Vice President, Trust Services (Fully Remote)

Mercer Advisors Inc.; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Mercer Advisors is a leading independent fiduciary firm serving families across the United States with integrated planning, investment, tax, estate, and insurance services. We empower clients to manage their financial lives with clarity and confidence.

The Trust Solutions & Advisory group owns multi-year strategy and client outcomes, partnering with advisors and attorneys to design solutions, measure success, and drive adoption of trust services. This role anchors that effort nationwide.

Responsibilities

• Own the multi-year Trust Services strategy, revenue, and budget with a clear capability roadmap.
• Establish and report key metrics including assets under trusteeship, trust count, and client satisfaction.
• Act as the trust subject matter expert for advisors, clients, and estate attorneys.
• Design trust solutions and lead client meetings to drive adoption of trust services.

Job description

• Own the multi-year Trust Services strategy, revenue, and budget with a clear capability roadmap.
• Establish and report key metrics including assets under trusteeship, trust count, and client satisfaction.

Trust Solutions & Advisory:

• Act as the trust subject matter expert for advisors, clients, and estate attorneys.
• Design trust solutions and lead client meetings to drive adoption of trust services.

Why Mercer Advisors:

• We are an independent fiduciary ranked #1 RIA by Barron's for two consecutive years.
• We offer a flexible remote environment and a culture where more than half of our team are women.

Mercer Advisors is an independent fiduciary helping families manage their financial lives through integrated planning, investment, tax, estate, and insurance services. With over 42,800 families served and ranked #1 RIA by Barron's, the firm offers a flexible, national workplace where more than half of employees are women.