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Director of Trust Services

Job in Medfield, Norfolk County, Massachusetts, 02052, USA
Listing for: KBW Financial Staffing & Recruiting
Full Time position
Listed on 2026-09-12
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 110000 - 125000 USD Yearly USD 110000.00 125000.00 YEAR
Job Description & How to Apply Below

Back Director of Trust Services

Trust Administrator Medfield , Massachusetts Perm 100000 Sep 8, 2026 $ 100000.00 - $120000.00

A top professional trustee service provider for families, estates have a need for a Director of Trust to help lead and build out the practice in the Norfolk County area. Great Opportunity for someone who is a Trust Officer or Sr. Trust Admin.

Responsibilities
  • Lead, coach, and develop Trust Officers, Trust Administrators, and future fiduciary personnel
  • Manage departmental workflow, capacity planning, staffing priorities, and service delivery
  • Establish and improve procedures, workflows, service standards, and operational consistency
  • Develop accountability systems, reporting metrics, and departmental performance measures
  • Maintain selected trust relationships and provide fiduciary guidance to team members
  • Participate in prospective client meetings and business development opportunities
  • Develop and maintain relationships with attorneys, financial advisors, accountants, care managers, and other referral sources
Qualifications
  • Experience serving in a Trust Officer, fiduciary, relationship management, or comparable client facing role
  • Demonstrated ability to exercise fiduciary judgment and navigate complex beneficiary, trustee, and advisor relationships
  • 7+ years of experience in fiduciary services, trust company operations, private wealth management, family office services, or a related field
  • Strong communication, leadership, organizational, and problem-solving skills
  • Bachelor's degree in business, finance, accounting, economics, legal studies, or a related field, or equivalent experience
  • Trusts and estates paralegal experience

Salary $110K-125K + Bonus

4 days onsite

#LI-JS1

KBW
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