Senior Trust Officer & Team Lead

New Covenant Trust Company; Jeffersonville (IN); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Five weeks PTO

Health insurance

Pension plan

Hiring bonus

Job summary

New Covenant Trust Company in Jeffersonville, IN is seeking a Senior Trust Officer & Team Lead to guide a Trust Officer group and oversee trust administration activities on a national scale. This hybrid role requires a JD and 5+ years of experience in trust or estate planning, with strong knowledge of trust, IRA and investment management rules.

You will lead teams, set performance goals, collaborate with Client Engagement on onboarding, and shape operations policies.

Qualifications

• JD required
• 5+ years experience in trust company or estate planning
• Strong knowledge of trust, IRA, and investment management law and regulation
• Expertise in estate planning, trust taxation, and charitable giving strategies
• Leadership ability and strategic vision
• LLM, CPA, or CTFA a plus (LLM or CPA holders eligible for hiring bonus)

Responsibilities

• Lead, supervise, and support a team of Trust Officers
• Set team and individual performance goals and track outcomes
• Partner with Client Engagement for new business onboarding
• Help shape policies behind trust operations
• Serve as alternate contact for select client relationships

Skills

Leadership

Trust law

Estate planning

IRA knowledge

Regulatory compliance

Education

Juris Doctor (JD)

LLM/CPA/CTFA (bonus)

Job description

Senior Trust Officer & Team Lead | Jeffersonville, IN (Hybrid)

New Covenant Trust Company (NCTC) is a full-service trust, investment management, and financial planning firm, and a subsidiary of the Presbyterian Foundation, a charitable foundation with roots stretching back over 200 years. We help churches, church institutions, and individual church members act as faithful stewards of their investments. Our assets under management have grown from $47 million to over $900 million over the past decade, and we're continuing to expand.

We're looking for a Senior Trust Officer & Team Lead to lead our Trust Officer team and oversee trust administration activities nationally, covering charitable trusts, personal trusts, IRAs, and investment management accounts.

What you'll do:

• Lead, supervise, and support a team of Trust Officers
• Set team and individual performance goals and track outcomes
• Partner with our Client Engagement team on new business acceptance and onboarding
• Help shape the policies and procedures behind our trust operations
• Serve as an alternate point of contact for select client relationships

What you'll bring:

• Juris Doctor (JD) required
• 5+ years of experience in a trust company or trust and estate planning practice
• Strong knowledge of trust, IRA, and investment management law and regulation
• Expertise in estate planning, trust taxation, and charitable giving strategies
• Demonstrated leadership ability and strategic vision
• LLM, CPA, or CTFA a plus (LLM or CPA holders are eligible for a hiring bonus)

Compensation:

$150,000-$175,000 base, plus a hiring bonus of up to $15,000 for candidates holding an active LLM or CPA. Beyond salary, this role includes a strong benefits package: five weeks of paid time off starting day one (separate from our full holiday calendar), family health insurance valued at over $30,000 annually with minimal employee cost, a pension plan, and paid FMLA.

This is a hybrid role based in Jeffersonville, IN (Louisville metro), and we're also open to candidates in the Indianapolis, Cincinnati, or Nashville areas.