VP, Trust Officer (Wealth Management)

TL;DR

VP, Trust Officer (Wealth Management): Overseeing the administration of complex trust accounts and serving as a trusted advisor to high-net-worth clients with an accent on fiduciary standards and regulatory compliance. Focus on administering trusts and estates, managing complex client relationships, and ensuring alignment with long-term financial objectives.

Location: Must be based in Naples, FL or Fort Myers, FL (Hybrid: Remote 2x/month)

Company

An independent trust company focused on helping individuals and families preserve and grow their wealth through personalized investment and estate services.

What you will do

• Administer a portfolio of trusts, estates, and agency accounts in accordance with regulations and company policies.
• Serve as the primary relationship manager for clients and beneficiaries, providing guidance on trust terms and distributions.
• Review and interpret trust instruments, wills, and legal documents to determine appropriate administrative actions.
• Coordinate with investment, tax, legal, and compliance partners to ensure cohesive service.
• Monitor account activities, investment performance, and distribution schedules for proactive oversight.
• Identify and mitigate risks or compliance issues to protect client and company interests.

Requirements

• Bachelor’s degree in finance, business, accounting, or a related field.
• 7+ years of experience in trust administration, estate planning, or fiduciary services.
• Strong understanding of fiduciary law, trust structures, estate settlement processes, and tax considerations.
• Proven ability to manage complex client relationships with discretion, clarity, and empathy.
• Based in or able to work onsite in Naples or Fort Myers, FL.

Nice to have

• CTFA designation or progress toward certification.
• Experience working with Florida-specific trust laws and regulations.
• Familiarity with trust accounting systems and wealth management software.

Culture & Benefits

• 90% employer-paid medical coverage, with dental and vision plans available.
• Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan (ESOP).
• Generous PTO, paid holidays, and a hybrid work policy.
• Access to mental health resources and wellness initiatives.
• Inclusive workplace with annual team events and community involvement opportunities.