Strategic Client Relationship Director (Private Wealth)

IQ-EQ • Bedford, NH

1d • $95,000 - $110,000 • Hybrid

About The Position

In this role, you’ll be the trusted point of contact for clients and advisors, overseeing every aspect of trust administration from investments to compliance. You’ll also drive growth by leading new account onboarding, engaging in industry events, and continuously refining processes through training and innovation.

Requirements

• Bachelor's degree in business, law, finance or related field (CPA, CFP, or CTFA is a plus).
• Minimum of 5 years of experience in a financial institution, law firm, accounting, or consulting firm.
• Exceptional understanding of fiduciary responsibilities and estate planning principles.
• Strong communication skills and the willingness to learn the broad range of trust administration and operational / compliance requirements of a directed trust company.
• Client relationship management experience, preferably in a fiduciary capacity.
• Excellent problem-solving skills and a desire to learn and collaborate with internal and external stakeholders.

Nice To Haves

• CPA, CFP, or CTFA
• Management experience with direct reports or junior team members is a plus.

Responsibilities

• Serve as the primary contact for clients and their advisors, ensuring exceptional service and communication.
• Manage all aspects of trust administration, from coordinating advisor directions to overseeing tax and compliance filings.
• Drive business development by attending industry events and leading the onboarding of new trust accounts.
• Enhance processes by engaging in training programs to strengthen and refine directed trust practices.

Benefits

• IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance.
• Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
• Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.
• Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment.
• The salary for this position will be dependent on experience and location ($95,000 - $110,000).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees