Vice President, Trust Services (Fully Remote)

Partner Company; United States; Remoto; USD 204.000 - 240.000; Tempo pieno

Vantaggi offerti da questo lavoro

Remote work flexibility

Medical, dental, vision

401(k) with employer match

Parental leave (8 weeks)

Generous PTO

Descrizione del lavoro

Partner Company is seeking a senior leader to build and scale a comprehensive trust services business. This remote role offers significant ownership and cross-functional influence to drive growth across fiduciary services and client engagement.

You will develop a multi-year strategy, own revenue and budgets, monitor KPIs, and partner with external trust companies. You will also serve as a trust SME, crafting tailored solutions for clients and advisors while guiding the team through influence

Competenze

• 12+ years in trust, estate, or private wealth services.
• Knowledge of directed trusts and multi-state considerations.
• Ability to influence and lead across functions.

Mansioni

• Develop and execute a multi-year strategy, own revenue and budget, and monitor KPIs.
• Manage external trust company partnerships and evaluate fiduciary capabilities.
• Serve as trust subject matter expert and design tailored solutions for clients and advisors.

Conoscenze

Trust leadership

Strategic planning

Cross-functional leadership

Client engagement

Descrizione del lavoro

• Seeking a senior leader to build and scale a comprehensive trust services business.
• Combining fiduciary expertise, commercial leadership, and client engagement to drive growth.
• Remote opportunity offering significant ownership and cross-functional influence.

Key Responsibilities:

• Develop and execute multi-year strategy, own revenue and budget, and monitor KPIs.
• Manage external trust company partnerships and evaluate fiduciary capabilities.
• Serve as trust subject matter expert and design tailored solutions for clients and advisors.

Qualifications:

• At least 12 years of experience in trust, estate, or private wealth services.
• Strong knowledge of directed trusts, trust company relationships, and multi-state considerations.
• Proven ability to lead through influence and collaborate across functions.
• Annual base salary of $204,000-$240,000 with incentive compensation.
• Remote work flexibility and comprehensive medical, dental, and vision coverage.
• 401(k) with employer match, 8 weeks paid parental leave, and generous PTO.

Partner Company

The company is a wealth management firm providing comprehensive trust services and financial solutions. It fosters a collaborative, remote-friendly culture that values cross-functional leadership and strategic growth.