Vice President, Trust Officer

A respected and growing independent trust and wealth management firm is seeking an experienced Vice President, Trust Officer to join its leadership team in Venice, Florida. This senior-level position is ideal for a seasoned trust professional with deep expertise in trust and estate administration, client relationship management, business development, and fiduciary oversight.

The successful candidate will serve as a trusted advisor to high-net-worth individuals and families, overseeing complex trust relationships while providing leadership, mentorship, and strategic guidance to the broader trust administration team.

Key Responsibilities

Trust & Fiduciary 

• Serve as the primary relationship manager for complex trust, estate, agency, and fiduciary accounts.
• Oversee the administration of trusts in accordance with governing documents, fiduciary obligations, and applicable regulations.
• Review and interpret trust agreements, wills, estate planning documents, and related legal instruments.
• Ensure accurate account administration, documentation, distributions, and recordkeeping.
• Manage trust terminations, account openings, estate settlements, and special asset administration.
• Conduct comprehensive reviews of trust accounts, investment performance, risk exposure, and fiduciary compliance.

Client Relationship Management

• Develop and maintain trusted relationships with high-net-worth individuals, families, beneficiaries, and professional advisors.
• Partner with clients to understand long-term wealth preservation, estate planning, and legacy objectives.
• Lead client review meetings and coordinate with investment, tax, and legal professionals.
• Respond to complex fiduciary matters with professionalism, discretion, and sound judgment.

Leadership & Strategic Oversight

• Provide mentorship and guidance to Trust Officers and trust administration staff.
• Assist in developing departmental best practices, operating procedures, and client service standards.
• Support senior management in identifying opportunities to improve operational efficiency and client experience.
• Participate in internal committees and leadership initiatives as required.

Business Development

• Build and maintain relationships with attorneys, CPAs, family offices, financial advisors, and other centers of influence.
• Identify opportunities to deepen existing client relationships and generate new fiduciary business.
• Represent the firm at industry, professional, and community events.
• Participate in networking and referral development activities throughout the Florida market.

Experience

• Minimum 10 years of trust administration experience within a trust company, private bank, wealth management firm, family office, or fiduciary services organization.
• Extensive experience administering complex irrevocable trusts, revocable trusts, estates, charitable entities, and fiduciary structures.
• Strong knowledge of trust and estate administration principles, fiduciary responsibilities, and wealth transfer strategies.
• Experience working closely with attorneys, accountants, and investment professionals.
• Proven ability to manage sophisticated client relationships independently.
• Strong understanding of investment fundamentals and portfolio management concepts.
• Excellent communication, relationship management, and presentation skills.

Preferred Qualifications

• CTFA (Certified Trust and Fiduciary Advisor) designation strongly preferred.
• CFP®, CPA, JD, or advanced financial planning credentials viewed favorably.
• Prior supervisory or team leadership experience.
• Knowledge of Florida trust and estate administration practices.
• Demonstrated track record of business development and referral generation.

Compensation
Base salary: $175,000 – $200,000

Equal Opportunity Statement
This position is open to all qualified applicants. Our client does not discriminate on the basis of race, color, national origin, citizenship status, religion, sex, age, disability, or any other protected characteristic under applicable federal law.