VP, Trust Services & Fiduciary Leadership

Mercer Advisors Inc.; United States; Hybrid; USD 204,000 - 240,000; Full time

Benefits offered by this job

Health Insurance

401(k) Matching

Paid Holidays

Dental & Vision

Parental Leave

Job summary

Mercer Advisors is seeking a Vice President, Trust Services to lead and grow our outsourced corporate trustee relationships and deliver trusted solutions to advisors and clients. This senior role partners with Legal, Compliance, Investment Strategy, and Corporate Development to ensure strategic alignment and service excellence.

You will drive revenue, manage budgets, and oversee the Trust Operations team as it moves under Client Service.

Qualifications

• 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.

Responsibilities

• 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 regularly.
• Lead selection, contracting, and ongoing management of independent trust companies serving as trustees; maintain due diligence and transition plans.

Skills

Trust leadership

Multi-state trust

Client-facing

Relationship management

Strategic planning

Budget ownership

Education

JD, CF T A, CFP, CTA preferred

Job description

Mercer Advisors is seeking a Vice President, Trust Services to lead and grow our outsourced corporate trustee relationships and deliver trusted solutions to advisors and clients. This senior role partners with Legal, Compliance, Investment Strategy, and Corporate Development to ensure strategic alignment and service excellence.

You will drive revenue, manage budgets, and oversee the Trust Operations team as it moves under Client Service.