The Role
Manage client investment portfolios, ensuring compliance with fiduciary standards, and maintain relationships with clients through regular communication and performance reporting.
Summary Generated by Built In
Overview
We’re looking for a Fiduciary Investment Relationship Manager to join our investment management team. This role combines portfolio management with client relationship responsibilities, ensuring that investment decisions align with client objectives, trust provisions, and regulatory requirements. You’ll work closely with fiduciary officers and the broader investment team to deliver coordinated, high-quality service while maintaining proactive communication with clients.
Key Responsibilities
We are an independent trust company committed to the well-being of our team members. We uphold the highest standards of integrity, foster a collaborative work environment, and prioritize exceptional client service.
At Peak, we believe our team is our most valuable asset. We invest in continuous education and personal growth, ensuring our employees have opportunities to develop professionally. We also understand the importance of work-life balance and offer a competitive benefits package to support our team members.
EEO Statement:
Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.
How To Apply:
Submit your application and resume by applying to this job.
We’re looking for a Fiduciary Investment Relationship Manager to join our investment management team. This role combines portfolio management with client relationship responsibilities, ensuring that investment decisions align with client objectives, trust provisions, and regulatory requirements. You’ll work closely with fiduciary officers and the broader investment team to deliver coordinated, high-quality service while maintaining proactive communication with clients.
Key Responsibilities
- Partner with the Chief Investment Officer and investment department to ensure portfolios are aligned with client objectives and trust terms.
- Maintain compliance with investment policy statements, fiduciary standards, and regulatory requirements.
- Collaborate with fiduciary officers to set appropriate investment objectives and deliver seamless client service.
- Act as a primary or secondary relationship manager for designated client accounts.
- Conduct client meetings, portfolio reviews, and proactive outreach to support client satisfaction and retention.
- Interpret and present performance reports, providing clients with clear explanations of results and strategy.
- Construct, monitor, and rebalance client portfolios in accordance with fiduciary guidelines.
- Partner with administrative and investment departments to enhance the overall client service experience.
- Bachelor’s degree in Finance, Economics, Business, or a related field required.
- CFA, CFP, or progress toward a professional certification strongly preferred.
- 5+ years of experience in investment management, trust services, or a related financial role.
- Strong knowledge of portfolio management, securities analysis, and fiduciary investing.
- Excellent communication skills, with the ability to explain complex investment concepts clearly.
- Proven track record of managing client relationships with professionalism and discretion.
- High commitment to fiduciary duty, compliance, and ethical standards.
We are an independent trust company committed to the well-being of our team members. We uphold the highest standards of integrity, foster a collaborative work environment, and prioritize exceptional client service.
At Peak, we believe our team is our most valuable asset. We invest in continuous education and personal growth, ensuring our employees have opportunities to develop professionally. We also understand the importance of work-life balance and offer a competitive benefits package to support our team members.
EEO Statement:
Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.
How To Apply:
Submit your application and resume by applying to this job.
Top Skills
Finance
Investment Management
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The Company
What We Do
Peak Trust Company, serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust plans.
Peak Trust Company offers the experience and sophistication to help you quickly and accurately establish trusts, backed by easy-to-use trust administration. Unlike traditional banks and trust companies, at Peak Trust Company, your trust is our core business. This enables us to provide a highly customized delivery process tailored to your specific needs and an unbundled service structure; providing everything you need but only what you want.
Peak Trust Company serves as trustee of trusts nationwide, specializing in administration for trusts pursuant to Alaska, Nevada, and Delaware law.
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