Vice President, Trust Services
New
J
JobgetherTrust services
Remote; based in the United StatesFull-TimeVp
SalaryAnnual base salary: $204,000–$240,000 USD
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Job Details
- Experience
- At least 12 years of experience in trust, estate, or private wealth services.
Requirements
- At least 12 years of experience in trust, estate, or private wealth services.
- Experience building, managing, or leading a trust or fiduciary-related business.
- Strong knowledge of directed and delegated trust structures, trust company relationships, and multi-state trust considerations.
- Experience evaluating and managing external trust providers and fiduciary partnerships.
- Trust case design and consulting skills, including direct work with clients, wealth advisors, and estate attorneys.
- Ability to develop business strategies, manage budgets and revenue, monitor performance metrics, and support growth initiatives.
- Ability to lead through influence and collaborate across multiple functions.
- Strong organizational and analytical skills, including ability to oversee complex cases and improve operational processes.
- JD, CTFA, CFP, or CTA designation preferred.
Responsibilities
- Develop and execute a multi-year Trust Services strategy, including service offerings, partnership models, and future capabilities.
- Own revenue and budget, report performance, and establish and monitor business KPIs.
- Select, contract with, and manage independent trust companies, including partner transitions and relationship development.
- Evaluate partners based on fiduciary powers, fees, investment arrangements, technology, and service quality.
- Advise wealth management teams, clients, prospects, and professional partners on trust solutions.
- Design trust solutions for individual client cases in coordination with clients and their estate attorneys.
- Lead trust-related client and prospect meetings alongside wealth advisors and support advisor training and business development.
- Establish workflows and systems for trust intake, partner handoffs, and ongoing case management.
- Resolve complex partner and client servicing issues and coordinate trust matters across departments.
- Provide business direction to Trust Operations and define priorities, service standards, and workflows with Client Service leadership.
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