VP/Sr VP Trust Officer
About the Role
You will manage a portfolio of high-net-worth client relationships and administer a range of accounts, including traditional trusts, investment management accounts, charitable trusts, foundations, and endowments, with a primary focus on traditional trust relationships. A dedicated estate team provides support, and you will oversee estate administration when it is connected to an existing relationship. Junior trust officers assist with onboarding and account terminations, allowing you to remain focused on client relationships and complex administration.
Responsibilities
- Manage a portfolio of high-net-worth client relationships
- Administer traditional trusts, investment management accounts, charitable trusts, foundations, and endowments
- Oversee estate administration for existing relationships
- Focus on client relationships and complex trust administration
Requirements
- Significant experience in trust relationship management (10–20 years for VP level, 20+ years for Sr. VP level)
- Strong background in administering complex revocable and irrevocable trusts
- Appreciation for a collaborative culture and high-quality clients
- Commitment to fiduciary excellence without sales expectations
Why This Opportunity
This role offers the chance to step into a sophisticated book of business within a highly respected, growing wealth management organization. The firm provides a strong infrastructure and a culture that values its people, with an intentionally flat organizational structure allowing direct access to leadership and open communication. There is no sales pressure, enabling a focus on relationship management and delivering high-quality fiduciary service. The firm also emphasizes work-life balance, fostering an environment where professionals can thrive both personally and professionally.