2 relationship manager jobs found in Westerly

Washington Trust Wealth Management is seeking an experienced and detail-oriented Senior Wealth Administrator to support the delivery of exceptional wealth management services to our clients. This role is a key client contact and is responsible for managing complex administrative and operational activities for high-net-worth client relationships, ensuring accuracy, compliance, and exceptional service.  The Senior Wealth Administrator partners closely with Wealth Advisors, Portfolio Managers, middle office and client-facing teams to deliver seamless client experience.    The ideal candidate brings deep knowledge of wealth operations, strong relationship management skills, and the ability to work independently while collaborating across teams.   Key Responsibilities All day to day administration for assigned clients  Administer and service a portfolio of complex wealth management accounts, including trusts, investment accounts, and client portfolios Execute and...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Southern Rhode Island. If you’re an independent, energetic, and sales-driven professional with a passion for helping clients achieve homeownership, we want to hear from you!   Why Washington Trust? Comprehensive product menu and expansive portfolio lending program Access to leadership—your manager and senior management are invested in your success Sales oriented Operations team that will support your business Voted one of the Best Places to Work in RI since 2011 Oldest community bank in the US.  Established in 1800 and still going strong     What You’ll Do Originate mortgage loans and build strong relationships with clients, realtors, and referral partners Market to realtors, builders, and other referral sources Deliver exceptional service throughout the mortgage process Be part of a winning team with access to...