• Support the Trust Consulting team with fiduciary expertise and relationship management • Support introductory discussions with beneficiaries, advisors and co-trustees during the prospecting stage • Ensure business development activities accurately represent PTC's fiduciary role and responsibilities • Support warm handoff processes for business PTC must decline to preferred vendors and referral partners, connecting advisors to the right tools, products and solutions • Foster strong partnerships with LPL advisors, balancing their interests with PTC's fiduciary obligations while serving as escalation point for challenging conversations • Effectively manage an ambassador program for LPL advisors that are new to trust, introducing them to PTC's fiduciary obligations and how PTC works with LPL advisors and vice versa • Proactively identify and address contingencies early in the prospecting process • Manage the process of document amendments and trustee changes within legal boundaries • Provide fiduciary guidance to beneficiaries and advisors without crossing into unauthorized practice of law • Coordinate with external legal counsel when necessary to resolve document and appointment issues • May serve as primary relationship manager for a limited book of PTC's most complex accounts • As needed, handle trusts with sophisticated structures, challenging beneficiary dynamics, or unique asset compositions with support from trust administrators and specialists • Provide high-touch service to valuable and high-profile advisor relationships requiring exceptional attention • Act as a bridge between technical trust administration and advisor and beneficiary facing communication • Deliver a white glove relationship management experience • Drive increased advisor engagement and satisfaction