VP, Relationship Manager - Trust & Estate

Axos Bank • Irvine, CA

1d • $90,000 - $130,000

About The Position

The VP, Relationship Manager – Trust & Estate is responsible for originating, developing, and managing high‑net‑worth and fiduciary client relationships across trust, estate, and related deposit solutions. This role is focused on new business development, deepening existing client relationships, and delivering a high‑touch client experience in partnership with internal trust, fiduciary, and banking teams. This position is ideal for a self‑starter with strong relationship‑building skills, a proven ability to source new business, and the aptitude to quickly learn trust and estate products if not already specialized.

Requirements

• Bachelor’s degree
• 7+ years of experience in relationship management, private banking, trust services, wealth management, or commercial banking
• Proven track record of self‑sourcing new business
• Excellent communication, presentation, and client‑facing skills

Nice To Haves

• Trust & Estate experience preferred but not required for strong relationship managers

Responsibilities

• Actively cross-sells appropriate banking solutions to new and existing clients.
• Actively manages portfolio for growth, risk mitigation, referral opportunity and retention
• Sales activity: direct calling, networking activities, outbound phone calls, e-mail, trade conferences, appropriate social media marketing
• Proactively partners with lending teams to bid and win new operating relationships with middle market companies ($10 million plus in annual revenues)
• Meet individual assigned sales goals of deposit generation, fee income and new relationships to the bank

Benefits

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level