Vice President, Trust Services

Added
7 days ago
Type
Full time
Salary
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Related skills

partner management business strategy client solutions operations fiduciary

πŸ“‹ Description

  • Develop and execute a multi-year strategy for Trust Services, defining service offerings
  • Own the business's revenue and budget, reporting financial and operational performance to senior
  • Collaborate with Corporate Development to identify and develop strategic relationships.
  • Establish and monitor key performance indicators, including assets under trusteeship, trust
  • Lead the selection, contracting, and ongoing management of independent trust companies acting as
  • Manage requests for proposals, partner transitions, and relationship development.

🎯 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.
  • Demonstrated ability to lead through influence and collaborate across multiple functions.
  • Strong knowledge of directed and delegated trust structures, trust company relationships, and
  • Experience evaluating and managing external trust providers and fiduciary partnerships.
  • Strong trust case design and consulting skills, including the ability to work directly with

🎁 Benefits

  • Annual base salary: $204,000–$240,000 USD, depending on location, experience, education, skills
  • Incentive compensation: Eligibility for additional incentive compensation through the company's
  • Remote work: Flexibility to work remotely from a dedicated home office or in a professional office
  • Medical coverage: Three Cigna medical plan options, including two high-deductible plans and a
  • Health savings account: Employer contributions for eligible employees enrolled in a high-deductible
  • Dental and vision: Two comprehensive dental plan options and vision insurance.
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