Vice President, Trust Services

Ladders; United States; Teletrabalho; USD 204 000 - 240 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Life & AD&D insurance

Disability insurance

Medical plan options

HSA contributions

Paid holidays

Paid time off

Parental leave

Resumo da oferta

Ladders seeks a Vice President, Trust Services to shape the strategic direction of a high-visibility trust services function supporting a sophisticated wealth management business. The role owns the service model, partner strategy, and operational framework for trust solutions delivered to clients and advisors.

This remote leadership position combines business ownership, client-facing expertise, and cross-functional partnership to drive revenue, service quality, and scalable execution.

Qualificações

• 12+ years of trust, estate, or private wealth services experience.
• Experience building or running a trust or fiduciary-related business.
• Familiarity with directed and delegated trust structures and multi-state trust considerations.
• Strong client-facing skills, particularly in meetings with advisors and estate attorneys.
• JD, CTFA, CFP, or CTA preferred.

Responsabilidades

• Set the multi-year strategy for Trust Services, including service scope and partner model.
• Own Trust Services revenue and budget, and report results to senior management.
• Lead the selection and management of independent trust companies serving as trustees.
• Evaluate partners based on trust powers, fee structures, and service levels.
• Serve as the trust subject matter expert for wealth management teams and clients.
• Define workflows and systems supporting Trust Services operations.
• Provide direction and support to the Trust Operations team.

Conhecimentos

Strategic leadership

Client-facing experience

Trust/estate wealth services

Cross-functional collaboration

Business development / revenue

Formação académica

JD, CTFA, CFP, or CTA preferred

Descrição da oferta de emprego

For our client, we are seeking a Vice President, Trust Services to join the team of a leader in the Finance & Insurance space.

This leader will shape the strategic direction of a trust services function that supports a sophisticated wealth management business. The role will own the service model, partner strategy, and operational framework for trust solutions delivered to clients and advisors. It is a high-visibility leadership position that combines business ownership, client-facing expertise, and cross-functional partnership to drive revenue, service quality, and scalable execution.

Location: Remote

Compensation: $204,000 – $240,000 annually

Responsibilities

• Set the multi-year strategy for Trust Services, including service scope and partner model
• Own Trust Services revenue and budget, and report results to senior management
• Lead the selection and management of independent trust companies serving as trustees
• Evaluate partners based on trust powers, fee structures, and service levels
• Serve as the trust subject matter expert for wealth management teams and clients
• Define workflows and systems supporting Trust Services operations
• Provide direction and support to the Trust Operations team

Qualifications

• 12+ years of experience in trust, estate, or private wealth services
• Experience building or running a trust or fiduciary-related business
• Familiarity with directed and delegated trust structures and multi-state trust considerations
• Strong client-facing skills, particularly in meetings with advisors and estate attorneys
• JD, CTFA, CFP, or CTA preferred

Benefits

• Company paid basic life & AD&D insurance
• Company paid short-term and long-term disability insurance
• Three medical plan offerings and Kaiser plans in California
• Health Savings Account (HSA) with company contributions
• 14 company paid holidays, including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Paid parental leave and adoption assistance reimbursement program

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.