Vice President, Trust Services

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $204k - $240k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 0%

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• 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 and regularly report key metrics including assets under trusteeship, trust count, revenue, pipeline, cycle times, client satisfaction, and partner service levels • Lead selection, contracting, and ongoing management of independent trust companies serving as current and successor trustees • Evaluate trust partners on jurisdictional trust powers, fees, investment arrangements, technology, and service levels • Manage partner scorecards, quarterly business reviews, due diligence files, and transition plans • Serve as trust subject matter expert for wealth management teams, clients, prospects, and centers of influence • Design trust solutions and review structures with clients’ estate attorneys • Lead trust meetings with clients and prospects alongside advisors • Build adoption through training, case studies, and playbooks • Develop and execute growth strategy, pipeline management, and sales initiatives • Define workflows, procedures, and systems for new trust intake and partner handoffs • Serve as escalation point for partner and client servicing issues • Review client relationships with wealth advisors to maintain satisfaction • Coordinate across departments on trust matters • Report volume, productivity, revenue, and business development to senior management • Provide business leadership, priorities, service standards, workflows, expertise, and support to the Trust Operations team and Client Service leadership

🎯 Requirements

• 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 • Availability during standard business hours Monday through Friday, 8AM to 5PM • Ability to work early or late hours when needed to meet business tasks and deadlines

🏖️ Benefits

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care • 14 Company Paid Holidays including a full week off at Thanksgiving • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing • Incentive compensation eligibility