First Horizon

1 month ago

Trust Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Manage a portfolio of moderately complex to complex trusts and estate accounts, administering duties that drive client income and long-term relationships. Partner with clients and prospects to identify trust and estate needs, recommend products aligned to risk tolerance and legal requirements, and develop new business. Conduct annual reviews, coordinate service to resolve issues, monitor profitability and cross-sell opportunities, and complete required compliance and regulatory training.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Manage a portfolio of complex and large trusts and estate accounts and related sales efforts.
•Contact prospects in the assigned geographic area and meet with customers/prospects to define trust and estate needs.
•Provide product strategy recommendations aligned with client return goals, risk tolerance, and legal considerations.
•Conduct annual reviews, evaluate changes in financial objectives, and recommend actions to support retention, strengthening, and growth.
•Coordinate internal and external service efforts to resolve issues, monitor profitability and cross-sell plans, and complete required compliance training.

Pay and Benefits

Perks:Health InsuranceDentalVisionHsaParental Leave401kMentor Program

Key Requirements

•Bachelor’s (4-year college) degree and 6-8 years of experience (or equivalent education and experience).
•Manage a portfolio of complex and large trusts and estate accounts while developing long-term client relationships.
•Advise customers and prospects on trust and estate account needs.
•Recommend trust and estate products based on client return objectives, risk tolerance, and legal ramifications.
•Complete and maintain up-to-date positional and company-required compliance and regulatory courses by assigned due dates.

Experience:6-8 yearsFinancial servicesWealth managementTrustsEstate accounts

Education:Bachelor's

Skills:Client relationship managementCustomer advisingRisk awarenessCompliance focusCross-functional coordination

Company Brief

First Horizon

Provides commercial and consumer banking services, wealth management, and treasury solutions through First Horizon Bank. Serves individuals, businesses, and institutions across the southeastern United States with lending, deposits, and financial advisory products.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Memphis, United States

Founded: 1864

Website LinkedIn

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First Horizon

1 month ago

Trust Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Manage a portfolio of complex and large trusts and estate accounts and related sales efforts.
•Contact prospects in the assigned geographic area and meet with customers/prospects to define trust and estate needs.
•Provide product strategy recommendations aligned with client return goals, risk tolerance, and legal considerations.
•Conduct annual reviews, evaluate changes in financial objectives, and recommend actions to support retention, strengthening, and growth.
•Coordinate internal and external service efforts to resolve issues, monitor profitability and cross-sell plans, and complete required compliance training.

Pay and Benefits

Perks:Health InsuranceDentalVisionHsaParental Leave401kMentor Program

Key Requirements

•Bachelor’s (4-year college) degree and 6-8 years of experience (or equivalent education and experience).
•Manage a portfolio of complex and large trusts and estate accounts while developing long-term client relationships.
•Advise customers and prospects on trust and estate account needs.
•Recommend trust and estate products based on client return objectives, risk tolerance, and legal ramifications.
•Complete and maintain up-to-date positional and company-required compliance and regulatory courses by assigned due dates.

Experience:6-8 yearsFinancial servicesWealth managementTrustsEstate accounts

Education:Bachelor's

Skills:Client relationship managementCustomer advisingRisk awarenessCompliance focusCross-functional coordination

Company Brief

First Horizon

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Memphis, United States

Founded: 1864

Website LinkedIn