with the wealth management team.
  • •Coordinate investment strategies and ensure effective client communication.
  • •Provide specialty services including estate planning, retirement solutions, and tax optimization strategies.
  • •Monitor client portfolios, address client inquiries, and implement strategies to deepen client engagement.
  • •Develop, manage, and grow trust and fiduciary client relationships and support trust administration oversight.

Key Requirements

  • •Bachelor's Degree required; equivalent combination of education and experience may be considered.
  • •Typically requires 6-8+ years of prior experience with deep knowledge in the wealth relationship management area.
  • •May require obtaining and/or maintaining NMLS registration.
  • •May require applicable licenses and/or certifications.
  • •Recognized subject matter expert who can manage complex projects or processes with limited oversight.
Experience:6+ yearsWealth management
Education:Bachelor's
Skills:Client relationship managementAdvisoryProblem-solvingCommunicationCoaching
Certifications:NMLS registration

Company Brief

Sandy Spring Bancorp
Bank holding company for Sandy Spring Bank, providing commercial and personal banking, lending, treasury management, and wealth services across the Mid-Atlantic region. Serves businesses, individuals, and nonprofit organizations through a branch and digital banking network.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Olney, United States
Founded: 1868
WebsiteLinkedIn