Vice President, Trust Services
Core
Senior leader building and running Mercer Advisors' outsourced corporate trustee business, managing partner relationships, revenue, and client-facing trust solutions.
Role type
VP, Trust Services (Strategy & Operations)
Builds
Outsourced trust solutions and corporate trustee services for wealthy families
Domain
Private Wealth / Trust & Estate Services
Required skills
Trust business leadership, partner management, multi-state trust law, case design, revenue management, team leadership
Preferred skills
JD, CTFA, CFP, or CTA
Technologies
N/A
Responsibilities
Set multi-year strategy for Trust Services, manage independent trust company partners, design trust solutions for clients, lead Trust Operations team, drive revenue and budget accountability
Seniority
VP, hands-on business leader