Wealth Relationship Manager

Washington Trust•Providence, RI

3d•Hybrid

About The Position

Washington Trust Wealth Management is seeking an experienced, detail-oriented Relationship Manager to deliver exceptional service to high-net-worth clients. This role serves as a key client contact and is responsible for managing complex administrative and operational activities with accuracy, sound judgment, and a strong commitment to compliance and service excellence. The Relationship Manager works closely with Portfolio Managers, Wealth Advisors, Financial Planners, banking partners, tax professionals, and fiduciary specialists to deliver integrated wealth management solutions. The ideal candidate brings strong relationship management capabilities, sound fiduciary and operational judgment, and the ability to work independently while collaborating effectively across teams.

Requirements

Bachelor’s degree in Finance, Business Administration, or a related field, or equivalent experience.
Minimum of 5 years of experience in wealth management, trust administration, or financial services operations.
Strong knowledge of trust and fiduciary administration, investment operations, and regulatory requirements.
High attention to detail and strong analytical skills.
Excellent organizational and time management abilities, with a proactive and client-focused mindset.
Strong written and verbal communication skills.
Demonstrated ability to manage multiple priorities in a fast-paced environment.
Proficiency with wealth management systems, CRM platforms, and Microsoft Office tools.
Problem solving, critical thinking, and sound judgement skills, as well as a keen focus on client and service excellence.
Commitment to operational excellence and a growth mindset through process improvement.
Risk awareness and a strong compliance mindset.

Nice To Haves

Experience working with high-net-worth or ultra-high-net-worth clients preferred.
Professional designations, such as CTFA or CFP, are a plus.

Responsibilities

Build and maintain strong, long-term relationships with clients, beneficiaries, family members, professional advisors, and centers of influence.
Conduct regular review meetings to discuss relationship objectives, administrative matters, family needs, service expectations, investment coordination, estate and financial planning issues, and opportunities for additional services.
Maintain a thorough understanding of each client’s family dynamics, wealth structure, estate planning objectives, financial circumstances, risk considerations, and long-term goals.
Identify opportunities to expand client relationships through Wealth Management and other Bank services.
Ensure adherence to internal policies, regulatory requirements, and risk controls.
Serve as a subject matter expert and escalation point for complex administrative matters.
Identify opportunities to improve processes, strengthen controls, and drive operational efficiency.
Support audits and regulatory reviews by preparing documentation and responding to inquiries.
Mentor junior team members and provide guidance on best practices.
Maintain accurate, complete, and up-to-date client records and documentation.