VP – Senior Trust Officer

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🗻 New Hampshire, Minnesota – Remote

🗻 New Hampshire – Remote ❄️ Minnesota – Remote

⏰ Full Time

🟠 Senior

👔 Vice President

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CETERA

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2021

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

CETERA is a wealth-management and financial services platform that provides broker-dealer, advisory, technology and practice-management solutions to independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. The company emphasizes B2B partnership models—white-glove onboarding, proprietary client-facing platforms, marketing and growth programs, and operational support—designed to help advisors transition assets, scale their businesses, and enhance client engagement. Cetera positions itself as a growth-focused partner and a technology-enabled “wealth hub” rather than a consumer-facing retail firm.

📋 Description

• Develop and strengthen personalized, professional relationships with CTC clients and financial advisors. • Administer trust accounts according to trust documents and relevant state and federal law, including distributions, annual reviews, and broad trust oversight. • Review and facilitate new business development, gather account information, request asset due diligence, assess authorized parties, and recommend account acceptance. • Participate in new client and financial advisor meetings during the new business process. • Onboard new accounts by establishing relationships, conducting initial account reviews, and preparing proposals. • Partner with the CTC new business development team on individual cases and broader product strategies. • Deliver client experiences in collaboration with client advisory, trust administration, new business, operations, and compliance teams. • Oversee tax accounting activities related to individual and fiduciary tax planning and tax return preparation. • Participate in developing and launching new products and platforms, including a Directed Trust option. • Mentor and educate other trust officers within CTC.

🎯 Requirements

• Bachelor’s degree or CTFA designation • Minimum of 10 years of applicable and relevant experience in trust administration • Demonstrated proficiency serving as a trust officer and deep familiarity with applicable trust administration rules and regulations • Working knowledge of applicable trust administrative policies and procedures • Strong organizational, attention-to-detail, and analytical abilities • Effective problem-solving and decision-making abilities while working independently and as part of a team • Strong communication skills for educating others about trusteeship and the Directed Trust model • Knowledge of positive and negative trust attributes and resulting trustee responsibilities • Experience with Microsoft Suite applications: Excel, Word, Outlook, SharePoint, and Access • Knowledge of trust reporting software such as SEI SWP, SAP Business Objects, other trust accounting systems, and trading platforms • Excellent customer service skills • Ability to recognize and proactively troubleshoot problematic trustee/beneficiary relationships • Up to 5% travel

🏖️ Benefits

• Remote work arrangement • Up to 5% travel