Role Overview:
- Seeking a senior leader to build and scale a comprehensive trust services business.
- Combining fiduciary expertise, commercial leadership, and client engagement to drive growth.
- Remote opportunity offering significant ownership and cross-functional influence.
Key Responsibilities:
- Develop and execute multi-year strategy, own revenue and budget, and monitor KPIs.
- Manage external trust company partnerships and evaluate fiduciary capabilities.
- Serve as trust subject matter expert and design tailored solutions for clients and advisors.
Qualifications:
- At least 12 years of experience in trust, estate, or private wealth services.
- Strong knowledge of directed trusts, trust company relationships, and multi-state considerations.
- Proven ability to lead through influence and collaborate across functions.
Benefits:
- Annual base salary of $204,000-$240,000 with incentive compensation.
- Remote work flexibility and comprehensive medical, dental, and vision coverage.
- 401(k) with employer match, 8 weeks paid parental leave, and generous PTO.
Partner Company
The company is a wealth management firm providing comprehensive trust services and financial solutions. It fosters a collaborative, remote-friendly culture that values cross-functional leadership and strategic growth.