REPORTING TO: Chief Client Development Officer
TYPE: Full Time (Exempt)
LOCATION: Seattle, WA
RESPONSIBILITIES:
The Regional Market Leader and Senior Relationship Officer (“Leader”) is a senior individual contributor role in Northwest Trustee’s greater Seattle market (where we currently serve a significant book of clients including ultra-high-net-worth clients). This position will administer complex fiduciary relationships, serve as a subject-matter expert to beneficiaries and professional advisors, and advance Northwest Trustee’s business development, market presence, and reputation in Seattle and Western Washington.
The Leader should enjoy working closely with people and demonstrate the ability to engage beneficiaries and professional advisors with respect and transparency, while exercising appropriate professional judgment and boundary-setting when required. The role requires a proactive, self-motivated professional who recognizes the importance of timely, accurate execution in both fiduciary administration and new business initiatives.
This role does not include formal people-management responsibilities such as hiring, performance management, discipline, or compensation decisions. Instead, the role operates through expertise, influence, collaboration, and mentorship, in close partnership with executive leadership, designated people leaders, and other team members in the market.
DUTIES:
• Business Development
o Focus on sustaining and expanding the firm’s visibility, relationships, and standing in
the local marketplace
o Supplement the new business department by being available to meet with potential
clients, support in finalizing proposals to clients, and assisting with closing potential
opportunities
o Meet future clients who are considering naming us in their estate plan
o Represent Northwest Trustee in the professional communities in Western Washington,
including attending lunches, events, speaking engagements, and conferences
o Create and maintain relationships with key centers of influence
o Utilize company software and tracking tools to record interactions and implement
agreed upon marketing or sales plans
o Assist in developing and refining new business strategies for the Western Washington
marketplace, including traveling with our new business staff to meet key centers of
influence
o Attend coaching and sales training as needed
o Collaborate with onboarding staff to complete new account onboarding
• Ultra-High-Net-Worth Client Service Delivery
o Have primary responsibility for delivering exceptional, high touch fiduciary and advisory
services to ultra-high-net-worth clients in conjunction with other local team members
o Act as a subject matter resource to internal employees by providing guidance on
sophisticated planning strategies, governing documents, and client specific
considerations for current and prospective clients
o Review legal documents and related planning strategies prepared by internal or
external parties in connection with serving individuals with taxable estates. Such review
will be performed to ensure that:
? Northwest Trustee’s fiduciary, legal, and operational risk has been appropriately
identified, evaluated, and managed
? Northwest Trustee’s role, responsibilities, and scope of authority are clearly defined
and consistent with governing documents and applicable law
? Northwest Trustee can fulfill, in practice, the commitments, representations, and
service expectations communicated to clients and their advisors
o Participate in the development, refinement, and implementation of Family Office
Services for ultra-high-net-worth clients who require customized and non-standard
solutions
o Contribute ideas, insights, and best practices that enhance Northwest Trustee’s ability
to market to, engages with, and serve ultra-high-net-worth clients
• Relationship Management
o Serve as Relationship Manager on a select number of fiduciary accounts with the
support of a Trust Officer and Trust Associate.
o Ensure adherence with governing documents, laws, and firm policies and procedures
o Maintain professional, thoughtful, and empathetic relationships with beneficiaries and
their advisors
o Resolve non-routine fiduciary matters and coordinate with retained experts and third-party professionals
o Collaboration with the Chief Fiduciary Officer on complex fiduciary or risk matters
o Maintain compliance with Northwest Trustee’s fiduciary and risk management
standards
o Delegate administrative or specialized work appropriately
JOB QUALIFICATIONS:
• Required
o Bachelor’s degree and fifteen years (15) years of relevant experience
o Proficiency with Microsoft programs and ability to learn company specific software
• Preferred
o CFP, CTFA, MBA, Juris Doctorate, and/or LLM in Tax
PERSONAL QUALIFICATIONS:
• Commitment to the core values of Northwest Trustee:
o Professionalism
o Compassion
o Integrity
o Diligence
• High degree of professionalism, discretion, and judgment
ABOUT NORTHWEST TRUSTEE:
Northwest Trustee & Management Services, LLC, established in 1989, is a leading provider of fiduciary services in the Pacific Northwest.
OUR MISSION:
We exist to enrich lives, honor family legacies, build enduring relationships, and minimize family conflicts. This is accomplished in a manner that:
• Adheres to the highest ethical standards
• Treats clients with respect and understanding
• Provides clear and timely advice and service
• Honors confidentiality