Senior Vice President, Senior Trust Officer

Senior Vice President, Senior Trust Officer

About the Company

Trusted advisor managing complex fiduciary, trust, and wealth planning relationships.

Industry
Financial Services

Type
Privately Held

About the Role

The Company is in search of a Senior Vice President, Trust Officer with a strong background in fiduciary relationships and a focus on high-net-worth individuals and multi-generational families. The successful candidate will be responsible for leading the administration of complex trust, estate, and wealth planning matters, serving as a trusted advisor, and inheriting an established portfolio. This role demands a professional with deep fiduciary expertise, sound judgment, emotional intelligence, and the ability to navigate nuanced family dynamics with discretion. The Senior Vice President, Trust Officer will also be expected to mentor and lead trust administration staff, collaborate with a team of wealth advisors, portfolio managers, attorneys, CPAs, and retirement specialists, and contribute to business development by expanding fiduciary relationships within the market. Applicants for this position at the company should be prepared to demonstrate a consultative approach to client management, a talent for solving complex problems, and a genuine passion for providing advice to sophisticated clients. The role is not for the faint of heart; it requires a candidate who can balance technical expertise with authentic relationship management and is adept at working in a highly team-oriented environment. The ideal candidate will have a Bachelor's degree and a background in executive management, particularly in the areas of accounting, finance, or insurance. Business development acumen is also a key requirement, as the role involves cultivating and expanding fiduciary relationships.

Travel Percent
Less than 10%

Functions

• Finance