Chief Trust Officer - Premier Wealth Management Firm | Remote

A highly regarded and established wealth management firm is seeking a Chief Trust Officer to play a pivotal leadership role within its growing fiduciary and wealth planning platform. Known for its sophisticated client base, highly personalized service model, and commitment to multi-generational wealth preservation, the firm provides an exceptional environment for trust professionals who enjoy both client-facing advisory work and strategic leadership.

This Chief Trust Officer will be responsible for leading the firm's trust and fiduciary business while serving as a trusted advisor to high-net-worth and ultra-high-net-worth families. Working closely with wealth advisors, estate planners, attorneys, accountants, and other centers of influence, this individual will help shape the continued growth and evolution of the firm's trust platform while maintaining the highest standards of fiduciary excellence.

The Chief Trust Officer will be responsible for:

• Leading all trust administration, fiduciary oversight, and trust operations activities across the organization.
• Reviewing and evaluating new trust, estate, and fiduciary relationships and presenting recommendations regarding account acceptance.
• Serving as a member of the Trust Committee and providing guidance on fiduciary matters and trust governance.
• Partnering with wealth advisors and planners to deliver sophisticated estate planning, trust, wealth transfer, and tax planning strategies.
• Acting as a trusted advisor to ultra-high-net-worth families on complex fiduciary and estate planning matters.
• Developing and maintaining referral relationships with attorneys, accountants, and other professional advisors.
• Overseeing fiduciary compliance, trust administration best practices, audits, and regulatory matters.
  

The Chief Trust Officer should have the following qualifications:

• 11 -12+ years of experience in trust and estates law, trust administration, fiduciary services, or private wealth management.
• Experience within a trust company, private bank, family office, wealth management firm, or trust and estates practice.
• Deep knowledge of fiduciary administration, estate planning, trust governance, and wealth transfer strategies.
• J.D. required; LL.M. in Taxation, CFP, or similar advanced credentials are a plus.
• Strong relationship management skills with the ability to advise high-net-worth and ultra-high-net-worth families.
• Proven leadership capabilities and an entrepreneurial mindset with a desire to contribute to a growing platform.
  

Company Overview:

The firm offers the opportunity to join a highly respected wealth management organization with a reputation for delivering institutional-quality resources within a boutique, client-centric environment. Professionals benefit from a collaborative culture, direct access to decision makers, and the ability to work closely with sophisticated families on complex planning matters.

Beyond the scope of a traditional trust role, this position provides significant visibility across the organization and the opportunity to influence the strategic direction of the fiduciary business. The platform is well-positioned for continued growth, making this an attractive opportunity for a seasoned trust professional seeking both leadership responsibility and long-term career upside.