Chief Trust Officer (CTO)

Chief Trust Officer (CTO)

About the Company

Highly respected wealth management firm with boutique, client-centric service for sophisticated families.

Industry
Financial Services

Type
Privately Held

About the Role

The Company is in search of a Chief Trust Officer to take on a key leadership position within its expanding fiduciary and wealth planning platform. The successful candidate will be tasked with leading all trust administration, fiduciary oversight, and trust operations activities, as well as serving as a trusted advisor to high-net-worth and ultra-high-net-worth families. This role involves close collaboration with wealth advisors, estate planners, attorneys, accountants, and other professionals to ensure the continued growth and evolution of the trust platform while upholding the highest standards of fiduciary excellence. The Chief Trust Officer will also be responsible for reviewing and evaluating new trust, estate, and fiduciary relationships, providing guidance on fiduciary matters, and overseeing compliance, best practices, audits, and regulatory issues. Applicants for the Chief Trust Officer position at the company should have a minimum of 11-12 years' of experience in trust and estates law, trust administration, fiduciary services, or private wealth management. A J.D. is required, and advanced credentials such as an LL.M. in Taxation or CFP are a plus. The ideal candidate will have a deep knowledge of fiduciary administration, estate planning, trust governance, and wealth transfer strategies, as well as strong relationship management skills and proven leadership capabilities. The role demands an individual with an entrepreneurial mindset who is eager to contribute to the growth of the platform and is capable of influencing the strategic direction of the fiduciary business.

Functions

• Legal
• Finance