Relationship Manager – Trust and Custody (Remote)

What You'll Do:

In our Institutional Trust and Custody Customer Care team, the role of Relationship Manager – Principal Custody Solutions develops lasting relationships with advisors, plan sponsors, finance contacts, trustees, and third-party administrators that are in our institutional space. This role is the strategic partner to our clients to provide scalable solutions that meet business goals of retention and growth. 

 

 Here are few examples of the kinds of things you’ll do: 

• Collaborate with the plan sponsor and the consultant on plan goals, investments, plan operations/financial reporting. 

• Identify opportunities to expand your client relationships by identifying additional products/services to help our clients achieve their goals. 

• Relationship plan reviews for your book of business highlighting best practices and technology solutions. 

• Building and cultivating relationships with key decision makers and C-Suite executives. 

• Highly responsive to client inquiries and problem solving. 

• Leading client projects with successful implementation. 

 

If you are interested in joining a premier provider, apply today! 

Who You Are:

• Bachelors degree or 8 years of equivalent experience and 6+ years of experience in both DB and DC products. 
• Deep Trust and Custody experience strongly preferred for both retirement and non-retirement assets 
• Knowledge of the Truist book of business and client servicing expectations is highly preferred.
• Post-graduate study resulting in an MA, MS or MBA degree, preferred. 
• Relationship management experience required, and sales related experience preferred. 
• Must possess excellent leadership, negotiation, organizational, problem solving, persuasive oral/written communication, experience in working with committees and strong presentation skills. 
• Demonstrate experience building client relationships at all levels but especially at the key decision maker (KDM) level.  Building and delivering a strategy for your client base. 
• Expertise in working with client base in a virtual environment. 
• Effectively dealing with ambiguity and managing change. 
• Proven experience selling or influencing multiple decision makers.  

Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $104400 - $187200 / year Time Off Program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible: Yes Additional Information:

Location

 

This role is a remote position.

 

Work Authorization/Sponsorship

 

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

 

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

 

Investment Code of Ethics

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

 

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

 

Principal is an Equal Opportunity Employer

 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 3/27/2026 Latest Post Date: Careers - US: 3/27/2026

LinkedIn Remote Hashtag

: #LI-Remote