Vice President, Trust Services Remote (anywhere in United States)

The Company is seeking a Vice President, Trust Services, to build and lead its trust solutions business. The role sets the multi-year strategy, manages revenue and budgets, develops strategic partnerships with independent trust companies, and monitors performance through business metrics. The Vice President advises wealth management teams and clients on trust solutions, designs trust arrangements in coordination with estate attorneys, and drives adoption and growth through training and business development. The role also oversees service workflows and client experience, resolves escalated issues, and provides business direction to the Trust Operations team in partnership with Client Service leadership. Candidates should have at least 12 years of experience in trust, estate, or private wealth services, including experience building or running a trust or fiduciary-related business and leading across teams. Strong knowledge of directed and delegated trust structures, trust company relationships, and multi-state trust considerations is required. The position calls for excellent trust case design and client-facing skills, including experience working with advisors, clients, and estate attorneys. A JD, CTFA, CFP, or CTA is preferred.

Hiring Company

Mercer Global Advisors