Senior Trust Officer
A growing wealth management platform is seeking a seasoned Senior Trust Officer to provide fiduciary leadership and oversee the administration of complex trust and agency relationships. This individual will serve as a trusted advisor to high-net-worth individuals, families, business owners, and beneficiaries, delivering sophisticated wealth transfer, estate planning, and fiduciary solutions.
The ideal candidate will possess strong technical fiduciary expertise, exceptional relationship management skills, and a client-first mindset. This role works closely with wealth advisors, attorneys, accountants, and other professionals to help clients preserve, grow, and transfer wealth across generations while ensuring sound trust administration and regulatory compliance.
Key Responsibilities
Fiduciary Advisory & Trust Expertise
- Act as a subject matter expert in fiduciary administration, trust services, estate planning, and related wealth management matters.
- Collaborate with wealth advisors and internal partners to develop customized solutions for clients with complex financial and estate planning needs.
- Provide fiduciary guidance and support to both clients and internal team members.
- Stay current on industry trends, fiduciary best practices, and regulatory developments affecting trust administration.
Trust Administration
- Administer a portfolio of trust, estate, and agency accounts in accordance with governing documents, regulatory requirements, and internal policies.
- Review and interpret trust agreements, wills, and other legal documents to ensure proper administration.
- Identify fiduciary, tax, estate, and risk-related issues and coordinate appropriate solutions.
- Exercise sound judgment in carrying out fiduciary responsibilities and managing complex trust matters.
Client Relationship Management
- Partner with wealth management professionals to retain and expand client relationships.
- Maintain ongoing communication with clients, beneficiaries, attorneys, accountants, and other trusted advisors.
- Review estate planning documents and provide recommendations that align with client objectives.
- Anticipate evolving client needs and deliver proactive, high-touch service.
- Build trust and credibility with multigenerational families and affluent clients.
Risk Management & Compliance
- Ensure fiduciary accounts are administered in compliance with applicable laws, regulations, and internal standards.
- Help mitigate legal, operational, and reputational risks through diligent account oversight.
- Maintain complete accountability for assigned relationships and delegated responsibilities.
- Uphold the highest level of professionalism, ethics, and fiduciary care.
Business Development & Team Leadership
- Support business development efforts by identifying opportunities to deepen client relationships and expand fiduciary services.
- Participate in client reviews and prospect meetings as the fiduciary specialist.
- Cultivate referral relationships with attorneys, accountants, consultants, and other centers of influence.
- Provide guidance, coaching, and leadership to support staff and trust administration professionals as needed.
- Contribute to team goals and overall growth initiatives within the wealth management division.
Qualifications
- 5+ years of experience in trust administration, fiduciary services, estate planning, private wealth, or a related field.
- Strong knowledge of trust and estate administration, fiduciary principles, and wealth transfer strategies.
- Demonstrated success working with high-net-worth individuals and multigenerational families.
- Excellent communication, relationship-building, and client service skills.
- Ability to analyze complex trust and estate matters while balancing risk management and client objectives.
- CTFA designation preferred; candidates pursuing the designation will be considered.
- JD, CFP®, CPA, or other advanced professional designation is a plus.
- Self-motivated professional with a passion for helping clients achieve their long-term financial and legacy planning goals.
- Bilingual English/Spanish communication skills are strongly preferred, with the ability to effectively serve Spanish-speaking clients and their families.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.