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Vice President of Trust Services

Location: Remote
Compensation: To Be Discussed
Reviewed: Fri, Oct 23, 2026
This job expires in: 28 days

Job Summary

Leading the trust solutions business remotely, the full-time Vice President of Trust Services will manage corporate trustee relationships, oversee revenue and budget accountability, and collaborate with advisors and clients on trust cases.

Key responsibilities
  • Set and execute the multi-year strategy for Trust Services, including revenue management and partner relationships
  • Lead the selection and ongoing management of independent trust companies, ensuring compliance with service level commitments
  • Serve as the trust subject matter expert, designing trust solutions and conducting meetings with clients and advisors
Required qualifications
  • 12+ years of experience in trust, estate, or private wealth services
  • Proven track record in building or managing a trust or fiduciary-related business
  • Familiarity with directed and delegated trust structures and multi-state trust considerations
  • Strong client-facing skills, including experience working with advisors and estate attorneys
  • Preferred qualifications include JD, CTFA, CFP, or CTA certifications

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