Vice President, Trust Services
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Trust Services executive building Mercer Advisors’ outsourced trust solutions business. Leading trustee partnerships, trust case design, operations, revenue, and growth for U.S. wealth-management clients.
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 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
Similar Jobs
Vice President, Portfolio Manager
Vice President managing RMC’s Marine Corps and SOCOM portfolio. Overseeing program delivery, customer relationships, financial performance, and growth opportunities.
Vice President, Carrier Partnership
Vice President managing Enterprise Claims carrier partnerships for CorVel, a national risk management solutions provider. Leading contracts, renewals, stewardship meetings, and strategic growth.
Vice President, TPA Member Services
Vice President leading global TPA member services for Personify Health’s personalized health platform. Driving service operations, SLAs, workforce strategy, and automation-enabled transformation.
Vice President, Regional External Affairs – West
QTS Vice President leading government relations, advocacy, and community engagement across a multi-state region. Supporting data center growth, infrastructure development, and market expansion.
Vice President, Sales – Restaurants
Vice President leading restaurant technology sales, P&L, and profitable growth at NCR Voyix. Managing sales teams, digital transformation, customer relationships, and channel execution across North America.
Vice President – Strategy and Analytics
Strategy and analytics executive leading Cresa’s commercial real estate analytics practice. Driving advisor adoption, client engagements, financial sustainability and distributed team development.
Area Vice President – Sales
Area Vice President leading enterprise sales for Optro’s AI-powered GRC Intelligence Platform. Building high-velocity teams, generating pipeline, and closing strategic six- and seven-figure deals.
VP, Integrated Media Activation Strategy
Director optimizing Wpromote’s revenue technology ecosystem, CRM, integrations, and data infrastructure. Supporting integrated media strategy, client growth, and operational excellence at a digital marketing agency.
Senior Vice President, Marketing – Retirement, Investment & Wealth Solutions
Senior marketing executive driving retirement, investment, and wealth solutions growth for Ascensus, a savings technology and services platform. Leading strategy, analytics, client experience, AI adoption, and commercial results.
VP, International DTC
VP leading NordicTrack’s international direct-to-consumer business for iFIT. Owning global-market P&L, growth strategy, merchandising, marketing, conversion, and retention.
Vice President of Engineering
Vice President of Engineering leading globally distributed teams building AWS-based ordering and AI solutions. Driving architecture, engineering processes, and scalable software for restaurant brands.
Vice President, Strategist
Real estate investment strategist shaping U.S. market views, forecasts, and acquisition decisions at LaSalle Investment Management. Producing research, quantitative analysis, and investment recommendations.
VP, Data and Analytics
VP leading cloud data platforms, analytics, AI, and business intelligence for Sound Physicians, a national physician-led medical group. Driving clinical and operational transformation through scalable, actionable insights.
Global Vice President, Marketing
Global marketing executive driving demand generation and go-to-market execution for AllCloud’s AI-led cloud services. Coordinating regional teams, sales, and technology partners across the US and Canada.
Vice President, Industrial Brokerage
Industrial brokerage executive growing JLL’s Southern Connecticut and Upstate New York business. Managing client relationships, transactions, market advice, and pipeline development.
Vice President Sales, Public Sector
Vice President leading Akamai’s public-sector sales strategy across U.S. and Canadian government markets. Driving SaaS and cybersecurity revenue growth, major contracts, and executive customer relationships.
Vice President, Global Accounting
Vice President scaling Lyra Health’s global accounting organization for public-company readiness. Leading reporting, SOX controls, treasury, automation, and accounting transformation.
Vice President, Sales
Vice President of Sales growing XO’s private jet memberships and revenue. Managing strategic accounts, client relationships, contracts, and sales performance.
Vice President – Retail Credit Policy
Vice President managing unsecured retail credit risk for a leading MENA financial institution. Optimizing lending portfolios through analytics, AI/ML, governance and executive risk strategy.
Senior Vice President, Product Strategy
SVP leading product vision, commercialization, partnerships, and growth for Avalon’s genetic testing management business. Driving healthcare market opportunities and cross-functional strategic execution.