Director of Trust Services

KBW Financial Staffing & Recruiting; Medfield (MA); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Bonus

Job summary

KBW Financial Staffing & Recruiting in Medfield, MA seeks a Director of Trust Services to lead the trust practice, coach officers, manage workflow, and grow relationships with clients and attorneys. The role requires strategic leadership and fiduciary expertise.

Ideal candidate will have 7+ years in fiduciary services and a Bachelor's degree in a related field, with a salary range of $110,000–$125,000 plus bonus and four days onsite.

Qualifications

• Experience as a Trust Officer, fiduciary, or client-facing role.
• Ability to exercise fiduciary judgment in complex beneficiary and trustee relationships.
• 7+ years in fiduciary services, trust operations, or related field.

Responsibilities

• Lead, coach, and develop Trust Officers and Trust Administrators.
• Manage departmental workflow, capacity planning, staffing priorities, and service delivery.
• Establish procedures, workflows, and service standards for operational consistency.
• Develop accountability systems, reporting metrics, and performance measures.
• Maintain trust relationships and provide fiduciary guidance to the team.
• Participate in client meetings and business development opportunities.
• Build and maintain relationships with attorneys, financial advisors, accountants, and other referral sources.

Skills

Trust Officer

Fiduciary

Relationship Management

Leadership

Communication

Education

Bachelor's degree in business/finance/economics/legal studies or related field

Job description

Back Director of Trust Services

Trust Administrator Medfield , Massachusetts Perm 100000 Sep 8, 2026 $100000.00 - $120000.00

A top professional trustee service provider for families, estates have a need for a Director of Trust to help lead and build out the practice in the Norfolk County area. Great Opportunity for someone who is a Trust Officer or Sr. Trust Admin.

Responsibilities

• Lead, coach, and develop Trust Officers, Trust Administrators, and future fiduciary personnel
• Manage departmental workflow, capacity planning, staffing priorities, and service delivery
• Establish and improve procedures, workflows, service standards, and operational consistency
• Develop accountability systems, reporting metrics, and departmental performance measures
• Maintain selected trust relationships and provide fiduciary guidance to team members
• Participate in prospective client meetings and business development opportunities
• Develop and maintain relationships with attorneys, financial advisors, accountants, care managers, and other referral sources

Qualifications

• Experience serving in a Trust Officer, fiduciary, relationship management, or comparable client facing role
• Demonstrated ability to exercise fiduciary judgment and navigate complex beneficiary, trustee, and advisor relationships
• 7+ years of experience in fiduciary services, trust company operations, private wealth management, family office services, or a related field
• Strong communication, leadership, organizational, and problem-solving skills
• Bachelor's degree in business, finance, accounting, economics, legal studies, or a related field, or equivalent experience
• Trusts and estates paralegal experience

Salary $110K-125K + Bonus

4 days onsite

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