Director of Trust Services

Responsibilities

• Lead the strategic direction and execution of Personal and Corporate Trust to achieve growth and profitability goals.
• Drive asset growth by developing new business opportunities, building client relationships, and expanding centers of influence.
• Partner with business line leaders to identify opportunities, cross-sell solutions, and enhance client experience.
• Develop and execute sales strategies, forecasts, and revenue plans aligned with organizational objectives.
• Coach and develop high-performing teams, setting clear goals and fostering a culture of accountability and innovation.
• Evaluate and enhance products, services, and processes to support market competitiveness and client needs.
• Ensure compliance with fiduciary, legal, and regulatory requirements while effectively managing risk.
• Represent the organization with key clients, community partners, and within the financial services industry.

• Bachelor’s degree in Business, Finance, Accounting, or equivalent experience
• 12+ years of experience in trust, wealth management, or asset management leadership
• Proven experience serving high-net-worth clients and driving asset growth in a banking environment
• Strong leadership skills with experience managing teams and complex business operations
• Preferred: 15+ years of senior leadership experience in personal or corporate trust services
• Professional designations such as CFP, CTFA, or equivalent
• Juris Doctor (JD) or license to practice law.