Fiduciary Investment Relationship Manager

Peak Trust CompanyLas Vegas, NV

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Overview

Schedule

Full-time

Career level

Director

Benefits

Paid Vacation

Health & Wellness Programs

Job Description

OverviewWe’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.

Qualifications

Bachelor’s degree in Finance, Economics, Business, or a related field preferred.
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.

Why Work for Peak Trust Company?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:Apply for this job by submitting your application and resume.

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FAQs About Fiduciary Investment Relationship Manager Jobs at Peak Trust Company

What is the work location for this position at Peak Trust Company?

This job at Peak Trust Company is located in Las Vegas, NV, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Peak Trust Company?

Employer has not shared pay details for this role.

What employment applies to this position at Peak Trust Company?

Peak Trust Company lists this role as a Full-time position.

What experience level is required for this role at Peak Trust Company?

Peak Trust Company is looking for a candidate with "Director" experience level.

What is the process to apply for this position at Peak Trust Company?

You can apply for this role at Peak Trust Company either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.