Vice President, Trust Services

The posting, as Mercer Advisors wrote it

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

• Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

Job Summary

The Vice President, Trust Services is a senior, hands-on leader who builds and runs Mercer Advisors’ trust solutions business. The role owns our outsourced corporate trustee relationships, works directly with advisors and clients on trust cases, and carries revenue and budget accountability for Trust Services. The Vice President draws on the trust companies’ service teams and on Legal, Compliance, Investment Strategy, and Corporate Development to deliver the work. The Vice President serves as the business leader for direction and support to the Trust Operations team, which is moving to the Client Service organization.

Essential Job Functions for this role include

Strategy & Business Leadership

• Set the multi-year strategy for Trust Services, including service scope, partner model, and capability roadmap.
• Own Trust Services revenue and budget, and report results to senior management.
• Define the roadmap for new strategic relationships with Corporate Development.
• Establish key metrics (assets under trusteeship, trust count, revenue, pipeline, cycle times, client satisfaction, partner service levels) and report them on a regular cadence.

Trust Partner Management

• Lead selection, contracting, and ongoing management of independent trust companies serving as current and successor trustees, including RFPs and partner transitions.
• Evaluate partners on trust powers in key jurisdictions (such as SD, DE, NV, WY), fee structure, investment arrangements, technology, and service levels.
• Ho

[…]
nrolled in either HDHP medical plan.

• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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