Fiduciary Investment Relationship Manager
Peak Trust Company
About this role
A Fiduciary Investment Relationship Manager at Peak Trust Company manages client relationships and portfolios, ensuring investment strategies align with client objectives, trust provisions, and regulatory standards. The role involves collaboration with investment and fiduciary teams, conducting client meetings, and overseeing portfolio performance and compliance.
Skills
Qualifications
About Peak Trust Company
peaktrust.comPeak Trust is a fiduciary services firm that provides trust administration, custodial retirement accounts, and estate- and wealth-transfer solutions for individuals, families, advisors, and institutions. Their offerings include trust formation and trustee services, IRA custody and administration, and support for holding a broad range of assets (including real estate and private investments) under a single trust structure. Peak Trust emphasizes experienced fiduciaries, regulatory compliance, and personalized service supported by digital account-management tools to help clients preserve and transition wealth.
About Peak Trust Company
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Peak Trust Company.
Salary
$85k – $110k
per year