Senior Trust Officer

Overview

A boutique fiduciary firm in Palm Beach is seeking a Senior Trust Officer who specializes in Special Needs Trusts. This high-touch, relationship-driven role prizes technical precision and genuine empathy. If you know SNTs inside and out and want a place where that expertise is valued, this is worth your attention.

What Yourom

• Serve as the primary relationship lead for a portfolio of Special Needs Trusts and complex fiduciary accounts
• Administer trusts in accordance with governing documents, fiduciary standards, and applicable regulations
• Guide families and caregivers through distribution decisions with an understanding of SSI, Medicaid, and other public benefit considerations
• Build long-term relationships with beneficiaries, family members, estate planning attorneys, and financial advisors
• Interpret trust documents and ensure thoughtful, compliant execution of fiduciary responsibilities
• Partner with internal investment and operations teams to deliver a seamless client experience
• Anticipate client needs, identify potential risks, and provide proactive guidance in sensitive situations
• Contribute to the continued growth of a specialized special needs trust practice

• 8+ years of trust administration experience, including meaningful exposure to Special Needs Trusts
• Strong working knowledge of fiduciary principles, trust operations, and regulatory requirements
• Deep understanding of public benefits, including SSI and Medicaid, and how they interact with trust structures
• Exceptional relationship management skills with families navigating complex life circumstances
• Experience collaborating with attorneys, financial advisors, and other professional partners
• CTFA preferred; JD or CFP a plus

• Competitive base salary: $130,000 - $155,000 depending on experience
• Target bonus: 12%
• Medical, dental, vision and life insurance
• 401k retirement plan
• Paid time off and holidays
• A chance to work hands on with your clients in a firm that cares for each and every one of their employees

Position details

• Senior Trust Officer — Wilmington, DE | OTE $250,000 - $300,000+ | Direct Hire

Positions like these don't stay open, apply now and take the first step into your next big career move.

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Published: 6/30/2026

Type:
Direct Hire

Category:
Finance / FP&A

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

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