VP, Trust Officer - UHNW Wealth Advisory Leader

Victus Search Limited; Sarasota (FL); On-site; USD 180,000 - 250,000; Full time

Job summary

Victus Search Limited in Florida (Sarasota or Venice) seeks an accomplished Vice President, Trust Officer to lead complex trust and estate relationships for UHNW families, delivering bespoke fiduciary solutions with integrity and personalised service.

You will advise wealthy clients and their advisers, shape estate and wealth transfer strategies, and contribute to business development while providing leadership within the firm.

Qualifications

• 10+ years of trust and estate administration experience.
• Deep expertise in complex fiduciary structures and wealth transfer planning.
• Proven ability to manage sophisticated UHNW client relationships.
• Strong business development and referral network capabilities.
• CTFA preferred; CFP, CPA or JD advantageous.

Responsibilities

• Oversee complex trust and estate relationships for UHNW families.
• Advise clients and their advisers to align wealth strategies.
• Contribute to business development initiatives and growth.
• Provide leadership within the fiduciary team.

Skills

Trust & Estate Administration

UHNW Client Relationships

Wealth Transfer Planning

Business Development

Fiduciary Expertise

Education

CTFA

CFP

CPA

JD

Job description

Victus Search Limited in Florida (Sarasota or Venice) seeks an accomplished Vice President, Trust Officer to lead complex trust and estate relationships for UHNW families, delivering bespoke fiduciary solutions with integrity and personalised service.

You will advise wealthy clients and their advisers, shape estate and wealth transfer strategies, and contribute to business development while providing leadership within the firm.