Client Relationship Director (Private Wealth)

**Please note: this role is required to be onsite at our Bedford, New Hampshire office**

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.

 

What you’ll do

• You'll serve as the primary contact for clients and their advisors, ensuring exceptional service and communication. 
• You'll manage all aspects of trust administration, from coordinating advisor directions to overseeing tax and compliance filings. 
• You'll drive business development by attending industry events and leading the onboarding of new trust accounts. 
• You'll enhance processes by engaging in training programs to strengthen ...