VP, Trust Services & Strategic Growth

Remote; San Francisco (CA); Sur place; USD 260 000 - 450 000; Plein temps

Résumé du poste

Mercer Advisors in the United States seeks a seasoned Vice President of Trust Services to lead outsourced corporate trustee relationships and oversee trust cases with advisors and clients. This role carries revenue and budget accountability and collaborates with Legal, Compliance, Investment Strategy, and Corporate Development to deliver value.

The position directs the Trust Operations team, sets priorities, defines service standards, and ensures effective trust intake and partner handoffs.

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.

Responsabilités

• 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 on a regular cadence.
• Lead selection, contracting, and ongoing management of independent trust companies serving as current and successor trustees, including RFPs and partner transitions.
• Evaluate partners on trust powers in key jurisdictions (such as SD, DE, NV, WY), fee structure, investment arrangements, technology, and service levels.
• Hold partners to service level commitments through scorecards and quarterly business reviews.
• Maintain due diligence files and a transition plan for each partner, with Legal and Compliance.
• Serve as the trust subject matter expert for wealth management teams, clients, prospects, and centers of influence, articulating the Mercer Advisors value proposition.
• Design trust solutions on advisor cases, including structure review with clients’ estate attorneys.
• Lead trust meetings with clients and prospects alongside advisors.
• Build adoption of trust solutions with wealth management teams through training, case studies, and playbooks.
• Develop and execute the growth strategy for trust solutions, including pipeline management and sales initiatives.
• Define the workflows, procedures, and systems that support Trust Services, including new trust intake and partner handoffs.
• Serve as the escalation point for partner and client servicing issues.
• Conduct periodic reviews of clients served by Trust Services with wealth advisors to maintain client satisfaction.
• Coordinate across departments on trust matters.
• Report to senior management on volume, productivity, revenue, and business development.
• Serve as the business leader for the Trust Operations team, which is moving to the Client Service organization, providing direction and support.
• Set business priorities, service standards, and workflows for trust intake, partner handoffs, and case management, and partner with Client Service leadership on execution.
• Provide trust expertise and decisions on complex cases and partner questions that the team escalates.
• Review volume, cycle times, and client and advisor feedback with the team and Client Service leadership to guide improvements and capacity needs.

Connaissances

Trust expertise

Estate planning

Leadership

Client advisory

JD/CFP/CTFA CTA

Formation

JD/CTFA/CFP/CTA

Description du poste

Mercer Advisors in the United States seeks a seasoned Vice President of Trust Services to lead outsourced corporate trustee relationships and oversee trust cases with advisors and clients. This role carries revenue and budget accountability and collaborates with Legal, Compliance, Investment Strategy, and Corporate Development to deliver value.

The position directs the Trust Operations team, sets priorities, defines service standards, and ensures effective trust intake and partner handoffs.