Vice President, Trust Services
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Benefits offered by this job
Job summary
Mercer Advisors in the United States seeks a Vice President, Trust Services to lead and scale outsourced corporate trustee relationships, partnering with advisors, clients, and Legal/Compliance to deliver comprehensive trust solutions.
This senior role owns revenue, budget, and strategic roadmaps, directs Trust Operations, and collaborates across Legal, Tax, and Investment Strategy to drive growth and client satisfaction.
Qualifications
- 12+ years in trust, estate, or private wealth services.
- Experience building or running a trust or fiduciary-related business.
- Experience with directed and delegated trust structures and multi-state considerations.
Responsibilities
- Set multi-year strategy for Trust Services and define the roadmap for new strategic relationships.
- Own Trust Services revenue and budget; report results to senior management.
- Lead trust partner management, including RFPs, transitions, and performance reviews.
- Serve as trust SME for wealth management teams, clients, prospects, and advisors.
- Define workflows and systems for Trust Services; escalate and resolve servicing issues.
- Lead the Trust Operations team and coordinate with Client Service leadership on execution.
Skills
Education
Job description
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests - always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent - wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
The Vice President, Trust Services is a senior, hands-on leader who builds and runs Mercer Advisors' trust solutions business. The role owns our outsourced corporate trustee relationships, works directly with advisors and clients on trust cases, and carries revenue and budget accountability for Trust Services. The Vice President draws on the trust companies' service teams and on Legal, Compliance, Investment Strategy, and Corporate Development to deliver the work. The Vice President serves as the business leader for direction and support to the Trust Operations team, which is moving to the Client Service organization.
- Set the multi-year strategy for Trust Services, including service scope, partner model, and capability roadmap.
- Own Trust Services revenue and budget, and report results to senior management.
- Define the roadmap for new strategic relationships with Corporate Development.
- Establish key metrics (assets under trusteeship, trust count, revenue, pipeline, cycle times, client satisfaction, partner service levels) and report them on a regular cadence.
- Lead selection, contracting, and ongoing management of independent trust companies serving as current and successor trustees, including RFPs and partner transitions.
- Evaluate partners on trust powers in key jurisdictions (such as SD, DE, NV, WY), fee structure, investment arrangements, technology, and service levels.
- Hold partners to service level commitments through scorecards and quarterly business reviews.
- Maintain due diligence files and a transition plan for each partner, with Legal and Compliance.
- Serve as the trust subject matter expert for wealth management teams, clients, prospects, and centers of influence, articulating the Mercer Advisors value proposition.
- Design trust solutions on advisor cases, including structure review with clients' estate attorneys.
- Lead trust meetings with clients and prospects alongside advisors.
- Build adoption of trust solutions with wealth management teams through training, case studies, and playbooks.
- Develop and execute the growth strategy for trust solutions, including pipeline management and sales initiatives.
- Define the workflows, procedures, and systems that support Trust Services, including new trust intake and partner handoffs.
- Serve as the escalation point for partner and client servicing issues.
- Conduct periodic reviews of clients served by Trust Services with wealth advisors to maintain client satisfaction.
- Coordinate across departments on trust matters.
- Report to senior management on volume, productivity, revenue, and business development.
- Serve as the business leader for the Trust Operations team, which is moving to the Client Service organization, providing direction and support.
- Set business priorities, service standards, and workflows for trust intake, partner handoffs, and case management, and partner with Client Service leadership on execution.
- Provide trust expertise and decisions on complex cases and partner questions that the team escalates.
- Review volume, cycle times, and client and advisor feedback with the team and Client Service leadership to guide improvements and capacity needs.
- 12+ years in trust, estate, or private wealth services.
- Experience building or running a trust or fiduciary-related business, including leading through influence across teams.
- Experience with directed and delegated trust structures, trust company relationships, and multi-state trust considerations.
- Strong case design and client-facing skills, including meetings with advisors, clients, and estate attorneys.
- JD, CTFA, CFP, or CTA preferred.
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
Application Deadline: The initial deadline for applications is 11/6/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medic
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