Chief Trust Services & Partnerships Leader

Jobgether

United States

Remote

USD 204,000 - 240,000

Full time

6 days ago
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Benefits offered by this job

Remote work
Medical coverage
401(k) plan
Paid holidays
Parental leave
Employee discounts
Pet insurance

Job summary

Jobgether seeks a trusted leader to head Trust Services, directing strategic growth, financial performance, and partner relationships in the U.S. market. You will collaborate with wealth management teams to deliver fiduciary solutions and oversee governance, risk, and client experience.

The role requires deep fiduciary knowledge, a history of leading trust-related businesses, and the ability to influence across functions while driving client value and revenue growth.

Qualifications

  • Extensive experience in trust, estate, or private wealth services with leadership capability.
  • Ability to lead through influence across functions and build external partnerships.
  • Deep fiduciary knowledge with strong commercial judgment and client-facing skills.

Responsibilities

  • Lead strategy and multi-year vision for Trust Services, including offerings and partnerships.
  • Own revenue and budget, reporting performance to senior management.
  • Oversee trust partner selection, contracts, and ongoing management.
  • Design trust solutions for client cases and communicate value to clients and advisors.
  • Drive growth via advisor training, playbooks, and enablement initiatives.
  • Establish workflows and processes for trust intake, transitions, and case management.
  • Provide guidance on complex trust cases and capacity planning.

Skills

Trust leadership
Strategic direction
Partner management
Client solutions
Stakeholder engagement
Communication

Education

Juris Doctor (JD) or equivalent
CTFA
CFP
CTA

Job description

Jobgether seeks a trusted leader to head Trust Services, directing strategic growth, financial performance, and partner relationships in the U.S. market. You will collaborate with wealth management teams to deliver fiduciary solutions and oversee governance, risk, and client experience.

The role requires deep fiduciary knowledge, a history of leading trust-related businesses, and the ability to influence across functions while driving client value and revenue growth.

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