Job description:

This is a confidential search. DO NOT recruit on this without contacting me first.

In this position, you will manage a portfolio of high-net-worth client relationships and administer a range of accounts, including traditional trusts, investment management accounts, charitable trusts, foundations, and endowments, with a primary focus on traditional trust relationships.

A dedicated estate team provides support, and you will oversee estate administration when it is connected to an existing relationship. In addition, junior trust officers assist with onboarding and account terminations, allowing you to remain focused on client relationships and complex administration.

Qualifications:

This is a confidential search. DO NOT recruit on this without contacting me first.

Were looking for a seasoned trust professional who values a collaborative culture, high-quality clients, and the ability to focus on fiduciary excellence without sales expectations in a firm that continues to grow and offers meaningful long-term career advancement.

The qualified candidate will bring significant experience in trust relationship management, typically 10 to 20 years for the VP level and 20+ years for the Sr. VP level. A strong background in administering complex revocable and irrevocable trusts is essential.

Why is This a Great Opportunity:

This is a confidential search. DO NOT recruit on this without contacting me first.

We are partnering with a highly respected, growing wealth management organization seeking an experienced Trust Officer (VP or Sr. VP) to join its team. This is a great opportunity to step into a sophisticated book of business, supported by a strong infrastructure and a culture that values its people.

The firm has experienced significant, steady growth while maintaining an intentionally flat organizational structure. This allows for direct access to leadership, open communication, and the ability to make a meaningful impact. An open-door policy and a genuine commitment to work-life balance create an environment where professionals can thrive both personally and professionally. This role has no sales pressure, so you can focus on relationship management and delivering high-quality fiduciary service.